RATINGS

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
People & Products

Charter Hall Direct funds have received positive ratings from Lonsec and Zenith across its suite of open unlisted property funds....

image
Funds management

The Templeton Global Growth fund has been awarded a “recommended” rating by Independent Investment Research. ...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Random

What happened to the 700,000 million of MLC if $1.2 Billion was migrated to Expand but Expand had only 512 Million in in...

3 days 13 hours ago
JOHN GILLIES

The judge was quite undrstanding! THEN AASSIICC comes along and closes him down!All you 15600 people who work in the bu...

4 days 10 hours ago
JOHN GILLIES

How could that underestimate happen?usually the quote transfer straight into the SOA, and what on earth has the commissi...

4 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 4 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....

10 months ago