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Showing 41 - 50 of 50 results for "Morningstar Research"

Morningstar has concerns over Portfolio Partners' high stock turnover

Morningstar Research has awarded the investment strategy of the Portfolio Partners High Growth Shares fund an 'investment grade', commending the fund for its performance but harbouring concerns over the high turnover of stocks associated with the fund. ...

It's only the beginning for GSJBW's Australian share fund

Morningstar Research has awarded the strategy of Goldman Sachs JBWere's (GSJBW) Wholesale Australian Equity Fund an 'investment grade' rating, acknowledging the lost ground the fund made up over the past 12 months but believing it now needs to consolidate ...

Portfolio Partners Australian Equities Trust an average performer

Morningstar research has given the Portfolio Partners Australian Equities Trust an 'investment grade' rating due to the product's high short-term volatility and average long-term performance. The fund's moderately active strategy has a leaning towards ...

Morningstar downgrades Merrill Lynch Australian equities fund

Morningstar Research has downgraded its recommendation of Merrill Lynch's Wholesale Australian Share Fund from 'investment grade' to 'hold' after expressing concerns over the instability of the fund's investment team. The departure of team leader Peter ...

DFA best supporting player

Morningstar Research has awarded the investment strategy of DFA's Dimensional Australian Value Trust a recommended rating. Unlike other funds DFA's strategy is not dependant on forecasting, or trying to identify incorrectly priced securities. Instead ...

Right direction for Merrill Lynch Australian share fund

Morningstar Research has given Merrill Lynch's Wholesale Australian Share Fund's investment strategy an investment grade rating. The fund has performed poorly over the last three years being outperformed by the index by 3.84 per cent per annum. Several ...

Maple-Brown Abbott goes the distance

Morningstar Research has given Maple-Brown Abbott's Australian Equity Trust's investment strategy a recommended rating due to the fund manager's propensity to perform well over the longer term. Maple-Brown Abbot's strategy takes into account traditional ...

AMP Capital needs to stand the test of time

Morningstar Research has given AMP Capital Investors Equity Fund-Class A an investment grade rating as part of the research house's Australian share sector strategy review. The fund has been outperformed by its benchmark for the last five years mainly ...

Schroders maintains reputation

... of Growth, Mature, Transition, or No Growth. These classifications are then used to construct portfolios. Morningstar research has given Schroders' strategy a recommended rating and regards the house as one of the better growth options available to investors ...

Top three dominate dealer group research market: Rainmaker

... said that 60% of people visit an adviser who is advised by van Eyk Research with regard to strategy. The Morningstar research house is also another strong entity and is part of the largest international network of managed investment providers around ...
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