RATING

Funds management

Research house, Zenith Investment Partners, has awarded a ‘recommended’ rating to Schroders Global Private Equity fund. ...

image
Financial planning

AMP has signalled that it is not unduly fussed by a ratings downgrade issued by ratings house, Moody’s....

image
Funds management

Macquarie Asset Management ranked 55th out of the largest 75 asset managers in terms of its responsible investment approach and has been given a ‘D’ rating by ShareAction...

image
Financial planning

The Australian Prudential Regulation Authority’s announcement of an increase to Westpac’s capital charge and the commencement of an investigation into possible breaches o...

image
Financial planning

Financial advisers will be able to identify which ‘sustainable’ products would align with their clients’ values....

image
Funds management

Research house, Lonsec, has granted a ‘recommended’ rating for the Ausbil Dividend Income Fund. ...

image
Funds management

Lonsec has granted the highest possible ‘highly recommended’ rating to the Charter Hall Direct Industrial Fund....

image
Funds management

Moelis Australia has announced the launch of the Fixed Income Fund in response to market sentiment which has been granted a recommended plus rating from IIR....

image
People & Products

Lonsec has awarded its highest rating to the BetaShares Legg Mason Australian Bond Fund which was launched in November last year....

image
People & Products

Australia Ratings has upgraded its investment rating of the Aura High Yield SME Fund to ‘very strong’....

image
Funds management

Lonsec has awarded its ‘highly recommended’ rating to Hyperion Asset Management’s Global Growth Companies Fund....

image
Funds management

Zenith has announced it will start coverage of the recently launched BetaShares Legg Mason Fixed Income Active exchange traded fund....

image
Funds management

Morningstar has awarded the Nanuk New World Fund with a five star rating for its three-year track record in the large cap world equity category....

image
Funds management

UBS Asset Management has announced that its Emerging Markets Equity Fund has been added to its global offering....

image
Funds management

Lonsec has upgraded Allan Gray’s Australia Stable Fund to highly recommended....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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...

1 month 4 weeks 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...

6 days 20 hours ago