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MORNINGSTAR
Funds management
AXA IM’s smart beta equity ESG fund has received multiple research house accolades, while it outperformed against its benchmark. ...
Funds management
Australian share fund managers posted strong results in July, ahead of the S&P/ASX300 index, according to Morningstar....
Rate the raters
Part one of this year’s Rate the Raters survey found that, unlike last year, Zenith was ahead of the pack, followed closely by Mercer, while Lonsec saw a comparative drop...
Funds management
Boutique Australian equities fund manager, Greencape Capital, has received two highly recommended ratings for its high conviction and broadcap funds. ...
Funds management
Morningstar launched a global risk model with 36 factors to help investors analyse stocks and equity portfolios and make more informed investment decisions....
Funds management
Morningstar has issued a gold award to PIMCO, 15 silver and 14 bronze to Australian and global fixed income funds. ...
Funds management
CBA has re-signed Morningstar as its primary investment research provider for its wealth management business. ...
Superannuation
Australian superannuation growth funds have recorded gains in May, with the median fund returning 2.3 per cent, according to the Morningstar Australian Superannuation Sur...
Funds management
Bennelong shares its portfolio secrets, after it was named the best performing Australian share fund. ...
Financial planning
Advice and stockbroking firm, Bell Potter Securities, plans to take advantage of Morningstar’s real-time data feed to provide new opportunities for clients. ...
Funds management
Advisers are set to gain access to new research that will enable them to make investments based on funds’ handling of ESG risks. ...
Funds management
New analysis from Morningstar suggests planners can no longer rely on the original thinking behind the so-called four per cent rule on safe withdrawal rates....
Funds management
Global share strategies beat their Australian counterparts on average, with the median manager returning 12.7 per cent on an unhedged basis....
Funds management
Australian share fund managers faced a tough November, with results ranging between 3.9 and -10.2 per cent....
Funds management
The median Australian share fund manager had a solid month in October, recording a 4.7 per cent increase, ahead of the S&P/ASX 300 index’s 4.4 per cent, according to Morn...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...