MORNINGSTAR

Financial planning

Standard & Poor’s has placed four Challenger small and micro cap funds ‘on hold’ following the resignation of senior portfolio manager James Ring....

Financial planning

Fund managers have confirmed that the major research houses are still capable of significantly influencing their businesses, with 50 per cent expressing the view that res...

Funds management

Lonsec is the first researcher to reinstate an ‘investment grade’ rating for Colonial First State’s (CFS) Australian property funds following the recruitment of two more ...

Funds management

Research house Morningstar has not lifted its ‘avoid’ rating on Colonial First States’ global property securities fund, despite the Commonwealth Bank-owned fund manager a...

Financial planning

Fewer than half of active fund managers that have beaten the benchmark in their investment category have achieved positive excess returns as a result of management skill ...

Funds management

While 2004 was the year of the boutique, 2005 was, well, the year of the boutique....

Funds management

The relatively weak performance of large cap stocks and some poor decisions on individual stock selection have led researcher Morningstar to rate Macquarie’s internationa...

Financial planning

As Colonial First State’s global listed property offering languishes with Morningstar’s lowest ‘avoid’ rating following the loss of its team to Perennial, BT’s global lis...

Funds management

Following the defection of Colonial First State’s global listed property team to Perennial, Morningstar has downgraded the CFS global property strategy to its lowest rati...

Funds management

Research houses are urging investor caution after yesterday’s shock announcement by Colonial First State that it had lost its entire listed property team....

Financial planning

Morningstar’s head of consulting Anthony Serhan will join Vanguard’s head of retail investment Robin Bowerman in a session covering the importance of after-tax returns....

Editorial

The class of 2005 in the Australian small and micro cap funds sector have been getting a reasonably good wrap of late – despite warnings about the end of a two-year bull ...

Policy & Regulation

New research from Morningstar shows that 70 per cent of Australia’s top 10 performing wholesale funds delivered double digit income returns in the 12 months to June 2005,...

Financial planning

Boutique research house Zenith has put out a review of Australia’s international equities funds, with Macquarie and AWFM Davis coming out on top....

Financial planning

For the second time in a week investors have been told to hold off on investing in funds managed by Colonial First State, sparking expectations of radical changes to the ...

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