Household incomes outpacing the cost of living

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Australian household income is outpacing the cost of living over the longer term, with disposable incomes increasing 20% over the last 27 years, while the average family is better off... Read more continue reading

S&P’s Alternative Strategies Multi-Asset Sector Review finds no change in rating outcomes for managers

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Standard & Poor’s Fund Services today released its ratings on the 10 strategies reviewed in the Alternative Strategies Multi-Asset – Diversified Multi Manager and Multi Strategy peer groups. No fund... Read more continue reading

S&P places six Hunter Hall Funds ‘On Hold’

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Standard & Poor’s Fund Services has placed six Hunter Hall equities funds ‘On Hold’ following the resignation of chief executive officer and portfolio manager David Buckland. After 11 years at... Read more continue reading

S&P releases ratings for the 2011/2012 Australian Listed Property Securities Fund sector review

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Standard & Poor’s Fund Services today released ratings for funds in the 2011/2012 Australian Listed Property Securities fund sector review. Overall, peer group ratings remained stable with just two rating... Read more continue reading

Ratings unchanged as MFS ends distribution arrangement with BNP Paribas

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Standard & Poor’s Fund Services announced today that MFS and BNP Paribas Investment Partners (BNPP IP) plan an amicable separation of their distribution agreement of MFS investment products in Australia... Read more continue reading

‘Boutiques with backing’ gain favour in Australian small cap universe

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Lonsec’s annual review of the Small Cap Australian Equity Fund sector found that boutiques – or, more accurately, ‘boutiques with backing’ – have continued to gain increased prominence as the... Read more continue reading

Hyperion’s Australian Growth Companies Fund and SMA ratings not affected

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Standard & Poor’s Fund Services has announced that its ratings on the Hyperion Australian Growth Companies (AGC) Fund and Hyperion Australian Growth Companies SMA are unchanged following the manager’s announcement that... Read more continue reading

Rob Gensler to retire from T.Rowe Price – fund ratings unaffected

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van Eyk has been informed that Rob Gensler, portfolio manager of the T. Rowe Price Global Equity Fund, will retire on December 31 2012.  Scott Berg, currently the portfolio manager... Read more continue reading

Innovation in the Multi-Asset fund sector

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Lonsec’s annual review of the Multi-Asset Class Fund sector has found that a number of developments have occurred in this sector over the past 12-18 months. Senior Investment Analyst Deanne... Read more continue reading

S&P releases 2011 Sector Report for Alternative Strategies—Futures

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Standard & Poor’s Fund Services has released a report outlining the key findings, themes, and rating distribution of funds within the Alternative Strategies—Futures peer group, following the 2011 review. The group... Read more continue reading