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

Search Results

Showing 1 - 10 of 50 results for "Morningstar Research"

AustralianSuper reduces fees on Member Direct option

ELIZA BAVIN  |  THURSDAY, 26 FEB 2026
... March 2026, UBS research will no longer be available on the Member Direct platform and will be replaced with Morningstar research. AustralianSuper said this will also include the addition of research on ETFs and LICs. "Morningstar research will cover ...

Australian equities rise, but global markets preferred: Morningstar

ANDREW MCKEAN  |  MONDAY, 21 OCT 2024
... and their performance over the past year has been "subdued" compared to major global indexes, according to Morningstar research. While local opportunities exist at a more granular level - especially for investors open to looking beyond the index - Morningstar ...

ANZ, Westpac 'the cheapest majors': Morningstar

ANDREW MCKEAN  |  MONDAY, 15 JUL 2024
... as the cheapest major banks in an "overvalued sector," while Commonwealth Bank was deemed expensive by new Morningstar research. Morningstar senior equity analyst Nathan Zaia said that the valuation divergence between Commonwealth Bank and its peers ...

Magellan needs more consistent progress: Morningstar

ANDREW MCKEAN  |  MONDAY, 19 FEB 2024
... more time to rebuild trust in Magellan, leaving its stewardship evaluations for the firm's funds unchanged. Morningstar research highlighted that Magellan is still undergoing a significant transformation and renewal phase, initiated by the departure ...

Absolute-return bond funds fail ambitious returns: Research

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
... managers found that they have "ambitious" returns as only one in seven strategies meet their objectives. The Morningstar research found that most absolute-return bond managers will not always provide positive absolute returns when equity markets are ...

Why clients fire their financial adviser

KARREN VERGARA  |  MONDAY, 17 APR 2023
New Morningstar research reveals the underlying reasons why clients dump their financial advisers that are not related to costs or investment performance. The survey of US-based clients found three core reasons why they let go of their advisers. The ...

Active fund managers historically underperform: SPIVA

KARREN VERGARA  |  WEDNESDAY, 15 MAR 2023
... 50% of funds have either merged or liquidated over a 15-year horizon in all but one reported category. New Morningstar research notes also suggest that numerous listed active fund managers continue to struggle not only over an extended period but in ...

Will listed infrastructure protect portfolios during market downturn?

CASSANDRA BALDINI  |  THURSDAY, 15 SEP 2022
... equities, however, when markets take a downturn it's not certain that alone will protect portfolios. Morningstar research shows that infrastructure has not been immune from market falls over the last decade. Its report, titled Will listed infrastructure ...

ETF investors soar to 1.7m

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
... highlighting education opportunities for issuers, financial advisers and investing platforms." The latest Morningstar research shows Vanguard, BetaShares, and iShares continue to dominate the local ETF market, capturing more than 77.7% of the total net ...

Retirees require 3.3% drawdown: Research

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
New Morningstar research recommends retirees should drop the 4% withdrawal rate to 3.3% for a balanced portfolio. Using the 3.3% rate over a 30-year time horizon, Morningstar found that newly minted retirees cannot safely withdraw 4% of their initial ...
PAGE:
1
PREVIOUS
NEXT