All Articles tagged with 'fund ratings'

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S&P affirms four star ratings on Aviva Australian equity funds

From Standard & Poor's

Standard & Poor’s Fund Services today affirmed its four-star ratings on three Australian equities large-cap funds managed by Aviva Investors Australia. The three funds are the Aviva Investors Professional Dividend

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05 Sep 2011

S&P finds global property securities fund performance absolutely positive but relatively negative

From Standard & Poor's

Performance of currency hedged global property securities funds has continued to be strongly positive in absolute terms over the year to 30 June 2011, but most actively managed funds have

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02 Sep 2011

S&P puts Invesco Wholesale Asian Share Fund on hold

From Standard & Poor's

Standard & Poor’s Fund Services has placed the Invesco Wholesale Asian Share Fund ‘On Hold’. This follows notification from the manager Invesco Australia Ltd. that the fund will move to

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01 Sep 2011

Lonsec: plenty of new entrants to the Australian Concentrated sector

Lonsec’s review of the Australian Equity Concentrated sector encompassed 14 funds that were formally researched and rated, and a number of other prospect funds. Lin Ngin, Senior Investment Analyst responsible

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31 Aug 2011

S&P rates Russell’s new After-Tax Fund four stars

From Russell Investments

The Russell Australian After-Tax Australian Shares Fund (the fund) has been awarded a four star – new – rating by Standard and Poor’s (S&P), in recognition of Russell’s “comprehensive and

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30 Aug 2011

Lonsec: Global Emerging Markets have attracted a solid fan base

Lonsec’s review of the Global Emerging Markets sector encompassed a broad spectrum of existing and prospect Funds, leading to a research universe of 26 funds. Following the Lonsec review process,

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24 Aug 2011

Concentration of managers evident in Lonsec’s 2011 Global Long/Short Sector Review

Lonsec’s review of the Global Equity Long/Short sector encompassed 15 funds now allocated into two categories – Global (11 funds) and regional Asia (four funds). Of these two global products

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18 Aug 2011

One upgrade, one downgrade in S&P’s Australian-Equity Value peer group

From Standard & Poor's

Standard & Poor’s Fund Services today released its value peer group as part of its Australian Equities Large-Cap sector review. We upgraded the PM Capital Wholesale Australian Share fund to

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12 Aug 2011

S&P releases Alternative Strategies – Equity Sector report

From Standard & Poor's

Standard & Poor’s Fund Services has released its ratings on the Alternative Strategies Equity sector, which contains three peer groups—Beta Variable, Market Exposure, and Market Neutral. We rated 38 offerings

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10 Aug 2011

Lonsec releases 2011 Infrastructure Securities Funds Sector Review

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

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08 Aug 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 [...]
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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 [...]
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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 [...]