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Showing 41 - 50 of 64 results for "Portfolio Partners"

Researchers size-up Portfolio Partners

Standard & Poor's has placed two of Portfolio Partners (PPL) Australian equities funds on hold while Morningstar has rated the company's small caps capabilities as investment grade. Standard & Poor's has placed its Assirt ratings on PPL's Personal Choice ...

Morningstar views United as a steady earner

... several peripheral strategies to its core submanager assembly. As such five per cent weights have been given to Portfolio Partners' High Growth and Elite Opportunities strategies, and to SG Hiscock's Absolute Returns Trust. United associate director ...

Tasplan Super reorganises its investment manager line up

... appointments. In regard to its investments in Australian equities the industry superannuation fund has added Portfolio Partners, 452 Capital (via Colonial First State), and Ausbil to its mix of share managers. Several incumbent managers were omitted ...

Australian sharemarket retreats slightly as boutique managers rise

... March as boutique managers underpin strong performance. The top three managers who performed for the month were Portfolio Partners Elite with six per cent, MIR with two per cent and IOOF multi-manager with two per cent. Over the financial year to date ...

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. ...

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 ...

Portfolio Partners concentrated strategy

Portfolio Partners Prof Elite Opportunities' unorthodox strategy has earned a recommended rating from Morningstar after a solid performance over the 12 months ended October 31, 2004 where the fund outperformed benchmark by 1.73 per cent. The fund's ...

Active managers bounce back in July; Mercer, InTech

... was PM Capital Australian Equities fund at 36.3%, followed by Dimensional Australian Value fund at 31.1% and Portfolio Partners Elite Opportunities fund at 28%. But the surveys did highlight a weak performance by active fund managers in the area of international ...

5 BT funds rated "A New"'; S&P

... Morningstar last week gave a 3/5 sector strength rating to two Australian fixed interest funds, run by Macquarie and Portfolio Partners.

Choice of fund manager matters; Mercer

... manager for 2003/2004 was the PM Capital Australian equity fund achieving an annual 44% return on investment. The Portfolio Partners Elite fund, Dimensional, BT Ethical Sector and Ausbil rounded out the top five, but of the top five, only Dimensional ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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