S&P awards four stars to Pengana Asian Equities Fund

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Standard & Poor’s Fund Services today assigned its four-star rating to the Pengana Asian Equities Fund, which is a long/short beta variable equity fund managed by Pengana Capital Ltd. The... Read more continue reading

S&P finds portfolio manager tenure has influence on fund performance

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Portfolio manager tenure is playing a role in the performance of Australian equity funds. S&P’s analysis of its rated long-only Australian equity funds shows that managers with long tenure are... Read more continue reading

S&P: strong case for unconstrained strategies of Alternative Equity Funds

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Alternative equity strategies are proving they have a place in a diversified portfolio, as absolute return, alternative income, and market-neutral strategies continue to outperform relative long-only strategies in uncertain and... Read more continue reading

S&P affirms four star ratings on Aviva Australian equity funds

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Standard & Poor’s Fund Services today affirmed its four-star ratings on three Australian equities large-cap funds managed by Aviva Investors Australia. The three funds are the Aviva Investors Professional Dividend... Read more continue reading

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

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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... Read more continue reading

S&P puts Invesco Wholesale Asian Share Fund on hold

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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... Read more continue reading

Zenith model portfolios add value

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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... Read more continue reading

Lonsec: plenty of new entrants to the Australian Concentrated sector

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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... Read more continue reading

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

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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... Read more continue reading

Lonsec: Global Emerging Markets have attracted a solid fan base

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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,... Read more continue reading