Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 100+ results for "Morningstar"

PineBridge launches Asia small caps fund

KANIKA SOOD  |  FRIDAY, 16 JUL 2021
... compared to MSCI AC Asia Pacific ex Japan Net Return's 9.46% p.a. over the period. It is ranked #1 of 15 peers by Morningstar, as at May 31. PineBridge is launching it in Australia after strong asset growth in the underlying strategy. Between 2020 ...

Morningstar launches fee comparison tool

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
Morningstar is launching a new tool that provides increased transparency and disclosure on fees across its investments and superannuation products, well above what RG97 requires. The Morningstar Total Cost Ratio (TCR), which will be rolled out on August ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... investment managers. The MDA includes the expertise of investment managers including BlackRock, Evergreen, Lonsec, Morningstar, Ralton AM and Zenith. As WealthO2 is the provider of the MDA, financial advisers are not required to have an MDA authority ...

FSC launches DDO templates

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... FSC is the latest industry participant to launch a DDO product. In March, Iress launched a DDO solution followed by Morningstar.

AMP Capital GEFI sold to Macquarie

JAMIE WILLIAMSON  |  THURSDAY, 8 JUL 2021
... integration." Once completed, Macquarie Asset Management expects to have total AUM of $720 billion. The news came as Morningstar lowered its cumulative earnings estimate for AMP Capital by about 20% on the back of AUM losses. Looking specifically at ...

Franklin Templeton shutters fund

KANIKA SOOD  |  MONDAY, 21 JUN 2021
... the fund's FUM in the near term that it is in the best interests of all unitholders to wind up the fund," said Morningstar in a research note. The fund was offered in two share classes which together had about $77 million in assets. It was managed ...

ASIC drops Regal action

ANNABELLE DICKSON  |  WEDNESDAY, 16 JUN 2021
... May. The fund has since regained significant losses and is returning 21.20% over the financial year, according to Morningstar data.

Fidelity changes up global equities team

KANIKA SOOD  |  FRIDAY, 11 JUN 2021
... end June 30, but he will stay on as a senior adviser until September 2021 to help with the transition, according to Morningstar Australasia, which put funds managed by Lodha under review following the leadership change. "Going forward the strategy will ...

Lessons from GPIF: Mizuno

ANNABELLE DICKSON  |  THURSDAY, 3 JUN 2021
... owners to take climate policy matters into their own hands if their governments are unwilling to do so. Speaking at the Morningstar Investment Conference, United Nations special envoy on innovative finance and sustainable investments Hiro Mizuno was ...

Investors move to thematic funds

ANNABELLE DICKSON  |  TUESDAY, 1 JUN 2021
... showing stellar results through the pandemic but performance over the long term is lacklustre, new research shows. Morningstar's latest Global Thematic Funds Landscape Report revealed assets in thematic funds in Australia grew 160% over a year to US$2 ...
PREVIOUS
NEXT