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| | | ... products would compete based on people, process and business management. Besides van Eyk, ratings firms S&P, Morningstar, Lonsec and Aegis are also developing their own SMA rating methodologies. The first series of SMAs that van Eyk would look to review ... |
| | | | Lonsec awarded Instreet's Deferred Purchase Agreement (DPA) a "recommended" rating. The Instreet Link Series I and II provide equity market exposure at fraction of the normal investment cost. Merrill Lynch (Australia) Futures issue the DPA. The ratings ... |
| | | | Lonsec awarded Solaris Investment Management's Core Australian Equity fund a 'highly recommended' rating. In its report, Lonsec said the 'long only' Australian equity fund's key strength is the experience of its ex-Suncorp investment team experience ... |
| | | | ... versions from 1 July to December last year," said Smith. The Healthcare Property Trust is rated 'highly recommended' by Lonsec. This month, the fund bought a Sydney based aged care facility from Australian Unity's Retirement Living Services division ... |
| | | | ... here for the long haul," he said. Australian Ethical Equities Trust was awarded The Ethical Investor Fund of the Year. Lonsec judged the award and senior analyst at the firm, Steve Sweeney, said fund scored well on the depth of socially responsible investment. ... |
| | | | ... Reliance Commodities fund received a 'recommended' rating and the Reliance Global Allocation was rated 'highly recommended' by Lonsec in August. The commodity fund's underlying investment is the Schroder Alternative Solutions - Commodity fund while the ... |
| | | | ... GAM business, and building relationships with researchers and asset consultants, according to the S&P note. Meanwhile, Lonsec has retained its "investment grade" rating and Navigator maintained its "buy" rating on the fund following the change. "There'll ... |
| | | | ... a strong presence in the domestic real estate sector and building a leading presence in global real estate securities. Lonsec reviewed the fund in June and it was given a 'recommended' rating. According to a Lonsec spokesperson that rating remains unchanged. ... |
| | | | Research and ratings firm Lonsec warns financial planners to take a closer look at socially responsible investment (SRI) fund screens and recognise their impact on fund performance. The Lonsec Australian and global equity SRI sector review found the ... |
| | | | ... Borysiewicz. "We're working on the product ratings funds [and] we're dealing with all the major rating houses," he said. Lonsec, Standard & Poor's, Morningstar and Van Eyk number among the rating houses that CAAM will approach to rate its four products ... |
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