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Showing 21 - 30 of 282 results for "Accumulation Index"

Redpoint launches equity income fund

KARREN VERGARA  |  WEDNESDAY, 4 AUG 2021
... dividend-paying Australian companies. The Redpoint Australian Equity Income Fund aims to outperform the S&P/ASX 200 Accumulation Index (Total Return) over a three to five-year time horizon by investing in a portfolio of 40-120 Aussie companies, futures ...

L1 Capital launches activist fund

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... 1.28% p.a. Both classes carry a performance fee of 20.5% if the fund's performance exceeds the S&P ASX 200 Accumulation Index (after management fees and expenses). Hawkins is a former solicitor at Clayton Utz and moved to investment banking at Macquarie ...

Perennial establishes ESG boutique

RACHEL ALEMBAKIS  |  THURSDAY, 22 APR 2021
... Perennial Better Future Trust has returned 13.3% per annum. It has outperformed the S&P/ASX Small Ordinaries Accumulation Index by 6.2% per annum and the ASX 300 Accumulation Index by 5.6% per annum since inception to the end of March 2021. O'Neill will ...

New board director at AFIC

KANIKA SOOD  |  THURSDAY, 22 APR 2021
... 1928 and at March end had assets of $6.3 billion and market cap of $8.3 billion. It invests in S&P/ASX 200 Accumulation Index companies for a 13bps per year fees. At March end, it had a $110 million shareholding in Seek. AFIC's five biggest holdings ...

Ausbil adds to mFund lineup

KANIKA SOOD  |  TUESDAY, 6 APR 2021
... Willoughby-Thomas and Arden Jennings. It has since returned 57.26% to the 30.42% from S&P/ASX Small Ordinaries Accumulation Index. Its biggest holdings included Nuix, Galaxy Resources, Lynas, IGO and Uniti Group. ASX's mFund marketplace had 236 funds ...

Changes on Perpetual Industrial Shares Fund

KANIKA SOOD  |  TUESDAY, 30 MAR 2021
... future endeavours." The strategy invests in industrial shares and is benchmarked to S&P/ASX 300 Industrials Accumulation Index. It has been running since 1995 and is currently under the benchmark on three, five, 10 and since-inception basis.

Aberdeen Standard rejigs Aussie equities fund

KANIKA SOOD  |  THURSDAY, 25 MAR 2021
... particular revenue streams, and target carbon intensity of least 20% lower than its benchmark, the S&P /ASX200 Accumulation Index. Lopez said the fund will invest in stocks it sees as "improvers" that may be screened out of ESG-data providers like MSCI. ...

Hyperion ETF goes live

ANNABELLE DICKSON  |  TUESDAY, 23 MAR 2021
... unlisted fund which is 0.70% per annum management fee and a 20% performance fee above the benchmark (MSCI World Accumulation Index). The Hyperion Australian Growth Companies Fund delivered the highest return in the large-cap segment of 18.9% per annum ...

Managed accounts FUM inch to $100bn

KARREN VERGARA  |  FRIDAY, 12 MAR 2021
... for the second half of 2020 were significantly more positive than the first half. The value of the ASX/S&P200 Accumulation Index rose 13.2% over the period, (compared with the decrease of 10.42% decrease in the prior six months). This will have materially ...

Industry fund awards $60m small caps mandate

KANIKA SOOD  |  MONDAY, 15 FEB 2021
... Fund returned 20.1% in the year ending January, compared to 5.38% from its benchmark S&P/ASX Small Ordinaries Accumulation Index over the same period. Three-year returns for the strategy are 12% p.a. to the benchmark's 6.69% p.a. over the period. ...