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RATINGS
Funds management
First Sentier Investors’ Multi-Asset Real Return fund has been upgraded to a ‘Recommended’ rating by Lonsec. ...
Financial planning
The likelihood that businesses won’t restart and customers won’t be able to start paying down their mortgages have been factors in ratings house Fitch downgrading Westpac...
Life/Risk
Fitch Ratings has announced its first-time ‘BBB’ rating for ClearView Wealth to reflect its poor recovery prospects in the event of a default. ...
Funds management
The latest FE fundinfo Crown Ratings rebalance has revealed the degree to which the times have not suited many value funds but have nonetheless seen 50 upgrades to the to...
Superannuation
Digestible investment risk data for superannuation funds needs to be standardised by APRA to help members compare apples with apples, according to AMP. ...
Funds management
Research house SQM has given a ‘superior’ rating of the Australian Eagle Trust Long-Short fund of 4.25 stars....
Funds management
Zenith Investment Partners has upgraded its rating for the Platypus Australian Equities Fund to ‘recommended’....
Funds management
Zenith has announced it has upgraded the two of Allan Gray’s funds, the Allan Gray Australia Equity Fund and the Allan Gray Stable Fund, to its highest rating of ‘highly ...
Funds management
L1 Capital has announced that its UK Property Fund III has been added to Macquarie Wrap platforms, Macquarie Investment Manager and Macquarie Investment Consolidator....
Funds management
Fitch Ratings has awarded stable outlooks to two Australian REIT issues in light of their leading positions in the Australian real estate market....
Superannuation
Super funds aren’t providing adequate high-quality, ethical and sustainable investment options, according to a survey of advisers, with many so-called ethical options fai...
Funds management
Lonsec has upgraded its ratings for three of ETF Securities’ funds: the ETFS S&P/ASX 300 High Yield Plus ETF, ETFS Morningstar Global Technology ETF and ETFS ROBO Global ...
Funds management
VanEck’s MSCI World ex Australia Quality exchange traded fund has received a ‘highly recommended’ rating from Lonsec....
Funds management
Zenith Investment Partners has granted either ‘highly recommended’ and ‘recommended’ ratings to four of Legg Mason’s global fixed income funds....
People & Products
Charter Hall Direct funds have received positive ratings from Lonsec and Zenith across its suite of open unlisted property funds....
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...