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

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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 the majority of offerings delivering on their investment objectives.  “The median manager in the group returned close to 5% per year, after fees, ahead of

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S&P affirms rating on Australian Unity Healthcare Property Trust

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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) provide a conservatively managed exposure to the specialised health care property sector but with different fee and liquidity mechanisms.  “We view the team responsible for

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Ratings on Solaris Funds unaffected by analyst departure

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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 to pursue other opportunities within the resources sector.  Lorana Szeto has been appointed to the role, effective immediately. Ms Szeto has 16 years’ experience including

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Fidelity The Only Five-Star Manager In S&P’s Australian Equities Large-Cap Growth/GARP Peer Group

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Standard & Poor’s Fund Services today released its Growth/GARP (growth at a reasonable price) peer group as part of its Australian-Equities Large-Cap sector review. Fidelity was the only manager to retain its five-star rating, with the Ausbil Australian Active Equity Fund and Perennial Growth Shares Wholesale Trust both downgraded to four stars. We removed the

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S&P Fund Services Assigns Three Stars To Hunter Hall Value Growth Trust

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Standard & Poor’s Fund Services assigned its three-star rating to the Hunter Hall Value Growth Trust, based on the manager Hunter Hall Investment Management’s continuing stable management, enhanced investment process, and team experience. We now rate the Hunter Hall Value Growth Trust as part of our International Equities – Small Cap sector. It was previously part

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S&P assigns Three-Star ‘New’ rating to GVI Global Industrial Share Unhedged Fund

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Standard & Poor’s Fund Services today assigned its three-star ‘NEW’ rating to the GVI Global Industrial Share Unhedged fund. The product has a short history although it is comparable to the manager’s hedged global industrial share fund, which we rated in our 2010 international equities sector review. The fund invests in global listed stocks using

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S&P Puts 15 ING Funds ‘On Hold’ following sale to UBS

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S&P Puts 15 ING Funds ‘On Hold’ Due To UBS Global Asset Management’s Intention To Acquire ING Investment Management (Australia) Standard & Poor’s Fund Services has placed 15 funds managed by ING Investment Management (Australia) Ltd. (ING IM)  ‘On Hold’ following today’s announcement that UBS Global Asset Management has entered into a binding agreement to acquire

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