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RATING
Funds management
Lonsec has upgraded its rating for the Legg Mason Western Asset Macro Opportunities Bond Fund to ‘recommended’....
Funds management
Zenith has upgraded the Colchester Global Government Bond Fund to ‘highly recommended’....
Funds management
Perpetual has announced that its Global Share Fund has received an upgraded ‘recommended’ rating from Lonsec....
Funds management
Insync Fund Managers’ Global Titans Fund has been awarded ‘favourable’ approved investment grade by SQM Research....
Funds management
SQM Research has revised the rating for the Macquarie Australian Small Companies fund from 3.75 stars to hold....
People & Products
Research and ratings house, Zenith has delivered Prodigy-backed Dalton Street Capital an ‘approved' rating....
Funds management
The Fidelity Global Emerging Markets Fund has received a ‘recommended’ rating from Zenith Investment Partners....
Funds management
Australian Small Companies Fund has received a ‘recommended’ rating from Zenith Investment Partners....
Funds management
Research house, Lonsec has awarded an ‘investment grade’ rating to two of Cooper Investors’ global equities funds....
Funds management
Lazard Australian Diversified Income Fund has received a ‘recommended’ rating from Zenith....
Funds management
Perpetual Pure Credit Alpha Fund has received a ‘recommended’ rating from Zenith Investment Partners....
Financial planning
Risk advisers and other intermediaries have received a poor consumer satisfaction rating in the latest Roy Morgan research suggesting clients are happier going direct....
Funds management
Zenith has awarded a recommended rating to the CFM ISDiversified Trust in Australia. ...
Funds management
Lonsec has given Melbourne-based boutique fund manager, L1 Capital’s long short fund a recommended rating....
Funds management
Experience and quality of investment personnel are key factors behind Lonsec’s decision to upgrade its rating of a BT fund....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...