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Showing 41 - 50 of 593 results for %22Lonsec%22

Lonsec to sell 37% stake to Generation

KANIKA SOOD  |  THURSDAY, 17 SEP 2020
... Development Group is set to pay about $20.1 million to buy a 37% strategic stake in investment research and ratings house Lonsec Holdings Pty Ltd. Generation will raise up to $35 million via an institutional placement and accelerated non-renounceable ...

Boutique launches Aussie equities fund

KANIKA SOOD  |  TUESDAY, 15 SEP 2020
... running as an SMA since 2007, has delivered annual gross yield of 6.6% over the period at July end. It got the highest Lonsec rating "highly recommended" after a review earlier this month. "The fund targets quality companies at attractive prices that ...

Super fund tops up Tribeca mandate

KANIKA SOOD  |  FRIDAY, 11 SEP 2020
... Accumulation Index's -5.08%. Ratings have started to come back as well, with an approved from Zenith and investment grade from Lonsec. UniSuper stuck with Tribeca through the leadership changes and last year's underperformance, after allocating ...

Sustainable ETF demand skyrockets

KARREN VERGARA  |  FRIDAY, 4 SEP 2020
... markets, shortcomings have prompted a sustained push for improved and standardised disclosures," it reads. Research by Lonsec recently echoed similar sentiments, criticising a system that is confusing and lacks transparency.

Lack of transparency in ESG funds criticised

ELIZABETH MCARTHUR  |  THURSDAY, 3 SEP 2020
Research house Lonsec has criticised ESG fund managers for confusing ESG scores and a lack of transparency. "The traditional ESG approach tends to be more about process and less about outcomes," Lonsec head of sustainable investment research Tony Adams ...

Sydney Aussie equities manager trims fees

KANIKA SOOD  |  MONDAY, 10 AUG 2020
... and small caps and is managed by Will Culbert and Tom Millner. The fee cut comes as it receives its first rating, from Lonsec as investment grade. "During the recent review process, the Lonsec analysts were open and upfront that our price was okay but ...

GQG Partners wins $20m mandate

KANIKA SOOD  |  MONDAY, 3 AUG 2020
... rating and the emerging markets equity fund winning a gold rating, as at June 15. Both funds are also "highly rated" at Lonsec in reviews earlier this year. GQG is the biggest boutique at ASX-listed multi-boutique Pacific Current Group, representing ...

Lonsec adds to research team

ANNABELLE DICKSON  |  WEDNESDAY, 29 JUL 2020
Lonsec has appointed two senior investment analysts following the launch of its sustainability research which includes coverage of 11 funds. Ron Mehmet has joined the fixed income team, having previously been an investment specialist at Perpetual for ...

Hearts and Minds but no ratings

ALLY SELBY  |  TUESDAY, 21 JUL 2020
... licensee's approved product list. These products often require a rating from an agency such as Zenith, Morningstar or Lonsec, as well as a three year track record. Independent research house Zenith, in particular, cannot rate the listed investment ...

AustralianSuper denies turnover issue, delays office

ELIZABETH MCARTHUR  |  TUESDAY, 16 JUN 2020
... planned US expansion is on hold. Appearing at a Bloomberg webinar, Delaney denied that the accusations levelled by the Lonsec report had any merit. He said that some senior portfolio managers departing Australia's largest super fund was simply due to ...