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Showing 31 - 40 of 282 results for "Accumulation Index"

Hyperion makes foray into active ETFs

KARREN VERGARA  |  THURSDAY, 21 JAN 2021
... unlisted fund which is 0.70% per annum management fee and a 20% performance fee above the benchmark (MSCI World Accumulation Index). Lead managers Mark Arnold and Jason Orthman said the firm decided to launch an active ETF due to the increased demand ...

AMP Capital drops fees on listed property fund

KANIKA SOOD  |  FRIDAY, 27 NOV 2020
... after fees. The year ending September has been better, with 8.61% outperformance to the S&P/ASX 200 A-REIT Accumulation Index. AMP Capital's retail funds lineup has seen many changes this year. Earlier his month, it shut a 19-year old sustainable share ...

AMP Capital shutters Aussie equities fund

KANIKA SOOD  |  MONDAY, 16 NOV 2020
... same time and has since joined Platypus Asset Management as head of ESG. The fund aimed to beat S&P/ASX 200 Accumulation Index while picking companies with a sustainability and ESG focus. It has made two fee cuts in recent years and in May, also tightened ...

Pengana shutters income-focused fund

KANIKA SOOD  |  THURSDAY, 5 NOV 2020
... earnings yields of at least 6% per annum. The returns have been below the RBA cash rate as well as the ASX 300 Accumulation Index. The fund's one year returns at September end were -13.23% (compares to ASX 300's -9.96%). Since inception to September ...

Industry fund launches new passive options

JAMIE WILLIAMSON  |  WEDNESDAY, 14 OCT 2020
... The new Australian Shares (Indexed) option aims to achieve a gross return matching that of the S&P/ASX 100 Accumulation Index over three years. The investment fee charged on this option is set at 0.07%. Meanwhile, the International Shares (Indexed) option ...

Managed accounts inch to $80bn

KARREN VERGARA  |  WEDNESDAY, 16 SEP 2020
... for the period, Milliman head of capital markets for AustraliaVictor Huang said the value of the ASX/S&P200 Accumulation Index fell -10.42% compared to the 3.06% increase in the Accumulation Index. "This helps explain the reason why overall FUM didn't ...

Boutique launches Aussie equities fund

KANIKA SOOD  |  TUESDAY, 15 SEP 2020
... style neutral and invests in a concentrated portfolio of stocks with the aim of beating S&P/ASX 200 Industrials Accumulation Index over rolling three-year periods. Top 10 holdings at August end included: Tabcorp, Telstra, Aurizon, Lendlease and IPH. ...

Super fund tops up Tribeca mandate

KANIKA SOOD  |  FRIDAY, 11 SEP 2020
... 4.41% return since its August 2019 inception to last month's end, better than the benchmark (S&P/ASX200 Accumulation Index)'s -3.79%. Sage's two funds just got rated recommended ratings from Lonsec.

Sydney boutique winds up fund

KANIKA SOOD  |  TUESDAY, 28 JUL 2020
... to a sustainable level. The Redpoint Industrials Fund aimed to perform in line with S&P/ASX 100 Industrials Accumulation Index post fees on five year rolling periods, while holding less than half of the companies in the benchmark. As at June end, it ...

Prodigy boutique finds new strategic partner

KANIKA SOOD  |  WEDNESDAY, 24 JUN 2020
... and Naheed Rahman, runs an Aussie small caps fund, holding 35-50 stocks aiming to beat the S&P/ASX Small Ords Accumulation Index. The fund has had a good year, returning 2.7% in the 12 months to May end when its benchmark did -2.9%. Warakirri's move ...