EVERGREEN RATINGS

Funds management

The Wentworth Williamson Stable Income fund has been given a ‘commended’ rating as it had a very high degree of conviction that the fund would reach its targets, accordin...

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Funds management

The asset class is one of the few asset classes where the skillset of the manager could actually demonstrate the ability to preserve investor capital, according to Evergr...

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Financial planning

As the world is experiencing a global transition from reliance on fossil fuels to renewable energy, investors should see an acceleration in green energy investments next ...

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Funds management

New research house, Evergreen Ratings, will look closely at the closed-ended, wholesale, illiquid and listed investment vehicles offered by Australian and global fund man...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago