All Articles tagged with 'S&P'

You are in Posts tagged 'S&P' (Page 8)

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

continue reading

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

continue reading

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

continue reading

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

continue reading

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

continue reading

12 Sep 2011

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

continue reading

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

continue reading

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

continue reading

01 Sep 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

continue reading

30 Aug 2011

S&P: SMA Manager numbers on the rise

From Standard & Poor's

Investor acceptance of separately managed account (SMA) investments is continuing to grow and managers are improving their services on platforms that offer the products. Standard & Poor’s Fund Services today

continue reading

24 Aug 2011

FIRST 1...4 5 6 789 10 LAST

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]