RATING

Funds management

Research house, Zenith Investment Partners, has awarded a ‘recommended’ rating to Schroders Global Private Equity fund. ...

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Financial planning

AMP has signalled that it is not unduly fussed by a ratings downgrade issued by ratings house, Moody’s....

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Funds management

Macquarie Asset Management ranked 55th out of the largest 75 asset managers in terms of its responsible investment approach and has been given a ‘D’ rating by ShareAction...

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Financial planning

The Australian Prudential Regulation Authority’s announcement of an increase to Westpac’s capital charge and the commencement of an investigation into possible breaches o...

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Financial planning

Financial advisers will be able to identify which ‘sustainable’ products would align with their clients’ values....

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Funds management

Research house, Lonsec, has granted a ‘recommended’ rating for the Ausbil Dividend Income Fund. ...

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Funds management

Lonsec has granted the highest possible ‘highly recommended’ rating to the Charter Hall Direct Industrial Fund....

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Funds management

Moelis Australia has announced the launch of the Fixed Income Fund in response to market sentiment which has been granted a recommended plus rating from IIR....

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People & Products

Lonsec has awarded its highest rating to the BetaShares Legg Mason Australian Bond Fund which was launched in November last year....

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People & Products

Australia Ratings has upgraded its investment rating of the Aura High Yield SME Fund to ‘very strong’....

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Funds management

Lonsec has awarded its ‘highly recommended’ rating to Hyperion Asset Management’s Global Growth Companies Fund....

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Funds management

Zenith has announced it will start coverage of the recently launched BetaShares Legg Mason Fixed Income Active exchange traded fund....

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Funds management

Morningstar has awarded the Nanuk New World Fund with a five star rating for its three-year track record in the large cap world equity category....

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Funds management

UBS Asset Management has announced that its Emerging Markets Equity Fund has been added to its global offering....

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Funds management

Lonsec has upgraded Allan Gray’s Australia Stable Fund to highly recommended....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day 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 2 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 ago

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

9 months 2 weeks ago