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Showing 121 - 130 of 283 results for "Accumulation Index"

Van Eck launches small cap ETF

LAURA MILLAN  |  THURSDAY, 28 MAY 2015
... reduce risk by focusing on only the most liquid stocks. The index has outperformed the S&P/ASX Small Ordinaries Accumulation Index over the last five years and with reduced volatility. "MVS gives investors an instant portfolio of dividend paying small ...

Small cap fund opens to retail investors

LAURA MILLAN  |  FRIDAY, 24 APR 2015
... objective is to deliver a total return of CPI plus 7.5%, as well as to outperform the S&P/ASX Small Ordinaries Accumulation Index after fees and costs over five-year periods. Phoenix applies quantitative screening and fundamental analysis to build a ...

Perpetual appointed RE for Regal

DARREN SNYDER  |  THURSDAY, 9 APR 2015
... had more than $165 million in funds under management as of February. It aims to outperform the S&P/ASX 300 Accumulation Index net of fees over a rolling five year basis. Perpetual also acts as RE for Morphic's flagship fund.

Perennial to raise capital for Aussie equities LIC

LAURA MILLAN  |  THURSDAY, 12 MAR 2015
... Australian companies, with an overweight to stocks outside the ASX top 20, as compared with the S&P/ASX 300 Accumulation Index. The company's independent board of directors is chaired by former Russell Investments chief executive of Asia Pacific ...

Retail super bounces back

STAFF WRITER  |  THURSDAY, 5 MAR 2015
... basis points in favour of NFP funds. Underpinning the super fund performance recovery is that the S&P ASX300 accumulation index over the rolling 12 months to end January bounced up from 5% at end December to 12% at end January just as the rolling 12 ...

90 West Global Natural Resources awarded two ratings

STAFF WRITER  |  WEDNESDAY, 4 FEB 2015
... nearly 21% of global share market capitalisation." The fund seeks to outperform the S&P Global Natural Resources Accumulation Index in AUD by at least 3% per annum over the full market cycle (three to five years). Since inception in July 2012, it has ...

AMCIL suffers short-term performance dip

MARK SMITH  |  WEDNESDAY, 21 JAN 2015
... of 43 stocks as well as cash. Over the six month period the portfolio declined 2.1% whereas the S&P/ASX 200 Accumulation Index increased 2.5%. The one- year return of the portfolio to 31 December 2014 was 1.9% whereas the S&P/ASX 200 Accumulation Index ...

FEATURE: A new world order in active management

MARK SMITH  |  FRIDAY, 21 NOV 2014
... five years. According to the index provider, three quarters of active funds underperformed the S&P/ASX 200 Accumulation Index over the five years to the end of June 2014, while two thirds fell short of the benchmark over one and three-year periods. The ...

Super returns dip to 9.0 pct

STAFF WRITER  |  TUESDAY, 4 NOV 2014
... both Statewide and UniSuper with 11.2%. Underpinning the super fund performance fall is that the S&P ASX300 accumulation index performance over the rolling 12 months contracted further from 14% at end August to 6% at end September although this was offset ...

Active fund failure shown in new data

MARK SMITH  |  WEDNESDAY, 8 OCT 2014
... Australian equities didn't fare much better. Three-quarters of active funds underperformed the S&P/ASX 200 Accumulation Index over five years, while two-thirds fell short over the benchmark over one and three-year periods. A-REITS performed just as badly. ...