Morningstar makes appointments to Australasian manager research team

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Morningstar has appointed Daniel Cheang, CFA as a Senior Analyst, and Matthew Wu as an Analyst. They will be responsible for undertaking research on Australian and New Zealand managed funds, listed investment companies, and exchange-traded funds.

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Last Year’s Top Performing Equity Manager Wins Another 5-star rating

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Last year’s best performing equity manager Millinium Capital has confirmed its reputation as the rising star of Australian funds management after its fixed income portfolio was awarded Morningstar’s top rating.

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Morningstar appoints Melbourne-based Business Development Manager

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Morningstar Australasia has appointed Guy Callaghan as Melbourne-based Business Development Manager to further enhance the firm’s sales and client relationship management efforts.   “We’re very pleased to have Guy on

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Morningstar announces findings from Global Fund Investor Experience report

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Morningstar has released the results for Australia of its bi-annual global report assessing the experiences of managed fund investors in 24 countries in North America, Europe, Asia, and Africa. The

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Morningstar wraps up research on Global Listed Infrastructure

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Morningstar today released its Sector Wrap-Up for global listed infrastructure funds, covering eight strategies. Key Findings Funds which achieve Morningstar Analyst RatingsTM of Gold, Silver, or Bronze are designated Morningstar

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Managed Funds start 2013 with mainly healthy returns

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Morningstar has released managed fund performance league tables for the first quarter of 2013. “The growth rally that started mid-way through last year continued into the first quarter of 2013,

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Morningstar Australian Superannuation Survey – April 2013

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Morningstar has published interim results of the Morningstar® Australian Superannuation Survey, providing comprehensive coverage of the performance of Australian-offered retirement savings vehicles to 31 March 2013. The Survey includes both commercial

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Morningstar wraps up Emerging Markets research

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Morningstar has released its Sector Wrap-Up for Asian equities and emerging markets equities funds, covering 18 strategies, nine in each asset class.  Key Findings We gave only one of the 18

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Morningstar Australian Superannuation Survey – March 2013

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Morningstar has published interim results of the Morningstar® Australian Superannuation Survey, providing comprehensive coverage of the performance of Australian-offered retirement savings vehicles to 28 February 2013. The Survey includes both

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Morningstar wraps up research on Global Equities Strategies

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Morningstar today released its Sector Wrap-Up for global equities funds, covering 50 global large-cap strategies and eight global small-cap strategies. Morningstar does not charge or accept payment from fund managers

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