S&P finds global property securities fund performance absolutely positive but relatively negative

From

Performance of currency hedged global property securities funds has continued to be strongly positive in absolute terms over the year to 30 June 2011, but most actively managed funds have generally underperformed their benchmarks. This is despite the sector being one which should provide managers with sufficient opportunities to outperform their benchmarks. S&P Fund Services […]

continue reading

S&P puts Invesco Wholesale Asian Share Fund on hold

From

Standard & Poor’s Fund Services has placed the Invesco Wholesale Asian Share Fund ‘On Hold’. This follows notification from the manager Invesco Australia Ltd. that the fund will move to an Asian consumer demand-themed strategy from its broad-based Asian equities strategy. “Invesco’s Hong Kong-based Asian investment team has managed the Asian consumer demand strategy for […]

continue reading

Zenith model portfolios add value

From

Since their introduction in 2002, the advantages of Zenith Investment Partners (Zenith) model investment portfolios have proven their worth to advisers clients seeking to navigate through several different market environments with a focus on optimising diversification and maximizing return for a given risk profile. While continuing to manage customised model portfolios for select clients, Zenith […]

continue reading

Lonsec: plenty of new entrants to the Australian Concentrated sector

From

Lonsec’s review of the Australian Equity Concentrated sector encompassed 14 funds that were formally researched and rated, and a number of other prospect funds. Lin Ngin, Senior Investment Analyst responsible for this review commented, “Lonsec has seen a number of new entrants to the concentrated sector over the past few years and some of the […]

continue reading

S&P rates Russell’s new After-Tax Fund four stars

From

The Russell Australian After-Tax Australian Shares Fund (the fund) has been awarded a four star – new – rating by Standard and Poor’s (S&P), in recognition of Russell’s “comprehensive and effective” tax-aware strategy to generate superior after-tax returns for superannuation investors. The fund was built specifically for investors on a 15% tax rate and uses […]

continue reading

Lonsec: Global Emerging Markets have attracted a solid fan base

From

Lonsec’s review of the Global Emerging Markets sector encompassed a broad spectrum of existing and prospect Funds, leading to a research universe of 26 funds. Following the Lonsec review process, seven new funds were added to Lonsec research coverage in this sector. Steve Sweeney, Senior Investment Analyst responsible for this sector commented, “This growth reflects […]

continue reading

S&P: SMA Manager numbers on the rise

From

Investor acceptance of separately managed account (SMA) investments is continuing to grow and managers are improving their services on platforms that offer the products. Standard & Poor’s Fund Services today released its ratings of 12 SMA funds that are demonstrating this trend. We upgraded the Dalton Nicol Reid Australian Equity High Conviction Portfolio to four […]

continue reading

Standard & Poor’s Announces 2011 S&P Fund Awards Finalists

From

Standard & Poor’s Fund Services, in association with Professional Planner magazine, today announced the finalists for the 2011 S&P Fund Awards. This year, S&P is offering awards across 10 sectors and two group categories—Product Distributor of the Year and the coveted Fund Manager of the Year. In addition, this year we are launching a new […]

continue reading

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

From

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 […]

continue reading

S&P’s latest Australian equity peer group release

From

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 […]

continue reading