Lonsec releases 2011 Infrastructure Securities Funds Sector Review

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Lonsec’s 2011 review of the Infrastructure Securities Funds sector covered eight funds – six global funds, one Australian fund and one hybrid infrastructure fund. Just one fund – the Macquarie... Read more continue reading

Listed infrastructure sector sees positive inflows – S&P

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The listed infrastructure universe continues to grow and was estimated at more than US$2.4 trillion as at Dec. 31, 2010, according to Standard & Poor’s Fund Services’ Listed Infrastructure Sector... Read more continue reading

S&P fund upgrades in Australian Equities concentrated sector

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S&P releases International Property – Listed Sector Review

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Standard & Poor’s Fund Services released its ratings on 21 funds in the International Property – Listed sector review. Most ratings have remained stable, with 15 affirmations, but we also... Read more continue reading

S&P cautious on listed infrastructure

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Standard & Poor’s Fund Services today released its ratings on its Listed Infrastructure sector, affirming ratings on nine funds, upgrading one, assigning two new ratings, and withdrawing its rating on... Read more continue reading

S&P downgrades Perpetual Wholesale Concentrated Equity Fund

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Standard & Poor’s Fund Services has removed from ‘On Hold’ and lowered to four stars from five stars its rating on the Perpetual Wholesale Concentrated Equity fund (CEF). We placed the... Read more continue reading

Fidelity The Only Five-Star Manager In S&P’s Australian Equities Large-Cap Growth/GARP Peer Group

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Standard & Poor’s Fund Services today released its Growth/GARP (growth at a reasonable price) peer group as part of its Australian-Equities Large-Cap sector review. Fidelity was the only manager to... Read more continue reading

Lonsec releases its Australian Equity Long/Short Sector Review

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Lonsec’s review of the Australian Equity Long/Short sector encompassed 12 funds across a diverse range of products,  which Lonsec has broadly categorised as either ‘beta 1’ or ‘variable beta’. Lin... Read more continue reading

S&P Fund Services Assigns Three Stars To Hunter Hall Value Growth Trust

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Standard & Poor’s Fund Services assigned its three-star rating to the Hunter Hall Value Growth Trust, based on the manager Hunter Hall Investment Management’s continuing stable management, enhanced investment process, and... Read more continue reading