FE ANALYTICS

Funds management

Money Management has looked at last year’s top quintile Australian small/mid-cap equity funds and found that five have maintained their position....

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Funds management

While several strategies have witnessed a fall in their FE Crown Fund Rating, some funds’ underperformance can be put down to conviction, while others continue to perform...

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Funds management

Having the capability to specialise and seize opportunities quickly defines the FE Crown Ratings’ top performers, with their consistency across rating calculations also s...

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Funds management

Witnessing a lift in their FE Crown Fund Ratings from one to four Crowns are the Evans and Partners International strategy and the State Street Passive Balanced Trust....

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Funds management

Over a third of funds in the Australian Core Strategies Equity – Australia sector have been awarded a four and five-Crown rating, making it the sector that’s fared the be...

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Funds management

Money Management has looked at the funds in the Asia Pacific ex Japan sector to see which ones have produced consistent returns over the last ten years. ...

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Funds management

Money Management has looked at the top performing high-and-low-risk Australian equity funds to see whether high-volatility funds are a risk worth taking....

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Features

Hannah Wootton finds that while the $1,073,200,000 Aberdeen Emerging Opportunities fund may be appropriately investing in the assets its objective promises, its poor capi...

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Funds management

Money Management has looked at funds launched in the last three years to see where investors think the best opportunities are. ...

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Funds management

Money Management has looked at the Australian equity funds outperforming the ASX 200 and maintaining a lower FE Risk Score. ...

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Funds management

Money Management has looked at the funds with positive returns over discrete annual periods since the global financial crisis to see who emerged unscathed. ...

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Funds management

Money Management has looked at the funds in the Australian equities sector with an ethical or sustainable investment focus to see who’s outperforming the index. ...

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Features

After diving into FE Analytics to look at the IOOF MultiMix International Shares Fund, Hannah Wootton finds that the trust has delivered on the promises it lays out in it...

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Funds management

Money Management looked at the performance of the Australian equity income sector, which sat in the bottom quartile as compared to its equity peers. ...

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Funds management

Money Management had a look at emerging markets in FE Analytics to find that the sector as a whole provided solidly in the year to this May’s end, delivering returns of 9...

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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...

3 weeks ago

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

3 weeks 5 days ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 3 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 18 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

22 hours 10 minutes ago