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Showing 1 - 10 of 695 results for "Morningstar"

Magellan needs more consistent progress: Morningstar

ANDREW MCKEAN  |  MONDAY, 19 FEB 2024
While the appointment of Sophia Rahmani as managing director is an "encouraging step forward," Morningstar's view of the fund manager won't be changing any time soon, it says. The research house indicated that it would require more time to rebuild trust ...

Perpetual weathers $4.3bn in outflows

ANDREW MCKEAN  |  MONDAY, 29 JAN 2024
... period for active asset managers," denoting "the worst quarter in 15 years for active equity fund flows," referencing Morningstar data. "Whilst the net outflows of $4.3 billion in our asset management business was disappointing, it was pleasing to see ...

Morningstar reveals Australian equities upgrades, downgrades

ANDREW MCKEAN  |  FRIDAY, 15 DEC 2023
On completion of Australian Equities reviews, Morningstar upgraded its ratings for three share classes across three strategies and downgraded 10 share classes across 10 strategies. Realindex Australian Share Value Class A was called an excellent choice ...

Income investors to thrive in 2024: Report

CHLOE WALKER  |  MONDAY, 4 DEC 2023
For new money, the current income landscape is the most attractive it's been in at least a decade, according to Morningstar chief investment officer Matt Wacher. Wacher, who shared his top investment ideas in Morningstar wealth's 2024 outlook report ...

Morningstar cops greenwashing fine

KARREN VERGARA  |  FRIDAY, 1 DEC 2023
ASIC slapped Morningstar with a fine for allegedly exposing investors to controversial weapons companies after proclaiming that its environmental, social, and governance (ESG) policy strictly excludes such investments. Morningstar's International Shares ...

Praemium plummets on weak financial outlook

ANDREW MCKEAN  |  THURSDAY, 23 NOV 2023
... the corresponding half last year," Wamsteker said. Wamsteker added that since selling its international business to Morningstar for $61.7 million, Praemium has been "inundated" with proposals. Although most of these proposals have been rejected, he wouldn't ...

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... ESG-managed portfolios from portfolio managers including AZ Sestante, Betashares, Blackrock iShares, Elston, Lonsec, Morningstar, Vanguard, and Zenith. HUB24 director of strategic development Jason Entwistle said Discover complements HUB24's existing ...

A-REIT strategies outperform G-REITs

CHLOE WALKER  |  MONDAY, 13 NOV 2023
... the average total return of passive strategies over the long term, while their global counterparts have struggled. Morningstar's latest analysis, based on Morningstar's inaugural Active/Passive Barometer, used a sample size of 27 active and seven passive ...

AMP North incorporates DNR Capital, Morningstar managed portfolios

ANDREW MCKEAN  |  THURSDAY, 9 NOV 2023
... investment menu, with the addition of seven new ESG and multi-asset actively managed portfolios from DNR Capital and Morningstar. The investment platform has added DNR Capital's Australian Equities Socially Responsible portfolio, offering investors targeted ...

VanEck launches AUD-hedged equity ETFs

ANDREW MCKEAN  |  WEDNESDAY, 8 NOV 2023
... Quality (AUD Hedged) ETF (ASX: QHSM), the VanEck MSCI International Value (AUD Hedged) ETF (ASX: HVLU), and the VanEck Morningstar Wide Moat (AUD Hedged) ETF (ASX: MHOT). VanEck chief executive Arian Neiron highlighted that a growing number of investors ...
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