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Showing 1 - 10 of 27 results for "Morningstar data"

Australian ETF industry blazes past $200bn

ANDREW MCKEAN | WEDNESDAY, 10 JUL 2024

... strong, more than double the $4.8 billion of net flows received in the first half of 2023. At the same time, Morningstar data shows that local unlisted funds had outflows of $3.8 billion over the same period. International and Australian equities were ...

Perpetual weathers $4.3bn in outflows

ANDREW MCKEAN | MONDAY, 29 JAN 2024

... for active asset managers," denoting "the worst quarter in 15 years for active equity fund flows," referencing Morningstar data. "Whilst the net outflows of $4.3 billion in our asset management business was disappointing, it was pleasing to see our total ...

Australian ETF industry crosses $150bn milestone

ANDREW MCKEAN | THURSDAY, 13 JUL 2023

... billion and is expected to facilitate continued growth for the industry for the foreseeable future." In contrast, Morningstar data shows unlisted funds have seen net outflows of $23.4 billion between January and May this year. According to Betashares ...

Lazard Asset Management slashes fund fees

CHLOE WALKER | MONDAY, 13 FEB 2023

... Value Peer Group, with the Select Australian Equity Fund being the leading fund in this peer group, based on Morningstar data." Lazard Asset Management pacific chief executive Paul Cuddy said that 2022 was an exceptional year for the firm's Australian ...

Morningstar launches multi-asset indexes

ELIZABETH MCARTHUR | THURSDAY, 28 OCT 2021

... range of measures to define the success of their strategies, resulting in confusion for investors." According to Morningstar data, worldwide assets in multi-asset funds and exchange traded funds reached US$4 trillion in 2020, up from roughly US$1 trillion ...

YFYS spurs half to change asset mix

KARREN VERGARA | THURSDAY, 2 SEP 2021

... and conditional correlation is the most important indicator of that," he said. A few years ago, PIMCO looked at Morningstar data over a seven-to-10-year period in a similar vein that the Your Future, Your Super performance test is measured. "We looked ...

ASIC drops Regal action

ANNABELLE DICKSON | WEDNESDAY, 16 JUN 2021

... The fund has since regained significant losses and is returning 21.20% over the financial year, according to Morningstar data.

AMP Capital shutters dud fund, Naeimi departs

ELIZABETH MCARTHUR | THURSDAY, 29 APR 2021

... returns. The fund suffered in February and March 2020 but its performance had since climbed back, according to Morningstar data. The most recent fund update shows it returned 23.67% year on year in March 2021, and 5.71% gross of fees since inception ...

Macquarie-linked fund manager shutters

KARREN VERGARA | MONDAY, 26 APR 2021

... foreign exchange forward contracts with exposure to developed market and emerging market currencies. According to Morningstar data, the four-year-old strategy has consistently underperformed its benchmark of the Reserve Bank of Australia cash rate, returning ...

Best equities funds to May end

KANIKA SOOD | WEDNESDAY, 10 JUN 2020

New Morningstar data names the equities funds that tallied up the highest returns in the 12-months ending May 31, with Baillie Gifford, Nikko and Perpetual funds among the winners. Baillie Gifford funds distributed by Colonial First State locally have ...

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AMP completes advice licensees sale

KARREN VERGARA

AMP has finalised its divestment of three licensees and support service business to Entireti and AZ NGA as the new owners unveil a revamped leadership team.

OC Funds Management launches fund, scores mandate

MATTHEW WAI

OC Funds Management launched its first Australian equity mid-cap fund, securing more than $500 million from MLC Asset Management.

Magellan launches third Vinva fund

ELIZA BAVIN

Magellan has launched a new fund aiming to provide investors with exposure to a long-short strategy.

WA super law reforms boost GESB

JAMIE WILLIAMSON

Laws that will enable GESB members to keep growing their super with the fund after they leave the public service have been passed.

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Jenny Taing

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'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Mistaking financial literacy for retirement literacy

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Kellie Wood

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SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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