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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Managers Take Different Approaches To Address Mortgage Fund Liquidity With Mixed Outcomes, says S&P

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Standard & Poor’s Fund Services’ rated nine mortgage fund products as part of its Australian Fixed Interest -Mortgages sector review. The funds included six conventional mortgage funds, two hybrid funds, and one high-yield mortgage fund in the rated peer group, released today. More than half the fund ratings remained stable at three stars, but there […]

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S&P Three-Star ‘NEW’ Rating for Australian Unity Diversified Property Fund

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Standard & Poor’s Fund Services today assigned its three-star ‘NEW’ rating to the Australian Unity Diversified Property Fund, managed by Australian Unity Property Funds Management Ltd. In September 2010, Australian Unity Investments (AUI) acquired the previous responsible entity and renamed the fund. Since then, it has clearly articulated its investment strategy and has focused on […]

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Lonsec releases its Global Equity Fund Sector Review

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Lonsec’s latest Global Equity Fund Sector Review included 36 large cap and three small cap funds. x Of these, nine large cap funds attained Lonsec’s top rating, Highly Recommended, including T. Rowe Price Global Equity Fund, Arrowstreet Global Equity Fund, Templeton Global Equities Fund, Aberdeen International Equity Fund (upgraded) and new entrant to Lonsec‟s universe, […]

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S&P Fund Services Rates North Protected Retirement Guarantee As 'Strong'

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S&P Fund Services has assigned its ‘Strong’ rating to the North Protected Retirement Guarantee (PRG). The rating reflects our view that the product is the superior guaranteed minimum withdrawal benefit for life (GMWB for Life) product in the market. “In our view, PRG is superior to competing GMWB for Life products in the domestic market. […]

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S&P Assigns Three-Star Rating To MLC Global Property Securities Fund

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Standard & Poor’s Fund Services today removed from ‘On Hold’ and assigned its three-star rating to the MLC Global Property Securities Trust. We placed the fund ‘On Hold’ last year when portfolio manager Paul Duncan resigned from MLC Investment Management Ltd. The three-star rating represents a downgrade from the fund’s previous four-star rating. x We […]

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S&P Three-Star ‘NEW’ Rating for Glennon Capital Small Companies Portfolio

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Standard & Poor’s Fund Services today assigned its three-star ‘NEW’ rating to the Glennon Capital Small Companies Portfolio, a SMA model portfolio which is managed by Glennon Capital and available on the HUB24 platform. x Glennon Capital is a recently established independent boutique firm specialising in the management of listed Australian-equity portfolios with a focus […]

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All Star Maple-Brown Abbott Listed Property Fund earns “Investment Grade” rating by Lonsec*.

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Kate Mulligan, Managing Director of All Star Funds has announced today a rating of “Investment Grade” by Lonsec for the All Star MBA Listed Property Fund. X Maple-Brown Abbott (MBA) portfolio manager, Charles Dalziell leads the Listed Property team managing the Fund, a capability which has been part of the MBA portfolio for 24 years. […]

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