UPGRADE
Funds management
First Sentier Investors’ Multi-Asset Real Return fund has been upgraded to a ‘Recommended’ rating by Lonsec. ...
Funds management
Confidence in the investment team and fee structure changes has led Zenith to lift Premium China Funds Management’s Premium Asia fund rating....
People & Products
The now Zurich-owned OnePath has announced upgrades to its client management portal OneView Life, as part of its ongoing commitment to its development....
Funds management
Zenith Investment Partners has upgraded its rating for the Platypus Australian Equities Fund to ‘recommended’....
Funds management
The addition of Kuwait to the MSCI Emerging Markets index should encourage investors to consider emerging markets through a Middle East and North Africa perspective, says...
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 ...
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 ...
People & Products
Australia Ratings has upgraded its investment rating of the Aura High Yield SME Fund to ‘very strong’....
Funds management
Research house, SQM Research, has upgraded its rating for Bennelong boutique, Quay Global Investors, to ‘outstanding’....
Funds management
Platypus Asset Management’s Australian Equities Fund has received an upgrade to ‘recommended’ from Lonsec Research....
Funds management
Lonsec has upgraded Allan Gray’s Australia Stable Fund to highly recommended....
Funds management
Lonsec has upgraded its rating for the Legg Mason Western Asset Macro Opportunities Bond Fund to ‘recommended’....
Funds management
Boutique Australian equities fund manager, Greencape Capital, has received two highly recommended ratings for its high conviction and broadcap funds. ...
Policy & Regulation
Financial planning software firm, XPLAN, has introduced first-to-market changes to MLC’s online application process, Riskfirst....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...