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Showing 1 - 10 of 14 results for "Morningstar Rating"

AustralianSuper ratings slide at Morningstar

KANIKA SOOD  |  FRIDAY, 23 OCT 2020
AustralianSuper is the latest casualty in Morningstar's ratings rejig, as three options with nearly 86% of its total $180 billion slide to the lowest analyst rating of "bronze". The superannuation fund's $135 billion balanced option, $13.5 billion high ...

Morningstar ratings tally for global equities

KANIKA SOOD  |  FRIDAY, 25 SEP 2020
Morningstar's latest cycle of reviews for global equities managers has resulted in 12 upgrades and 21 downgrades, as it takes into account its new analyst rating framework from last year. This round of reviews includes Morningstar changes to analyst ...

Firetrail fund gets Morningstar rating

KANIKA SOOD  |  THURSDAY, 24 OCT 2019
Firetrail's Australian High Conviction Fund has earned a bronze rating from Morningstar after underperforming the benchmark by 11.7% in the year to September end. The fund holds a concentrated portfolio of Australian stocks and is managed by former ...

Former Liberal Party leader joins Islamic super fund

JAMIE WILLIAMSON  |  FRIDAY, 14 DEC 2018
... an average of 14.9% per annum over the past five years is among the best in its sector and has a five-star Morningstar rating," he said. Yassine predicts the growth will be driven in part by Australians seeking more socially responsible options for their ...

Managed funds platform launches

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
... live on the platform. Funds are required to have a minimum net asset value of $25 million and a three-star Morningstar rating, according to the PDS. Investments start at a minimum of $1000. "For advisers already off platform, uXchange offers the ability ...

YBR boutique wins $50 million mandate

ALEX BURKE  |  FRIDAY, 20 MAR 2015
... million institutional mandate. SMI's Smarter Money Active Cash Fund (Assisted Units) also received a five-star Morningstar Rating, based on its three-year risk-adjusted performance. In the year to 28 February 2015, the fund returned 4.1% after fees to ...

Millinium wins top Morningstar ratings

MARK SMITH  |  TUESDAY, 21 MAY 2013
... selection. This offers reliable capital growth and consistent income, which is a differentiating point for us." The Morningstar Rating is an assessment of a fund's past performance - based on both return and risk - which shows how similar investments ...

Star ratings face predictability test

MICHELLE BALTAZAR  |  THURSDAY, 14 JAN 2010
Research group Morningstar has rebutted a US study that suggested its ratings system failed or virtually lost all of its predicted ability when measured over a full market cycle. In early December, Advisor Perspectives, a US-based investment trends ...

Good returns and good luck

... giving up performance if they go into an index fund. The long-term reality is actually quite different." With Morningstar rating active managers, and awarding some of them annually with stamps of approval, Serhan said the Morningstar ratings were still ...

Advance AM appoints head of distribution

... broadening our strategic relationships." Advance Asset Management is one of only five fund managers with a 4 star Morningstar rating but Mulligan believes there is still room for more improvement. "Craig is also a strategic thinker and already, he's ...
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