Fund Credit Quality Rating On Perennial Cash Enhanced Fund Withdrawn

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Standard & Poor’s Ratings Services announced today that it has withdrawn its ‘AAf’ fund credit quality rating on the Perennial Cash Enhanced Fund. The rating has been withdrawn at the... Read more continue reading

S&P Assigns Four-Star ‘NEW’ Rating to AXA Emerging Markets Fund

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Standard & Poor’s Fund Services today assigned its four-star ‘NEW’ rating to the AXA Emerging Markets Fund. The fund is a long-only active equity strategy that was launched on July... Read more continue reading

Lonsec releases 2010 Global Emerging Markets and Regional Equities Sector Review

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Lonsec has released its 2010 review of the Global Emerging Markets and Regional Equities sector, encompassing 20 funds. Four funds were awarded Lonsec’s highest accolade, ‘Highly Recommended’ – the Templeton... Read more continue reading

Lonsec releases 2010 Sector Review – Single Manager Hedge Funds

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Lonsec has released its 2010 Single Manager Hedge Funds Sector Review, covering 16 funds of which four received Lonsec’s highest rating of “Highly Recommended” – the BlackRock Scientific Global Markets... Read more continue reading

Lonsec releases 2010 Australian and Global Long/Short Sector Reviews

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Lonsec has released its 2010 Sector Reviews covering Australian and global long/short funds. Twelve Australian equity long/short funds were reviewed, with three attaining Lonsec’s highest rating of “Highly Recommended” –... Read more continue reading

Lonsec releases 2010 Diversified Funds Sector Review

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Lonsec’s 2010 Diversified Funds Sector Review resulted in the assignment of two Highly Recommended ratings, to BlackRock and Schroders. The ratings assigned to each manager generally apply across the various... Read more continue reading

Lonsec releases its 2010 Australian Property Securities Funds Sector Review

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Lonsec’s 2010 review of the Australian Property Securities sector included 19 funds, of which only one attained Lonsec’s top rating, Highly Recommended. This was the Vanguard Property Securities Index Fund.... Read more continue reading

Active vs Passive funds – the debate continues…

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Overview The debate over active versus passive management is not a new one. In the 1960s the world saw Eugene Fama develop the theory of the efficient market hypothesis and... Read more continue reading

A Case for Emerging Small Cap

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The staggering growth of emerging market economies has led to a new dynamic in global consumerism. Increasing wealth and modernization across these markets is creating a new global middle class,... Read more continue reading

Emerging markets local currency debt: Capitalising on improved sovereign fundamentals

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Emerging markets local currency-denominated debt is a relatively large and liquid asset class that represents some of the most creditworthy emerging market sovereigns, offers two distinct sources of return (currency... Read more continue reading