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INTERNATIONAL EQUITIES
Financial planning
International equities have experienced a massive dive in positive fund performances. KATE KACHOR looks at the reasons for bad performances and how managers are repairing...
Financial planning
Morningstar has reconfirmed the Tower group’s one star rating indicating a relatively ‘very poor quality’ fund manager....
Financial planning
Zurich Financial Services (ZFS) new range of multi-manager products has received an less than sterling debut rating from Assirt, and despite some strengths has been award...
Financial planning
UBS Asset Management (UBSAM) has started the new year on a positive note after research house Assirt handed the group a solid overall rating and awarded its Australian eq...
Funds management
Listed property trusts (LPT) have finished 2001 as the best performing asset class for Australia investors, rewarding those who flocked to defensive sectors both before a...
Financial planning
Macquarie Investment Management has given its diversified balanced funds a more conservative tilt after conducting a wide-ranging review into the structure of the funds....
Financial planning
BT Funds Management (BTFM) chief investment officer Gary Symons has hit out angrily at ratings house InvestorWeb after the group downgraded all of BTFM’s international fu...
Financial planning
Australia’s pooled fund managers had more than $4 billion wiped off their bottom line in the first quarter of this financial year as the September 11 tragedy in the US pl...
Financial planning
InvestorWeb has delivered a scathing assessment of BT Funds Management’s international equities capabilities, downgrading the rating of all BT international funds in its ...
Financial planning
Ratings house Assirt has upgraded BT Funds Management (BTFM) diversified product rating from hold to investment grade, or a three star rating, announcing the upgrade aft...
Financial planning
The National Australia Bank has regained the mantle as the top managed fund distributor in the retail market, dominating inflows into managed funds in the last three mont...
Financial planning
BT Funds Management has continued the staff changes with the new head of international equities Paul Durham changing the structure of his role, dividing it into three sep...
Financial planning
News of the departure of Chris Selth from the head of international equities at BT has not made a great impression on researchers Lonsdale Securities (Lonsec) and Investo...
Financial planning
AXA has rolled out its first range of retail funds launche through its partnership with Alliance Capital, four months after launching the same range into the wholesale ma...
Financial planning
Assirt has given the thumbs up to AXA’s funds management business in its first research findings since AXA signed the joint venture with Alliance Capital Management in Oc...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...