CROWN RATINGS

Funds management

Showing that substance ultimately matters more than having a big name, the August FE Crown Ratings calculations saw some major fund managers awarded just one Crown on man...

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Funds management

While several strategies have witnessed a fall in their FE Crown Fund Rating, some funds’ underperformance can be put down to conviction, while others continue to perform...

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Funds management

Over a third of funds in the Australian Core Strategies Equity – Australia sector have been awarded a four and five-Crown rating, making it the sector that’s fared the be...

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Funds management

Witnessing a lift in their FE Crown Fund Ratings from one to four Crowns are the Evans and Partners International strategy and the State Street Passive Balanced Trust....

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Funds management

Having the capability to specialise and seize opportunities quickly defines the FE Crown Ratings’ top performers, with their consistency across rating calculations also s...

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Funds management

FE Analytics shows which Aussie equity income funds have managed to outperform their peers over the past three years....

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Funds management

Morningstar achieved five crown ratings for six of its 15 funds, FE’s second bi-annual Crown Rating reports. ...

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Funds management

Boutique firms with five-crown rated funds tell Money Management that the key to good performance is a universal investment strategy and high-conviction philosophy. ...

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Funds management

FE Analytic’s second run of quantitative Crown Ratings has found that this time it was Macquarie Investment Management which has topped the table of the most effective fu...

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Funds management

The latest FE Crown Ratings confirm that substance always defeats hype, with four of the six funds rated as having the most Crown Ratings in November, last year, continui...

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Funds management

The ACS Property – Global sector has the most one-FE Crown rated funds, with eleven sectors in total having more than average funds with the lowest ranking....

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Funds management

Investors Mutual has emerged as one of the best performing and most effective fund managers over the last three years, based on Money Management’s new Crown Ratings....

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Funds management

Perpetual Investment Management has emerged as the most effective fund manager over the last three years with the most fund deemed worthy of being awarded the highest rat...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

2 days 8 hours ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

2 days 10 hours ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

5 days 10 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 2 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago