All Articles tagged with 'fund ratings'

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S&P: Corals Commodity Fund rating unaffected by proposed change in Responsible Entity

From Standard & Poor's

Standard & Poor’s Fund Services today stated that its rating on the Barclays Corals Commodity Fund is unaffected by Barclays’s proposed change of responsible entity from Aurora Funds Management to

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10 Oct 2011

S&P places UBS Property Securities Funds ‘On Hold’

From Standard & Poor's

Standard & Poor’s Fund Services today placed the UBS Global Property Securities Fund and UBS Property Securities Fund ‘On Hold’. This follows a change in portfolio and research responsibilities, and

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06 Oct 2011

S&P: Australian equity large-cap fund managers striving to stay on top

From Standard & Poor's

Big brand and boutique managers alike continue to raise the bar in the quality and scope of research undertaken within the Australian equity sector, according to Standard & Poor’s Fund

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06 Oct 2011

S&P assigns Four-Star ‘NEW’ Rating to Advance Alternative Strategies Multi-Blend Fund

From Standard & Poor's

Standard & Poor’s Fund Services today assigned its four-star ‘NEW’ rating to the Advance Alternative Strategies Multi-Blend Fund, which is a hybrid approach to fund-of-hedge-funds (FOHF) investing managed through a

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05 Oct 2011

S&P Fund Services rates CBA Capital Series Spectrum product as ‘Strong’

From Standard & Poor's

Standard & Poor’s Fund Services has assigned its ‘STRONG’ rating to the Commonwealth Bank’s (CBA)’s Capital Series Spectrum product, indicating it is an efficient and effective structure offering a value

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23 Sep 2011

Lonsec considers the drivers for alternative assets positive in current environment

Lonsec’s review of the Alternatives sector encompassed 25 funds across ‘Alternatives – Single Strategy and Alternatives – Multi-Asset/Multi-Manager funds. Five funds attained Lonsec’s highest rating, Highly Recommended – the Fauchier

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23 Sep 2011

S&P assigns Three-Star ‘New’ rating to Hunter Hall Asian Value Trust

From Standard & Poor's

Standard & Poor’s Fund Services today assigned its three-star ‘new’ rating to the Hunter Hall Asian Value Trust, which is managed by Hunter Hall Investment Management using the same process as

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22 Sep 2011

S&P awards four stars to Pengana Asian Equities Fund

From Standard & Poor's

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

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20 Sep 2011

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

From Standard & Poor's

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

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15 Sep 2011

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

From Standard & Poor's

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

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12 Sep 2011

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]