About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds Other Sites:   tmmonline.nz  |   landlords.co.nz
Last Article Uploaded: Friday, December 6th, 6:43PM
rss

Articles tagged with 'Morningstar'

Morningstar completes acquisition

2 December 2019 - Morningstar Australasia has completed its previously announced acquisition of AdviserLogic; a cloud-based, financial planning software platform for financial advisers in Australia.

Morningstar backs InvestNow

20 November 2019 - Morningstar has deployed a suite of web components for retail investment platform InvestNow.

Advisers' ESG consideration blew our minds: Morningstar

8 August 2019 - More than 60% of financial advisers think it is part of their fiduciary duty to ask clients about their ESG values and preferences – a statistic that “blew our minds a bit”, Morningstar’s director of manager research says.

KiwiSaver 'as good as it gets'

1 August 2019 - Morningstar warns the past quarter was “about as good as it gets” for KiwiSaver returns.

Research tool will expand adviser access to research: Douglas

25 June 2019 - A new research tool offered by MyFiduciary will help give smaller advice groups more access to information, principal Chris Douglas says.

Former Morningstar man teams up with the old firm

21 June 2019 - Former Morningstar research director Chris Douglas has teamed up with the research house to deliver access to a new tool for advisers.

Morningstar: Fortunes turn for KiwiSaver funds

3 May 2019 - A strong quarter for share markets has helped KiwiSaver funds back into positive territory.

Finalists in fund awards announced

19 February 2019 - Nikko Asset Management secured the most finalist nominations in this year's Morningstar Fund Manager of the Year Awards. It is a finalist in all the...

NZ fund managers better positioned than Australian: Researcher

13 February 2019 - New Zealand’s fund management sector has more competitive offerings than the Australian market – and less to worry about as regulators crack down.

KiwiSaver funds suffer under market volatility

4 February 2019 - About 60% of all KiwiSaver funds tracked by Morningstar ended 2018 in the red.

Environment changing for active managers: Researcher

29 January 2019 - New Zealand active fund managers did not deliver in 2018 on their promise to add value in volatile markets, researchers say.

Morningstar committed to New Zealand

17 December 2018 - Morningstar director of manager research, Asia-Pacific, Tim Murphy says it is still committed to the New Zealand market, despite no longer having researchers on the ground here.

No clear reason for KiwiSaver success

30 July 2018 - Morningstar says there’s no clear differentiating factor that makes high-performing KiwiSaver funds stand out.

Research boss moves on

20 July 2018 - Morningstar's director of research ratings. Asia-Pacific, is leaving his role.

Time for 'green' classification system

11 July 2018 - Advisers say there’s too much uncertainty about “responsible” investment funds.

Fees 'still too high'

19 June 2018 - Pie Funds' move to cut performance fees should prompt useful industry discussions - but isn't in itself a good move for investors, Morningstar director of manager research ratings, Asia-Pacific, Chris Douglas says.

Watch out for 'green-washing'

1 June 2018 - Investment advisers need to look closely at fund managers that promise "responsible" or "ethical" investment options, industry researchers warn.

Mixed sustainability report card for NZ

23 April 2018 - New Zealand has received mixed scores in the latest Morningstar Sustainability Atlas.

Morningstar finalists announced

20 February 2018 - This year Harbour, Nikko and Milford Asset Management are the three finalists for the Morningstar Fund Manager of the Year. Nikko and Harbour (including...

FMA tool ignites fee debate

28 November 2017 - The Financial Markets Authority is being told its KiwiSaver Fund Tracker tool needs a longer timeframe than five years if it is going to make meaningful statements about funds’ performance.

Kiwi investor experience improving: Morningstar

12 October 2017 - New Zealand has received its best ranking yet from Morningstar’s biennial survey of investor experience, but the study flagged concerns about vertically integrated organisations’ sales practices.

Funds not 'true to label': Researcher

7 September 2017 - When is a 'balanced' fund not a balanced fund? When it takes the risk of a growth fund, one researcher says.

New boss for Morningstar

3 August 2017 - Morningstar has appointed a new managing director for Australia and New Zealand.

Growth funds shine again: Morningstar

2 August 2017 - Growth KiwiSaver funds performed strongly again in the June quarter, Morningstar's latest research shows.

Performance fees still need work: Morningstar

19 July 2017 - [UPDATED, ADDS FMA COMMENT] Some New Zealand fund managers are still charging inappropriately structured performance fees, despite FMA attempts to offer guidance, Morningstar director of manager research ratings, Asia-Pacific, Chris Douglas said.

Harbour named top manager - again

2 March 2017 - Harbour Asset Management was, last night, crowned Fund Manager of the Year for the second consecutive time.

Fund manager finalists revealed

14 February 2017 - 2016 was a good year for New Zealand fund managers, Morningstar’s director of research ratings says.

Traditional balanced fund models may not deliver

7 December 2016 - The ability to swim away from risk underpins the investment philosophy behind the new 5 Oceans Fund launched by Castle Point Funds Management.

KiwiSaver bounces back

26 October 2016 - A solid quarter has seen KiwiSaver investments shake off the impact of Brexit-induced market turmoil.

Tool helps analyse portfolios

9 August 2016 - Morningstar has launched a new global risk model that will help financial advisers understand an investment’s factor exposures.

Morningstar's Chris Douglas returns

4 August 2016 - Chris Douglas is returning to New Zealand to take up a new role with researcher Morningstar. He’s spent the past two years working as a senior leader...

Autopilot mode helps KiwiSaver members to better returns

17 May 2016 - KiwiSaver investors are suffering less of a “behaviour gap” in returns than investors in other New Zealand managed funds, new research from Morningstar shows.

Conservative funds take lead

20 April 2016 - More conservative KiwiSaver schemes are starting to get their chance to shine.

Morningstar researcher departs

14 April 2016 - Auckland-based Morningstar research analyst Elliot Smith has left.

Sustainability rating launched

2 March 2016 - Morningstar has launched a new sustainability rating for funds. The new rating will enable investors around the world to evaluate mutual funds and exchange-traded...

Harbour takes top award

24 February 2016 - [UPDATED] Harbour Asset Management has taken out the top prize at this year’s Morningstar New Zealand Fund Manager of the Year awards.

Risk-taking pays off

20 January 2016 - KiwiSaver funds with more assets invested in growth assets shone in the December quarter, Morningstar analysis shows.

KiwiSaver well-positioned for 2016

7 January 2016 - Aggressive and growth funds are likely to continue to top the KiwiSaver performance tables through 2016, an analyst says.

KiwiSaver hits negative returns

22 October 2015 - KiwiSaver accounts took a hit for the first time in years in the September quarter, new Morningstar data shows.

Morningstar makes research appointment

8 October 2015 - Morningstar has appointed Carolyn Holmes as director of equity research for Australia and New Zealand.

Analyst goes independent

5 August 2015 - Former Morningstar equity analyst Nachiket Moghe is branching out on his own, offering independent stock research.

Falling dollar drives returns

23 July 2015 - New Zealand’s falling dollar made the biggest difference to KiwiSaver members’ account balances over the most recent quarter, research firm Morningstar says.

Milford fund downgraded

21 July 2015 - Morningstar says its downgrade of Milford’s Trans-Tasman Fund reflects the fact that Brian Gaynor will have to adopt an unfamiliar strategy to manage its money.

Defensive stocks overpriced

13 July 2015 - Investors' search for yield in a low-interest rate environment is pushing up prices of some equities and sparking warnings.

Morningstar slims down its NZ presence

16 June 2015 - Morningstar has confirmed that it is moving many of its New Zealand operations back to Australia.

Advisers losing out: Morningstar

10 June 2015 - Morningstar’s latest biennial report into the experience of managed fund investors worldwide notes that New Zealand financial advisers are losing market share.

AMP opts out of Morningstar review

4 June 2015 - AMP Capital has turned down Morningstar’s invitation to be part of its latest NZ equities manager review.

Fund research options disappear for AFAs

28 April 2015 - News that FundSource has all but closed down its research operations in New Zealand spells bad news for AFAs.

Small Kiwi market a problem for KiwiSaver

28 April 2015 - Capacity constraints are a looming issue for the KiwiSaver market to contend with as it grows, research house Morningstar says.

Research houses agree on something - a winner

10 March 2015 - This blog runs the risk of being seen as a little sycophantic – I hope it isn’t taken that way. It's genuine, as you will find out at the end.

All tags:

AA Finance Absolute Returns ACC Accessibility accountants Accuro Active v Passive actuary Adrian Orr Advice First advice risk Adviser Business Compliance Aegis AFA affordability aggregation AIA Airbnb Alistair Bean Alister Van Der Maas Allianz Partners AM Best AML AMP AMP Capital Ando Insurance Group Andrew Barnes Andrew Bascand Angus Dale-Jones annuities Anthony Edmonds Anthony Healy Antipodes ANZ ANZIIF awards Aon Hewitt Apartments APIA APRA Apteryx artificial intelligence ASB ASIC asset allocation Asset Finance Asteron Astute ASX ASX 100 Auckland Auckland Council Augusta Aussie Home Loans Avanti average price BAA Bagrie Economics Bancorp Treasury Services banking ombudsman banks Barbara Chapman Barfoot & Thompson Barry Kloogh Barry Read Bath Street BCA Bennelong Better Business Conference bitcoin Blackstone Blackwell Global Blair Vernon Blanket blockchain Bluestone BNP Paribas BNZ body corporates bonds Booster Bradley Nuttall Brent Sheather Brexit Brian Gaynor Brian Klee Bridgecorp bridging finance Bruce Kerr BT Funds Budget build to rent building Business for sale business insurance business management camelot Canstar Canterbury Mortgage Trust capital gains capital gains tax Capital Group capital markets Carey Brunel cash flow Castle Point Centastone Century 21 CFA CFP CFT CGT Chapman Tripp charity Chatswood China Chris Douglas Christian Savings Churn Cigna CIMA CIO Claire Matthews Clarity Funds Management Clayton Copplestone client engagement client first CLU co-op money Co-operative Bank Code Code Committee Code Working Group CoFI CoFR Colliers Commentary commerce commission commercial property Commission Commission for Financial Capability communication complaints complectus compliance conduct confidence consents Consilium Constellation Capital construction consultation Consumer CoreLogic Council of Financial Regulators court Cove Insurance CPD Craigs Investment Partners Cressida cryptocurrency CU Baywide Culture and Conduct currency custody Daintree Dale-Jones damage damage liability Darren Gannon Darren Howlin David Beattie David Boyle David Cunningham David Hisco David Ireland David Whyte de Vere Dealer Groups Dean Anderson decumulation default funds demand Deutsche Bank developers Devon FM digital investment Dimensional Funds DIMS Disability insurance Disclosure disputes disruptive innovation diversified income funds Diversified Investment Strategies diversity Dominick Stephens DTIs Dundas earthquake strengthening EBT Capital education Elevation emerging trends equities ESG estate planning ETFs ethics FADC Fairway FANZ FANZ annual conference FAP FASEA FATCA Federal Reserve fees FEI FGG Fidelity Life Fiducian File Invite finance companies Financial Advice New Zealand financial advisers Financial Advisers Act Financial Disputes Resolution Financial Markets Conduct Act Financial Services Legislation Amendment Act Financial Services Legislation Amendment Bill Findex fintech Finzo first home buyers First Mortgage Trust First Sentier Investments First State Fisher Funds Fitch Fixed interest FMA FMOY FMT FNZ FNZC Forecasts foreign investment Forsyth Barr Foundation Life Foundry AM FoxPlan FPSB fraud Fred Dodds FSC FSCL FSF FSLAA FSLAB FSPR fund liquidity Fund manager of the year funds management FundSource FX Garrison Bridge Gavin Austin General Finance Generate Geneva geopolitical George Kerr Getting to Know GFNZ Gisborne Global Financial Services Global Pacific GMI gold goldman sachs Good Customer Outcomes GRA Graeme Wheeler Grant Robertson green investment Grosvenor Financial Services GRTV GST Guardian Trust Hamilton Hindin Greene Hanover Harbour Asset Management Harmoney Hatch health insurance healthy homes Heartland Heathcote HER HFANZ high-risk investment Hobson Wealth home loans Honours house insurance house prices housing market housing shortage HSBC Hubbard Hunter Hall IAG ICSL IDS IFA IFRS 17 IFSO IML Impact investing Implemented Investment Solutions Income Protection index funds Infinz Infometrics Infrastructure ING innovation insulation insurance Insurance Advisers Insurance Council NZ insurance law insurers interest rates investment investment fund investment manager InvestNow investor confidence investor profile IOOF IPO IRD IRESS ISO IWIinvestor Jack Regan Jacqui Dean Janus Henderson JBWere Jeff Page Jenny Campbell JMI Wealth JMIS Jobline John Berry John Body John Bolton John Botica Jon-Paul Hale Jordi Garcia Juno Katrina Shanks Kelvin Davidson Kensington Swan Kepa Kepler Kernel King Tide kiwi wealth Kiwibank KiwiBuild KiwiSaver KiwiSpend Kōura Wealth KPMG Kris Faafoi landlords Lawyers LBA leaky homes legacy products Legacy Trust Legg Mason legislation Lending Lending Crowd LendMe letting fees level five Liam Mason Liberty licensing Life insurance LifeDirect lifestages Lifetime listed property Listed trusts listings LM Investment Management Loan Market Loss of earnings LVR Macro Prudential Tools Magellan managed funds Mark Lister Mark Wilson Market Close Market Manipulation market outlook marketing Markets Martin Hawes Massey University\ MBIE MDRT median price median rents Mental health Mercer MFS Michael Lang Michael Naylor Midlands Mortgage Trust migration Mike Frith Mike Moore Mike Pero Mike Taylor Milestone Milford Asset Management millennial investors Milton Jennings Mindful Money minimum standards Mint Asset Management MJW MJW Report MLC Wealth MMC MoBIE money week Moodys Morningstar Mortgage Advisers Mortgage Connect Mortgage Express Mortgage Link Mortgage People Mortgage Rates Mortgage Supply mortgages MTF MunichRe Murray Weatherston MyFiduciary mySolutions NAB Nadine Tereora Naomi Ballantyne NBDTs Neon new listings new regime Newpark Newton Ross nib Nick Tuffley Nigel Tate Nikko AM non-bank lenders non-disclosure Norman Stacy NZ Funds NZ Home Loans NZ Super NZ Super Fund NZAM NZCU Baywide NZFSG NZHL NZIER NZIG NZMS NZPIF NZQA NZSA NZX Obituaries OCR OCR forecasts OECD OnePath Opinion PAA PAA Holiday Homes Partners Life Pathfinder Asset Management Paul Glass Paul Goldsmith PDS Peer to Peer Lending Pencarrow pension transfers people Pepper Money Performance fees Perpetual Guardian Peter Leitch PGC Phil Twyford PI PIE pie funds PIMCO Pinnacle Life Pivotal Planet planning platform Platinum Asset Management Plus 4 Plus4 Insurance PM Capital PMG policy ownership politics ponzi population growth portfolio monitoring PreferredNZ price fixing price growth prime lending privacy Private equity private pensions pro-bono Productivity Commission Professional Advisers Associations Professional Development professional indemnity Professional IQ PROMINZ Property Council Property Institute property investment property management property syndicate property values proptech Prospa Public Trust PwC Q Group QBE QFE QROPS qualifications quality mark QuaySt Quotemonster QV RaboDirect Ralph Stewart rates Ratings RBNZ real estate Realestate.co.nz Rebecca Thomas recession record-keeping recruitment registered financial advisers regulation REINZ Remarkable Capital renovation rental market rental returns rents research Research IP Reserve Bank RESIMAC Resolution Life responsible investing Responsible Investment Association Responsible lending retirement Retirement Commissioner Retirement Income Group returns reverse mortgages RFA RIAA Richard James risk risk analysis risk management RMA Rob Everett Rob Hennin roboadvice Rod Severn Rosemary Hassan Ross Asset Management Royal Commission RTA Rupert Carlyon Russell Hutchinson Russell Investments S&P sales activity Salt AM Sam Stubbs Sargon Saturn SBS scam security Select Home Loans Select Investments Senior Trust serious fraud office Share share markets Sharesies Shariah Sharon Zollner Shaun Drylie SiFA Simon Botherway Simon Fisher Simon Hassan Simplicity Situations Vacant Smartshares SME soft commission Sorted Southern Cross Southern Cross Partners Sovereign Spicers Sponsored Content Squirrel SRI Stats NZ Stephen Massey Stephen O'Connor Steve Jurkovich Stewart Group Strategi strategies Strategy Financial succession Sue Brown suitability Summer Suncorp superannuation Superlife SuperRatings supply Sustainability Sustainable Finance Forum Symon Brewis-Weston Synergy T Rowe Price tax tax working group TCIT tech innovation technology tenancy reform Tenancy Services Tenancy Tribunal tenants term deposits term out The Adviser Platform The Answers The Aotearoa Circle The Co-operative Bank The Mortgage Lab The Wrap Tim Fairbrother TMM Opinion TMM people Tony Alexander Tony Mount Tony Vidler Totara Wealth Management Tower Life TPD Trade Me Property Trauma Travel insurance Trevor Slater Triple A TripleA triplejump Trustee Partners Trustees Executors trusts TSB Turners UDC UK Pension Transfers Underwriting UniMed Unit Titles Unitary Plan UNPRI urban development value growth Van Eyk Vanguard Variable Annuities vertical integration Vitality volatility Volo Warren Couillault wealth management platform Wealthpoint Webinars Wellness Westpac wholesale workplace savings nz Wrap Platforms WRF WSNZ Xplan yield Youi Zenith

News Bites
Latest Comments
Subscribe Now

Mortgage Rates Newsletter

Daily Weekly

Most Commented On
Mortgage Rates Table

Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
ANZ 5.19 4.05 ▲4.05 4.49
ANZ Special - 3.55 ▲3.55 3.99
ASB Bank 5.20 3.89 4.05 4.39
ASB Bank Special - 3.39 3.55 3.89
BNZ - Classic - 3.49 3.45 3.99
BNZ - Mortgage One 5.90 - - -
BNZ - Rapid Repay 5.35 - - -
BNZ - Std, FlyBuys 5.30 4.45 4.35 4.55
BNZ - TotalMoney 5.30 - - -
China Construction Bank 5.50 4.70 4.80 4.95
China Construction Bank Special - 3.19 3.19 3.19
Lender Flt 1yr 2yr 3yr
Credit Union Auckland 5.95 - - -
Credit Union Baywide ▼5.65 ▼4.75 ▼4.75 -
Credit Union North 6.45 - - -
Credit Union South ▼5.65 4.75 4.75 -
Finance Direct - - - -
First Credit Union 5.85 3.99 4.49 -
Heartland 6.70 7.00 7.25 7.85
Heartland Bank - Online - - - -
Heretaunga Building Society 5.75 4.80 4.95 -
HSBC Premier 5.24 3.54 3.54 3.69
HSBC Premier LVR > 80% - - - -
Lender Flt 1yr 2yr 3yr
HSBC Special - - - -
ICBC 5.15 3.18 3.18 3.20
Kainga Ora 5.18 4.04 3.95 4.39
Kiwibank 5.80 4.14 4.30 4.64
Kiwibank - Capped - - - -
Kiwibank - Offset 5.15 - - -
Kiwibank Special - 3.39 3.55 3.89
Liberty 5.69 - - -
Napier Building Society - - - -
Nelson Building Society 5.70 4.25 4.15 -
Pepper Money Near Prime 5.64 - 5.44 5.44
Lender Flt 1yr 2yr 3yr
Pepper Money Prime 5.18 - 4.98 4.98
Pepper Money Specialist 7.59 - 7.39 7.39
Resimac 4.50 4.86 3.89 3.94
RESIMAC Special - - - -
SBS Bank 5.29 4.85 5.05 5.49
SBS Bank Special - ▼3.39 3.45 3.89
Sovereign 5.30 4.15 4.29 4.55
Sovereign Special - 3.65 3.75 4.05
The Co-operative Bank - Owner Occ 5.15 3.49 3.59 3.89
The Co-operative Bank - Standard 5.15 3.99 4.09 4.39
TSB Bank 6.09 4.35 4.25 4.69
Lender Flt 1yr 2yr 3yr
TSB Special 5.29 3.55 3.45 3.89
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.34 4.15 4.09 4.49
Westpac - Offset 5.34 - - -
Westpac Special - 3.39 3.45 3.99
Median 5.34 4.04 4.09 4.39

Last updated: 4 December 2019 9:11am

News Quiz

The maximum remuneration model for Australian life insurance advisers is to be set at what?

Upfront 40% + trail 20%

Upfront 50% + trail 10%

Upfront 50% + trail 20%

Upfront 60% + trail 10%

Upfront 60% + trail 20%

MORE QUIZZES »

About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox
 
Site by Web Developer and eyelovedesign.com