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
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
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
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,
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
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
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
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
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
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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