Rate the Raters Survey & Fund Reviews

31 October

Rate the raters

Planners choose Morningstar

For the first time in more than four years financial planners have chosen Morningstar as their preferred research

12 June

Rate the raters

Has COVID-19 impacted the relationship between fund managers and research houses?

Oksana Patron examines the relationship between fund managers and research houses and whether it has been affected

17 June

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SQM Research gets recognition from fund managers

While smaller and new entrants to the ratings market are shaking up the status quo, Oksana Patron finds that

2 November

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Planners keep Lonsec on top of the podium

Despite a change in planners’ sentiment, Oksana Patron finds in the second part of Money Management's Rate

5 December

Rate the raters

Lonsec retains momentum

After regaining the top spot in the first part of Money Management's 2017 Rate the Raters survey this year,

30 June

Rate the raters

Lonsec back on top

Lonsec has regained the top spot in the first part of Money Management's 2017 Rate the Raters survey, while

18 November

Rate the raters

Zenith and Lonsec neck and neck

Dealer group support has seen Lonsec Fiscal regain its mantle in part two of Money Management’s 2016 Rate the

Morningstar has issued a gold award to PIMCO, 15 silver and 14 bronze to Australian and Global fixed income funds.

16 August

Rate the raters

Zenith grabs gold from fund managers

Part one of this year’s Rate the Raters survey found that, unlike last year, Zenith was ahead of the pack,

28 August

Rate the raters

Zenith finishes on top

For the second year running, Zenith Investment Partners has come out on top of the pile to claim the title of

6 July

Rate the raters

Lonsec and Zenith lead title chase

Nicholas O'Donoghue writes that for the second year running, the gap between ratings houses, Lonsec and

9 October

Rate the raters

Zenith reaches its zenith

Zenith has been named Money Management’s Research House of the Year for 2014, taking the title from last year’s

24 July

Rate the raters

Dreaming the dream: a perfect ratings house

While nobody’s perfect, Nicholas O’Donoghue asks fund managers what their perfect ratings house would look like,

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Rate the raters

Planners choose Morningstar

Has COVID-19 impacted the relationship between fund managers and research houses?

SQM Research gets recognition from fund managers

Planners keep Lonsec on top of the podium

Lonsec retains momentum

Lonsec back on top

Zenith and Lonsec neck and neck

Zenith grabs gold from fund managers

Zenith finishes on top

Lonsec and Zenith lead title chase

Zenith reaches its zenith

Dreaming the dream: a perfect ratings house

Bent Way Over

Yogi

SD

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