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MORNINGSTAR
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 ...
Funds management
In the dark days of 2001-2002, when investment markets were in the doldrums, a dismal performance by the big institutional funds left a lot of planners and investors look...
Funds management
Ausbil Dexia: Although Ausbil Dexia is not new to the boutique scene, having first pushed its way into the Australian market in 1997, a number of research analysts predic...
Financial planning
All the trouble Perpetual Investments went to set up its Dublin-based international share fund looks to be paying off, with three Australian research houses slapping a st...
People & Products
The departure of the head of BT’s listed property team, Antoinette Platter, has not resulted in any ratings downgrades, but will do little to boost the fund manager’s cur...
Financial planning
Colonial First State’s in-house funds management arm suffered another blow today with both of its small caps funds downgraded to a ‘hold’ rating by research house Morning...
Financial planning
MLC has strayed further down the road of “over-diversification” in adding a ninth Australian equities manager to its portfolio, a Morningstar analyst has said....
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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...