Search ResultsShowing 1 - 10 of 100+ results for "Morningstar"
Meet the Sydney boutique beating Magellan's returns
KANIKA SOOD  |  FRIDAY, 24 JAN 2020
... which tops three and five-year returns, and Magellan, which holds the top spot for 10-year returns, according to the Morningstar Institutional Sector Survey. Arnold was previously the head of international equities at Evans and Partners, where the initially ...
Aberdeen head of global equities to leave
KANIKA SOOD  |  TUESDAY, 21 JAN 2020
... the role. ASI's international equities team has nine portfolio managers, with an average experience of 17 years. Morningstar has retained its rating for the fund, whose Australian version has $90 million in assets under management. This includes both ...
Fixed income ETFs prosper despite low rates
HARRISON WORLEY  |  TUESDAY, 14 JAN 2020
... products across the year and understand the important role fixed income plays in a diverse portfolio." Recently released Morningstar research shows that in 2019 Australian fixed interest enjoyed its strongest calendar year of performance since 2014 ...
Global equities enjoy strongest year since 2013
HARRISON WORLEY  |  MONDAY, 13 JAN 2020
... performance since 2013, as most asset classes managed to put a few tough years behind them in 2019. According to new Morningstar research, annual asset class returns on a calendar year basis were up across almost the entire board, with international ...
Best performing global equities strategies
KANIKA SOOD  |  WEDNESDAY, 11 DEC 2019
... small Sydney boutique has quietly taken the lead on one-year basis with 31% returns to October end in the latest Morningstar institutional survey. Magellan is the undisputed best performer on a 10-year basis, returning 17.9% on an annualised basis. This ...
Money magazine appoints editor-at-large
JAMIE WILLIAMSON  |  MONDAY, 2 DEC 2019
... Group where she founded the Stella Network, connecting women in financial advice. She is a former managing editor of Morningstar Australia; former editor of Financial Planning and Super Review magazines at Reed Business Information; and has previously ...
Active fixed income funds review fees
KANIKA SOOD  |  WEDNESDAY, 27 NOV 2019
... towards lower-cost products. This investor appetite for lower-cost exposures is an unassailable driver in pricing for Morningstar director of manager research Tim Wong. "As it stands, there are now ETFs tracking most major bond indices, including some ...
Morningstar to cease in-house credit research
KANIKA SOOD  |  MONDAY, 25 NOV 2019
Morningstar Australasia will cease in-house credit research, as it strikes an agreement with a rating house founded by its former credit analyst. BondAdviser, co-founded by Nick Yaxley, will take over Morningstar's coverage of ASX-listed hybrids ...
Boutique portfolio manager to retire
KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... will manage Celeste's small companies strategy alongside Paul Biddle who has been with the company since 2005. Morningstar has retained an analyst rating of bronze but said it will closely monitor Byres' progression of over the next 24 months. ...
Morningstar now an ETF issuer
KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
Morningstar has listed an active ETF that will invest in global equities, as it enters the segment as an issuer. The Morningstar International Shares Active ETF started trading on the ASX yesterday under the ticker code MSTR. It will invest in an unlisted ...
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