Concentration of managers evident in Lonsec’s 2011 Global Long/Short Sector Review

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Lonsec’s review of the Global Equity Long/Short sector encompassed 15 funds now allocated into two categories – Global (11 funds) and regional Asia (four funds). Of these two global products were awarded ‘Highly Recommended’ – the Five Oceans World Fund and Platinum International Fund. One Asian long/short product received a Highly Recommended rating – the […]

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S&P’s latest Australian equity peer group release

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Standard & Poor’s Fund Services today released its style-neutral peer group as part of its 2011 Australian Equities Large-Cap sector review. We upgraded the Schroders Wholesale Australian Equity Fund to five stars and downgraded the BlackRock Wholesale Australian Share Fund to two stars. At the same time, we affirmed our ratings on 13 funds, including […]

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Aviva ratings unaffected by change in ownership – S&P

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Standard & Poor’s Fund Services today stated that its ratings on all products offered and managed by Aviva Investors Australia are unaffected following the sale of the business to nabInvest, the direct asset management business of National Australian Bank. Aviva Investors has stated that there will be no change to the management of its existing […]

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One upgrade, one downgrade in S&P’s Australian-Equity Value peer group

Standard & Poor’s Fund Services today released its value peer group as part of its Australian Equities Large-Cap sector review. We upgraded the PM Capital Wholesale Australian Share fund to three stars, but downgraded the AXA Wholesale Australian Equity Value Fund, which is managed by Bernstein, to three stars. We affirmed our five-star ratings on […]

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S&P releases Alternative Strategies – Equity Sector report

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Standard & Poor’s Fund Services has released its ratings on the Alternative Strategies Equity sector, which contains three peer groups—Beta Variable, Market Exposure, and Market Neutral. We rated 38 offerings this year, upgrading three, downgrading one, affirming our ratings on 29 funds, and assigning five new ratings. Four funds retained their five-star ratings at this […]

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S&P announces international equity research service in Australia

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Standard & Poor’s has announced that it is launching International Equities Research services for the Australian market on 1 September 2011. S&P International Equity Research provides independent equity investment perspectives, with both qualitative and quantitative research on selected global equities. The research incorporates a broad array of proprietary S&P data on valuation, risk, and cross-asset […]

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Lonsec releases 2011 Infrastructure Securities Funds Sector Review

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Lonsec’s 2011 review of the Infrastructure Securities Funds sector covered eight funds – six global funds, one Australian fund and one hybrid infrastructure fund. Just one fund – the Macquarie International Infrastructure Securities Fund – was awarded Lonsec’s highest rating, Highly Recommended. Andrew Coutts, Investment Analyst responsible for this sector commented, “This is a small […]

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Listed infrastructure sector sees positive inflows – S&P

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The listed infrastructure universe continues to grow and was estimated at more than US$2.4 trillion as at Dec. 31, 2010, according to Standard & Poor’s Fund Services’ Listed Infrastructure Sector Report published today. Over the past year, strong performance has been rewarded by positive flows despite investors being generally nervous to re-enter other listed markets. […]

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S&P fund upgrades in Australian Equities concentrated sector

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