Morningstar names promising strategies



Morningstar has published a list of new promising investment strategies that have the potential to attract broader attention from investors.
The new prospects would include the following funds:
- AB Global Equities
- Bennelong Concentrated Australian Equities
- JPMorgan Global Research Enhanced Index Equity
- Solaris Australian Equity Long Short
AB Global Equities was appreciated due to its strong focus on sustainable business models and reasonable valuations and a competitively-priced global equity strategy, while Bennelong Concentrated Australian Equities, which is run by skilled portfolio manager Mark East, was praised for its investments in domestic stocks with earnings power and growth potential.
According to Morningstar, JPMorgan Global Research Enhanced Index Equity could be attractive for investors due to its modest active bets combined with an experienced team which ran the strategy for almost over a decade outside Australia.
At the same time, Solaris Australian Equity Long Short offered a high-conviction approach which was new to the Australian market and built on a core investment process that was rated highly.
Additionally, Morningstar’s six-monthly Prospects Report identified two funds which were “graduated to full coverage” while three others dropped from the list.
The funds which graduated (pending analyst ratings) were:
The funds which dropped from the list were:
- Pangana PanAgora Absolute Return Global Equities
- Presima Global Property Securities Concentrated
- Wavestone Wholesale Australian Share
Morningstar’s managing director manager research ratings Asia-Pacific, Chris Douglas, said that the report aimed to identify strategies that may deserve a wider audience and eventually full analyst research coverage.
Recommended for you
Retailisation of private markets such as evergreen funds may seem like appealing options for wholesale and retail investors, but providers risk undermining trust if their products are unclear.
Ethical investment manager Australian Ethical has seen its funds under management rise by a third over FY25 to close out the year at $13.9 billion.
BlackRock Australia’s head of intermediary distribution James Waterworth has taken up a new distribution role at an alternative asset manager, while Antipodes has hired a distribution director.
BlackRock’s iShares ETFs have reported a record first half for inflows, gaining US$192 billion in the past six months, to see overall ETF assets under management rise to US$4.7 trillion as it launches its first active ETF in Australia.