S&P Assigns ‘STRONG’ Rating To Commonwealth Bank’s Vantage+ Product

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Standard & Poor’s Fund Services has assigned its ‘STRONG’ rating to the Commonwealth Bank Vantage+ product. This reflects what we view as a solid expected risk-return profile, simple and efficient structure, and clear product philosophy and targeted investor profile. Commonwealth Bank Vantage+ provides enhanced or leveraged exposure to the price returns performance of the S&P/ASX […]

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S&P Assigns Ratings To Various Sibling Funds For BT Platforms

Standard & Poor’s Fund Services today assigned ratings to various sibling funds managed by a range of fund managers. These sibling funds relate to headline funds available on BT platforms where Westpac Financial Services Ltd. is the responsible entity. We define a sibling fund as a fund that invests in an underlying pool or fund […]

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S&P Assigns Three-Star Rating To BT European Share Wholesale Fund

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Standard & Poor’s Fund Services today assigned its three-star rating to the BT European Share W fund, which is managed by MFS International (U.K.) Ltd. Relative performance has been good since MFS started managing the fund and it is meeting its objective over each rolling three-year period to March 31, 2011. Pleasingly, this has also been […]

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S&P:’New’ ratings Russell After Tax and Income Shares Funds

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S&P Rates Russell Australian After Tax Fund As Four Stars And Russell Enhanced Income Shares Fund As Three Stars   Standard & Poor’s Fund Services today assigned its four-star ‘NEW’ rating to the Russell Australian After Tax Fund and its three-star ‘NEW’ rating to the Russell Enhanced Income Shares Fund. x The Russell Australian After Tax Fund is […]

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S&P: Three Star Rating Russell Commodities Fund

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Standard & Poors Assigns Three-Star Rating To Russell Commodities Fund After Manager Replacement Standard & Poor’s Fund Services today removed from ‘On Hold’ and assigned its three-star rating to the Russell Commodities Fund, an alternative strategies product managed by U.S.-based Russell Investment Management. We placed the fund ‘On Hold’ soon after it was first reviewed […]

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S&P Assigns Four-Star ‘NEW’ Rating To AQR Wholesale Managed Futures 1P Fund

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Standard & Poor’s Fund Services today assigned its four-star ‘NEW’ rating to the AQR Wholesale Managed Futures 1P Fund, an alternative strategy product focused on the trend-following managed futures or commodity trading adviser (CTA) sector.   U.S.-based manager AQR Capital Management LLC aims to offer investors exposure to the bulk of returns of trend-following managed […]

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S&P: Three-Star ‘NEW’ Rating Hunter Hall Global Ethical Trust Hedged Fund

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Standard & Poor’s Fund Services today assigned its three-star ‘NEW’ rating to the Hunter Hall Global Ethical Trust Hedged Fund. This is a new product offered by Hunter Hall Investment Management that provides investors with direct hedged exposure to the Hunter Hall Ethical Trust, also rated three stars. Hunter Hall is a boutique manager with […]

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Product innovation needed to boost Australian ETF popularity among institutional investors

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New Russell research released today shows 30% of institutions will consider using ETFs in future in a significant way Education and innovation will be key to evolution of institutional ETF market Global financial services firm Russell Investments is urging Australian institutional investors to properly understand how they can use ETFs in portfolio management, and is rallying […]

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Australian Mortgage Funds Continue To Suffer Redemption Pressure

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Funds in Standard & Poor’s Fund Services’ Australian Fixed Interest – Mortgages rated peer group have all continued to deliver monthly income distributions and capital stability, but most are experiencing redemption pressure and a lack of positive net fund flows, according to the Sector Report published today. Mortgage fund managers have not had uniform approaches […]

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Principal Global Investors Central Bank Research May 2011

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Principal Global Investors’ Central Bank Research for May 2011 carefully examines the trends across the US Federal Reserve (Fed) bank and the Reserve Bank of Australia (RBA). The outlook explores the recent softening in economic data has raised concerns over the sustainability of the U.S. recovery and the growing concern for the US fiscal outlook. […]

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