RATING

Funds management

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

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Financial planning

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

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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...

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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...

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Financial planning

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

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Funds management

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

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Funds management

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

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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....

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People & Products

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

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People & Products

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

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Funds management

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

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Funds management

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

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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....

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Funds management

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

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Funds management

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

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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 3 days ago

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

4 weeks 1 day 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. ...

1 week 2 days 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. ...

4 days 22 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...

4 days 2 hours ago