All Articles tagged with 'Fund Management'

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S&P assigns Three-Star ‘New’ rating to GVI Global Industrial Share Unhedged Fund

From Standard & Poor's

Standard & Poor’s Fund Services today assigned its three-star ‘NEW’ rating to the GVI Global Industrial Share Unhedged fund. The product has a short history although it is comparable to the manager’s hedged global industrial share fund, which we rated in our 2010 international equities sector review. The fund invests in global listed stocks using

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14 Jul 2011

Qantas Super first to adopt agency FX model

From Russell Implementation Services

Qantas Superannuation Ltd (Qantas Super), the Trustee of the A$6bn Qantas Superannuation Plan, has appointed Russell Implementation Services Inc. (RIS), a part of Russell Investments, to provide agency foreign exchange (FX) services. This initiative will provide Qantas Super with complete transparency around its FX trading costs and could deliver cost savings to its members in

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11 Jul 2011

S&P Australian Equites Large-Cap review: more down than up

Standard & Poor’s Fund Services today released its second batch of peer group ratings in its 2011 Australian Equities Large-Cap sector review for Income, Multi-Manager, Quantitative, and Unconstrained funds. We affirmed most ratings in the peer groups, but downgraded three funds, upgraded one, assigned one new rating, and removed one fund from ‘On Hold’, reinstating its

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07 Jul 2011

Zenith reviews international shares sector

From Zenith Investment Partners

Zenith Investment Partners (Zenith) has announced the completion its 2011 International Shares Sector Review and Zenith Senior Investment Analyst Steven Tang confirmed 51 funds achieved a Recommended rating. The 51 Recommended Funds have been included on the national research provider’s Recommended List and are available for inclusion for client model portfolios. Commenting on the review,

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07 Jul 2011

Aussie dividends ETF catches eye of international investors

From Russell Investments

Russell urges investors to consider cash alternatives with new ETF Global investment services firm Russell Investments is encouraging investors to think outside term deposits and cash and look for income alternatives such as high dividend paying shares which can boost returns, provide capital growth and be more tax effective. Russell’s High Dividend Australian Shares ETF

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07 Jul 2011

ASX Group Monthly Activity Report – June 2011

The value of ASX-listed stocks, as measured by the All Ordinaries Index, fell 2.7% during June 2011. Many other major markets also fell during the month including Hong Kong down 5.4%, the US down 1.8%, the UK down 0.7%, and Singapore down 1.2%. In contrast Japan was up 1.3%. Over the course of financial

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06 Jul 2011

Artio Global Investors Selects Australia for Global Expansion

From Artio Global

Ian Webber to lead focus on Australian institutional investment market New York-based investment management firm Artio Global Investors (“Artio Global”) announced it is opening an office in Sydney, Australia, bringing its unique investment management approach to the Australian institutional market. Artio Global manages US$ 49.2 billion in assets as of May 31, 2011 across a

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06 Jul 2011

ING to sell Australian investment management unit to UBS

ING announced today that it has reached an agreement to sell its Australian investment management business to UBS. ING Investment Management Australia’s business provides a number of investment strategies and products directly to the Australian institutional and wholesale markets. The business had EUR 24.8 billion (AUD 34.0 billion) in assets under management as of 31

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30 Jun 2011

S&P Puts 15 ING Funds ‘On Hold’ following sale to UBS

From Standard & Poor's

S&P Puts 15 ING Funds ‘On Hold’ Due To UBS Global Asset Management’s Intention To Acquire ING Investment Management (Australia) Standard & Poor’s Fund Services has placed 15 funds managed by ING Investment Management (Australia) Ltd. (ING IM) ‘On Hold’ following today’s announcement that UBS Global Asset Management has entered into a binding agreement to acquire

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30 Jun 2011

All Star IAM Australian Share Fund achieves Recommended rating by Zenith

From All Star Funds

Kate Mulligan, Managing Director of All Star Funds has announced today that the All Star IAM Australian Share Fund has been given a rating of “Recommended” by ratings agency Zenith. Zenith’s report states that Greg Matthews, portfolio manager of the All Star IAM Australian Share Fund, “is well supported by a team of senior portfolio

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29 Jun 2011

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CPD: What doesn’t kill us makes us poorer - the cost of care in Australia
Life, looking good in the ‘lucky country’? As the self-proclaimed ‘lucky country’, Australia’s impressive achievements across sport, science, and cultural [...]
CPD: Life Insurance 2030 - the products of the future
Introduction Competitive forces within the Australian life insurance market have long underpinned a strong culture of innovation amongst insurers. Recognising [...]
CPD: Global small caps - An underappreciated and underutilised alpha sleeve
Many investors and advisers recognise that a diversified portfolio should include an allocation to equities across the market capitalisation spectrum. [...]
CPD: Factor investing in action, across regions, cycles and asset classes
In article one of this two-part series Factor investing – an introduction[1], we introduced the concept of factor investing, exploring [...]
CPD: Surviving the dividend drought
Introduction The Australian market declined sharply from the 20 February high of 7,160 to the 23 March low of 4,536, [...]