Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW
Search ResultsShowing 41 - 50 of 100+ results for "Morningstar"
Best, worst performing Aussie equities funds
KANIKA SOOD  |  WEDNESDAY, 22 APR 2020
Morningstar has revealed the Australian equities funds that topped and tanked during the March quarter, which ended with S&P/ASX 200 falling nearly 30% from its February 20 all-time high. The quarter saw the main benchmarks for large cap Australian ...
Ironbark fund rating under review
KANIKA SOOD  |  TUESDAY, 21 APR 2020
A $180 million multi-manager alternatives fund from Ironbark has been put under review at Morningstar as the ratings house waits for clarity on March quarter performance. The Ironbark LHP Diversified Investments invests in 25 to 50 sub-managers of alternative ...
Aberdeen Standard global equities funds downgraded
KANIKA SOOD  |  MONDAY, 20 APR 2020
... International equities funds offered by Aberdeen Standard Investments in the local market have been downgraded to neutral at Morningstar on the back of a style drift. In January ASI announced its head of equities Stephen Docherty would leave the firm ...
What's next for income-focused funds
KANIKA SOOD  |  THURSDAY, 9 APR 2020
... deferrals, or cancellations spell trouble for income-focused funds which are popular with retirees and pre-retirees. Morningstar senior analyst Matthew Wilkinson says its universe includes about 11 income-focused equities funds, of which only one is ...
Morningstar releases time saving tool amid crisis
ALLY SELBY  |  THURSDAY, 9 APR 2020
Morningstar has released a digital tool that will help advisers reclaim time lost on administrative tasks, so they can focus instead on engaging new clients and growing revenue. Morningstar's financial planning software AdviserLogic will now feature ...
Multi-asset results mixed in COVID-19 sell-off
ALLY SELBY  |  WEDNESDAY, 1 APR 2020
... moderate and flexible strategies producing wildly different outcomes during the COVID-19 sell-off. In its latest report, Morningstar analysed the returns of different multi-asset strategies from February 21 until March 25, to discover the winners and ...
The bulls are back
ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
... the focus stayed on the US$2 trillion stimulus awaiting approval by the US House of Representatives, according to Morningstar. The stimulus package reportedly includes US$500 billion to fund industries impacted by COVID-19, US$350 billion in small business ...
Times of turmoil create opportunities: deVere
ALLY SELBY  |  WEDNESDAY, 25 MAR 2020
... accordingly. "Times of immense [turmoil] can be times of great ingenuity, promise and opportunity," he said. It comes as Morningstar releases its latest report on the emerging trends and disruptions across the global economy amid the pandemic. Despite ...
The impact of COVID-19 on emerging markets
ALLY SELBY  |  TUESDAY, 24 MAR 2020
... up 18.4% in 2019. So far in the COVID-19 sell-off the benchmark has fallen 30%. Yet, in its latest equities report, Morningstar found that the Asian and emerging market bourses had performed surprisingly better than their developed counterparts during ...
UBS says goodbye to ETFs
KANIKA SOOD  |  THURSDAY, 19 MAR 2020
... alpha." The funds that are closing include three international ETFs (Europe, Japan and US sub-indices of MSCI), two Morningstar Australia ETFs and a cash ETF. Together they had about $63 million in assets at February end. ETFs that don't attract ...
Link to something rFwbmvZ2