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Showing 501 - 510 of 639 results for "Lonsec"

Fiduciary duty goes beyond APLs

RUTH LIEW  |  TUESDAY, 31 AUG 2010
... expected to adequately assess a fund manager that has been around for decades. Grant Kennaway, general manager of research at Lonsec, said it was important not to discount external research, but it needs to be used in the context that fits advisers' ...

Subscriber-pays ratings approach more critical: van Eyk

RUTH LIEW  |  TUESDAY, 31 AUG 2010
... that van Eyk adopted a much tougher line when assessing the performance of fund managers compared with four of its peers - Lonsec, S&P, Morningstar and Zenith. "According to research, van Eyk only gives a miniscule 0.4 per cent [of funds rated] a 'high ...

Wealthtrac broadens share trading services

RUTH LIEW  |  TUESDAY, 3 AUG 2010
... trading. In addition to JB Were, Morgan Stanley and RBS, the panel of brokers also includes Bell Potter, Shaw Stockbroking and Lonsec. "For those independent financial advisers who have formed a relationship with an external broker, that [relationship] ...

Brakes on new hedge funds

MICHAEL HOBBS  |  FRIDAY, 30 JUL 2010
... funds coming to the retail market has slowed to a trickle, according to new research. Just one new fund was rated in the Lonsec's 2010 Sector Review - Single Manager Hedge Funds compared to 10 funds last year. "The dearth of new retail offerings is intertwined ...

Vanguard tops LPT sector review

PRESS RELEASE  |  THURSDAY, 15 JUL 2010
... Vanguard Investments Australia's locally listed property fund has beaten 18 other funds to be rated 'highly recommended' by Lonsec as the sector struggles with divergent performance results and high staff turnover. The firm's 2010 Australian Property ...

Boutique and big brands top SMA

S&P RELEASE  |  MONDAY, 12 JUL 2010
... are well-managed. This is the second time the ratings firm has rated SMA model portfolios. Other researchers including Lonsec and Morningstar have rated or are looking to rate SMAs.

Lonsec approves high income ETF

PRESS RELEASE  |  WEDNESDAY, 16 JUN 2010
... The Russell Investments High Dividend Australian Shares exchange traded fund (ETF) has been given an 'approved' rating by Lonsec. The firm's High Dividend Australian Shares ETF (RDV) is based on a Russell Australia High Dividend Index that favours blue ...

H3 Global hits $250m mark

MICHAEL HOBBS  |  TUESDAY, 8 JUN 2010
... future." The fund manager's Global Commodities fund is rated 'four stars' by Standard & Poor's and 'investment grade' by Lonsec while its Global Strategies fund is rated 'three stars' by Standard & Poor's. H3 Global Advisors funds don't have the same ...

Lonsec names income sector's best

PRESS RELEASE  |  FRIDAY, 28 MAY 2010
Lonsec's Traditional Income Sector Review resulted in five funds receiving a 'highly recommended' rating, which include UBS Australian Bond fund, Vanguard Australian Fixed Interest fund and the EQT PIMCO Global Bond fund. The Schroder Fixed Income fund ...

Lonsec reviews small cap funds

LONSEC RELEASE  |  FRIDAY, 14 MAY 2010
... Ausbil Australian Emerging Leaders fund and the Pengana Emerging Companies fund received a 'highly recommended' rating from Lonsec. Two new funds were reviewed, including the CFS-Realindex RAFI Australian Small Companies fund and Perennial Value Small ...