RATINGS

Funds management

Rating moved from stable to negative by Fitch reflecting the market uncertainty and the possibility of an earnings hit in the next two years. ...

image
Funds management

First Sentier Investors’ Multi-Asset Real Return fund has been upgraded to a ‘Recommended’ rating by Lonsec. ...

image
Financial planning

The likelihood that businesses won’t restart and customers won’t be able to start paying down their mortgages have been factors in ratings house Fitch downgrading Westpac...

image
Life/Risk

Fitch Ratings has announced its first-time ‘BBB’ rating for ClearView Wealth to reflect its poor recovery prospects in the event of a default. ...

image
Funds management

The latest FE fundinfo Crown Ratings rebalance has revealed the degree to which the times have not suited many value funds but have nonetheless seen 50 upgrades to the to...

image
Superannuation

Digestible investment risk data for superannuation funds needs to be standardised by APRA to help members compare apples with apples, according to AMP. ...

image
Funds management

Research house SQM has given a ‘superior’ rating of the Australian Eagle Trust Long-Short fund of 4.25 stars....

image
Funds management

Zenith Investment Partners has upgraded its rating for the Platypus Australian Equities Fund to ‘recommended’....

image
Funds management

Zenith has announced it has upgraded the two of Allan Gray’s funds, the Allan Gray Australia Equity Fund and the Allan Gray Stable Fund, to its highest rating of ‘highly ...

image
Funds management

L1 Capital has announced that its UK Property Fund III has been added to Macquarie Wrap platforms, Macquarie Investment Manager and Macquarie Investment Consolidator....

image
Funds management

Fitch Ratings has awarded stable outlooks to two Australian REIT issues in light of their leading positions in the Australian real estate market....

image
Superannuation

Super funds aren’t providing adequate high-quality, ethical and sustainable investment options, according to a survey of advisers, with many so-called ethical options fai...

image
Funds management

Lonsec has upgraded its ratings for three of ETF Securities’ funds: the ETFS S&P/ASX 300 High Yield Plus ETF, ETFS Morningstar Global Technology ETF and ETFS ROBO Global ...

image
Funds management

VanEck’s MSCI World ex Australia Quality exchange traded fund has received a ‘highly recommended’ rating from Lonsec....

image
Funds management

Zenith Investment Partners has granted either ‘highly recommended’ and ‘recommended’ ratings to four of Legg Mason’s global fixed income funds....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 4 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 7 hours ago