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Showing 11 - 20 of 43 results for "MSCI All Country World"

Montgomery adds to global strategy

ANNABELLE DICKSON  |  TUESDAY, 19 OCT 2021
... opportunities," Montgomery chief investment officer Roger Montgomery said. The fund aims to outperform the MSCI All Country World Index SMID Cap Net Total Return Index over rolling five-year periods. It current intends to invest in global car roof rack ...

Loomis Sayles lists active ETF

KARREN VERGARA  |  FRIDAY, 1 OCT 2021
... Fund returned more than 22% per annum to August 31 since its inception on 1 November 2018, beating the MSCI All Country World Index's return of 17.2% p.a. The listed and unlisted unit classes of the Loomis Sayles Global Equity Fund are both available ...

MFS Investment Management launches new trust

ANNABELLE DICKSON  |  WEDNESDAY, 29 SEP 2021
... "Considerable inefficiencies and opportunities reside in the small mid-cap equity sector due to its depth. The MSCI All Country World Small Mid Cap Index comprises 7500 names. Narrow this to 100 securities using a disciplined, repeatable process that ...

Royce Investment Partners launches small-cap fund

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
... allocators and businesses with attractive reinvestment prospects. Royce is targeting returns that exceed the MSCI All Country World Small Cap Index in Australian dollars over three to five years. Managing director of Franklin Templeton Australia & New ...

Copia launches impact fund

ELIZABETH MCARTHUR  |  WEDNESDAY, 7 JUL 2021
... institutional relationships across Australia." The performance objective of the fund is to outperform the MSCI All Country World Index NTR AUD by at least 2% per annum after fees, over three-year periods. Copia will seek to have the fund rated.

Contango approves new WCM strategy

ALLY SELBY  |  MONDAY, 21 SEP 2020
... Long Short Strategy has returned 23.5% per annum since its inception on 30 June 2014, outperforming the MSCI All Country World Index by an annualised 11.9% per annum. The investment company said its board remains focused on improved investment returns ...

Contango dumps investment strategy, opens raise

ANNABELLE DICKSON  |  THURSDAY, 13 AUG 2020
... Short Equity Strategy Composite has generated a return of 23.5% per annum since inception, beating the MSCI All Country World Index by 11.9%. The proposed management fee is 1.40% and is to be split between Contango and WCM plus GST. Meanwhile, its investors ...

Artisan teams up with Melbourne multi-boutique

KANIKA SOOD  |  WEDNESDAY, 1 JUL 2020
... inception in September, 2017 (in AUD and after fees) compared to the 7.2% per year return of benchmark MSCI All Country World SMID Cap Net Index in AUD. In USD terms, it has returned 19% p.a. since inception compared to benchmark's 4.3% p.a. "We're ...

Aberdeen Standard global equities funds downgraded

KANIKA SOOD  |  MONDAY, 20 APR 2020
... initiated or topped-up in US growth stocks. "...the portfolio's trailing P/E of 22.7 sat well above the MSCI All Country World ex Australia Index's 17.3 as of February 2020; it was also higher than the portfolio's 18.0 measure a year prior," it said. ...

Morningstar now an ETF issuer

KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
... International Shares (Hedged) Fund which has a minimum investment size of $10,000. The fund has beat its benchmark MSCI All Country World ex-Australia Index with Net Dividends Reinvested (Hedged into $AUD) since inception, and in recent periods. Morningstar ...