All Articles tagged with 'S&P Fund Services'

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S&P affirms Aviva Investors Direct Separately Managed Accounts rating as ‘Strong’

From Standard & Poor's

Standard & Poor’s Fund Services today affirmed its ‘STRONG’ rating to the Aviva Investors Direct Separately Managed Accounts (DSMA) offering. The rating reflects our conviction that Aviva Investors Australia Ltd.

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27 Feb 2012

S&P rates SPDR S&P/ASX 200 Fund as ‘very strong’

From Standard & Poor's

Standard & Poor’s Fund Services today rated the SPDR S&P/ASX 200 Fund (STW) as ‘very strong’. The rating reflects a combination of very low direct and indirect costs, a highly

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23 Feb 2012

ING Multi-Sector ‘On Hold’ fund ratings unaffected following sale of Optimix to ANZ

From Standard & Poor's

Standard & Poor’s Fund Services today stated that ANZ Bank’s acquisition of the Optimix multi-manager business unit from UBS Global Asset Management (UBS Global AM) has not affected the ‘On

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22 Feb 2012

S&P assigns Four-Star rating to the Netwealth Global Specialist Growth Fund

From Standard & Poor's

Standard & Poor’s Fund Services has assigned a four-star rating to the Netwealth Global Specialist Growth Fund. This fund is classed as a “sibling” of the Russell High Growth A

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16 Feb 2012

S&P upgrades Pengana Asia Special Events Fund

From Standard & Poor's

Standard & Poor’s Fund Services today raised its rating to four stars on the Pengana Asia Special Events Fund, managed by Pengana Capital Ltd. The upgrade follows the fund’s continued

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13 Feb 2012

S&P affirms Three-Star Rating on Zurich Investments Small Companies Fund

From Standard & Poor's

Standard & Poor’s Fund Services today affirmed its three-star rating on the Zurich Investments Small Companies Fund, which is managed by boutique fund manager Ellerston Capital on behalf of Zurich

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09 Feb 2012

S&P places Perennial Australian Property Trust ‘On Hold’ as founder bows out

From Standard & Poor's

Standard & Poor’s Fund Services today placed the Perennial Australian Property Trust ‘On Hold’ following notification that Stephen Hayes, managing director and head of Perennial Real Estate Investments (PREI), will

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09 Feb 2012

S&P releases fund ratings for the 2011 Small-Cap Sector Review

From Standard & Poor's

Standard & Poor’s Fund Services today released ratings for funds included in the 2011 small-cap sector review. Overall, the peer group for Australian smaller companies funds remains highly competitive, with

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03 Feb 2012

S&P affirms rating on Australian Unity Healthcare Property Trust

From Standard & Poor's

Standard & Poor’s Fund Services today affirmed the four-star rating on the Australian Unity Healthcare Property Trust (Class A, Wholesale and Retail units). The three investment options (classes of unit)

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02 Feb 2012

Ratings on Solaris Funds unaffected by analyst departure

From Standard & Poor's

Standard & Poor’s Fund Services today stated that its ratings on two Solaris Australian equity funds are unaffected by the resignation of resources analyst John Hodder. Mr Hodder has resigned

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01 Feb 2012

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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 [...]