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Showing 1 - 10 of 836 results for "Morningstar"

Metrics freezes redemptions behind listed funds as audit stalls

RIDDHIMA TALWANI  |  WEDNESDAY, 30 SEP 2026
... listed funds. MRE was trading at a 27.2% discount to net asset value (NAV) and MOT at 23.3% as of July 31, according to Morningstar. Property developer Bathla Group went into voluntary administration in late August, raising fears that investors will ...

Perpetual names insto relationship, funds services lead

MATTHEW WAI  |  TUESDAY, 29 SEP 2026
... Milliman Australia and distribution and client services at Atrium Investment Management. He was also the head of sales at Morningstar between 2011 and 2016. He began his career at Macquarie Group in 1998 as a business development executive and has been ...

Active managers face selection test: Morningstar

VINNY VUCAGO  |  THURSDAY, 24 SEP 2026
The active versus passive debate is increasingly becoming a question of manager selection, with Morningstar finding the best active managers continued to generate excess returns despite passive strategies generally outperforming across most Australian ...

Morningstar names APAC investment chief

RIDDHIMA TALWANI  |  THURSDAY, 17 SEP 2026
Morningstar has named James Foot as the chief investment officer for the Asia Pacific (APAC) region, taking over from Matt Wacher after he finished up in the role in May. Foot returns to Morningstar after just around two years as the chief investment ...

Investors price more risk into listed private credit trusts: Morningstar

RIDDHIMA TALWANI  |  MONDAY, 14 SEP 2026
... investment trusts (LITs), with some trusts trading at a discount of 25% of their net asset value (NAV), according to Morningstar. Property developer Bathla Group went into voluntary administration in late August, raising fears that investors will pull ...

Allan Gray Australia strengthens retail distribution

STAFF WRITER  |  THURSDAY, 3 SEP 2026
... the same fund was handpicked in the inaugural Best of Breed - Australia and New Zealand report released in March by Morningstar as among the leading active funds that provide Australian investors with the best long-term potential returns.

Australian Unity to wind down Platypus AM

ELIZA BAVIN  |  TUESDAY, 1 SEP 2026
... place appropriate interim management arrangements to oversee the transition and wind down," he said. Earlier this year Morningstar released its inaugural Best of Breed - Australia and New Zealand report highlighting active funds which provided the best ...

Centuria Bass freezes private credit fund redemptions

RIDDHIMA TALWANI  |  MONDAY, 17 AUG 2026
... million loan facility to a Bathla Group entity. This is the only balance sheet exposure of CNI to the Bathla Group." Morningstar also predicted the property debt fund will be pulled from major investment platforms and unlikely receive new inflows.

GQG sees $6.4bn outflows in July

VINNY VUCAGO  |  WEDNESDAY, 12 AUG 2026
... reported in May, showed total assets of US$163.9 billion at December 2025, while net income rose 7% to US$463 million. Morningstar equity analyst Shaun Ler at the time subsequently described GQG's earnings outlook as weak, pointing to poor short- and ...

A tough year for high-duration bond investors: Morningstar

MATTHEW WAI  |  WEDNESDAY, 12 AUG 2026
... in FY26 have placed investors of high-duration bonds on the back foot, while long-dated yields are moving higher. Morningstar senior analyst and report author Eun Sub Kim said it was a "mixed" year for fixed income investors, noting the magnitude of ...
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