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Showing 101 - 110 of 242 results for "Australian SMA"

YBR founder to lead government taskforce

ALEX BURKE  |  TUESDAY, 21 NOV 2017
The founder and chair of Yellow Brick Road will lead a Federal Government small business taskforce with appointees from Suncorp, Australian Unity and NAB. Mark Bouris will chair the Small Business Taskforce, which the Department of Industry, Innovation ...

Pinnacle boutique launches $250m LIC offer

ALEX BURKE  |  WEDNESDAY, 25 OCT 2017
A Pinnacle affiliate has launched the initial public offering for a new small cap listed investment vehicle. Spheria Asset Management is aiming to raise up to $250 million for Spheria Emerging Companies Limited (SEC), which will invest in a portfolio ...

Ophir high conviction fund added to HUB24

EMMA RAPAPORT  |  TUESDAY, 26 SEP 2017
Australian small and mid-cap equities manager Ophir Asset Management announced the addition of its Ophir High Conviction Fund to HUB24's IDPS platform. Launched in 2015, the fund provides investors with a concentrated exposure to a portfolio of Australian ...

BGL integrates with Xero for single database

EMMA RAPAPORT  |  TUESDAY, 12 SEP 2017
Clients of BGL Corporate Solutions and Xero will see their compliance workloads reduced following the integration of Simple Fund 360 and CAS 360 with Xero Practice Manager. The two-way integration upgrade will ensure that changes made to a client's ...

Aussie large cap funds underperforming: Research

KARREN VERGARA  |  TUESDAY, 4 JUL 2017
The large cap Australian equity market is generating the toughest returns for active fund managers in years, the latest Zenith Investment Partners research shows. In the 12 months to March the sector generated 18.1% in returns, with an average rated ...

Finding quality in small caps

ALEX BURKE  |  WEDNESDAY, 31 MAY 2017
Small-cap portfolios are becoming a critical driver of long-term returns for investors - but only if they know how to use them. New research from Activus Investment Advisors demonstrates that small caps traditionally outperform large companies in bull ...

Azimut investment play gets Lonsec approval

ALEX BURKE  |  TUESDAY, 23 MAY 2017
The Australian asset management arm of Azimut Holdings, AZ Sestante, recently had one of its first Australian products rated by Lonsec. AZ Sestante operates as the responsible entity for the Sestante Australian Small Companies Fund, managed by Azimut ...

K2 slashes fees for three funds

ALEX BURKE  |  THURSDAY, 11 MAY 2017
Following a round of fee reductions from Vanguard and Platinum Asset Management, K2 Asset Management will cut management and performance fees for three of its managed funds. For the K2 Australian Fund, the management fee will fall from 1.54% to 1.31%. ...

Cuffe takes stake in Lennox small-cap fund

ALEX BURKE  |  WEDNESDAY, 10 MAY 2017
Chris Cuffe's Third Link Growth Fund will provide seeding for a new small-cap strategy established under Challenger boutique network Fidante Partners. Lennox Capital Partners' Australian Small Companies Fund is available to retail and institutional ...

BetaShares expands to Victoria

JAMIE WILLIAMSON  |  THURSDAY, 4 MAY 2017
BetaShares is celebrating its $4 billion milestone with the creation of a new role and establishment of a new office. In support of its continued growth, BetaShares has appointed a national manager, adviser services to be based in the business' new ...