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Showing 91 - 100 of 282 results for "Accumulation Index"

Perpetual case dismissed in court

ALEX BURKE  |  THURSDAY, 13 JUL 2017
... benefits shareholders - a fact clearly demonstrated by Brickworks' superior performance to the All Ordinaries Accumulation Index, which has increased 10.5% per annum over the past 48 years, compared to Brickworks' 11.9% total shareholder return," Brickworks ...

Perennial micro-cap fund gets Lonsec tick

ALEX BURKE  |  MONDAY, 22 MAY 2017
... "Recommended" rating. The Perennial Microcap Opportunities Trust aims to outperform the S&P/ASX Small Ordinaries Accumulation Index after fees over rolling three-year periods by investing in 30 to 70 listed and unlisted companies with market capitalisations ...

Cuffe takes stake in Lennox small-cap fund

ALEX BURKE  |  WEDNESDAY, 10 MAY 2017
... Companies Fund is available to retail and institutional investors. It's benchmarked to the S&P/ASX Small Ordinaries Accumulation Index and invests in a concentrated portfolio of listed small-caps as well as derivatives, cash and smaller companies expected ...

Ausbil MicroCap suspends applications and redemptions

JAMIE WILLIAMSON  |  WEDNESDAY, 3 MAY 2017
... investors," the spokesperson said. Rainmaker data shows the MicroCap Fund has beaten the S&P ASX Small Ordinaries Accumulation Index by almost 850%, outperforming in 80% of months since its February 2010 inception with Waters and Prunty at the helm. ...

Paragon hires distribution head from Challenger

ALEX BURKE  |  WEDNESDAY, 29 MAR 2017
... returned 66.7% net of fees since inception in March 2013, compared to the 33.5% returned by the All Ordinaries Accumulation Index.

Hedge fund star joins Merchant Group line-up

ALEX BURKE  |  TUESDAY, 28 MAR 2017
... management role for the group's Merchant Opportunities Fund, which aims to outperform the SX All Ordinaries Accumulation Index net of fees over rolling five-year periods by investing in both listed and soon-to-be-listed companies. Based in Western Australia ...

OC partners for micro-cap fund

ALEX BURKE  |  FRIDAY, 24 MAR 2017
... the past five years, the original version of the fund has delivered 15.5% over the S&P/ASX Emerging Companies Accumulation Index per annum. "The Fund gives investors exposure to a diverse range of compelling and often under-researched companies at the ...

Lonsec upgrades Flinders fund

EMMA RAPAPORT  |  THURSDAY, 16 MAR 2017
... risk-adjusted returns in line with relevant objectives, which is to outperform the S&P/ASX Small Ordinaries Accumulation Index by 5% (gross) over rolling three year periods.

Small caps and corporate activity drive LIC performance

KERRIE SYDEE  |  WEDNESDAY, 7 DEC 2016
... October update revealed a drop in returns for the 12 months to October, with weak returns from the S&P/ASX 200 Accumulation Index down 2.1% for the month and 3.2% for the three months 31 October. Despite the drop, the LIC index managed to record a gain ...

Hedge fund goes retail with performance-only fee structure

ALEX BURKE  |  THURSDAY, 17 NOV 2016
... 11.67% per annum after fees since July 1, 2013. While it isn't benchmarked, it has outperformed the S&P ASX 200 Accumulation index with lower volatility. The fund's strategy focuses on takeover and corporate activity. Harvest Lane chief investment officer ...