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Showing 31 - 40 of 6443 results for "Benchmark"

Actively managed, ESG funds top 2023 outflows

KARREN VERGARA  |  TUESDAY, 6 FEB 2024
... significant gains for investors who were brave in the turbulent weeks that went before. For example, the US ten-year benchmark bond yield blew out to almost 5% in October before rallying strongly to end the year down at 3.9%," Lee said.

BlackRock iShares adds to factor ETFs

JAMIE WILLIAMSON  |  MONDAY, 5 FEB 2024
... of the new products, with the management fee dropping from 0.30% to 0.25%. At the same time, the product's name and benchmark is also changing, becoming the iShares MSCI World ex Australia Minimum Volatility ETF, and tracking the MSCI World ex Australia ...

Pinnacle affiliates push FUM to $100bn

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... throughout," the firm said. Pinnacle has a total of 15 affiliates; some 81% of their strategies have outperformed the benchmark over a five-year period. The firm said in the latest reporting round, macroeconomic and geopolitical events continued to cause ...

Aware Super appoints head of public market equities

ANDREW MCKEAN  |  THURSDAY, 25 JAN 2024
... public market equities strategy, saying that someone with her calibre, skills, and global expertise will help set a new benchmark for how super funds can extract value from this sector. He added that the new role signifies Aware Super's intent to ...

Morningstar reveals Australian equities upgrades, downgrades

ANDREW MCKEAN  |  FRIDAY, 15 DEC 2023
... an attractive price. Morningstar's conviction in the strategy to deliver long-term positive alpha over the category benchmark, S/ASX 200 Index, has increased, underpinned by its growing confidence in the strength of the Realindex's investment team, it ...

Link names retirement, super product lead

JAMIE WILLIAMSON  |  THURSDAY, 30 NOV 2023
Link Group has named a chief product officer to lead the development and strategic direction of its retirement and superannuation solutions. Jonathan Shaw will step into the role of chief product officer for Retirement and Superannuation Solutions (RSS) ...

Don't abandon 60/40: J.P Morgan

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
As the economy enters a period of transition, J.P. Morgan Asset Management (J.P. Morgan) has stressed the long-term advantages of the iconic 60/40 portfolio. The J.P. Morgan Asset Management 2024 Long-Term Capital Market Assumptions (LTCMAs) report ...

On-platform TDPs miss performance test benchmarks, worst on fees: APRA

ANDREW MCKEAN  |  WEDNESDAY, 29 NOV 2023
... superannuation product performance, revealing that most on-platform trustee directed products (TDPs) underperform their benchmark and exhibit higher administration fees. The prudential regulator's analysis based on the 2023 superannuation performance ...

Income fund shuttered by Equity Trustees

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2023
... funds under management - about half what it had in June 2022. Since its 2007 inception, it has failed to outperform the benchmark, achieving 5.08% against the 1-Year Bank Bill Swap Rate's 5.21%. The KFM Income Fund was Kaplan Funds Management's only ...

Private equity, venture capital outperform listed assets: Research

CHLOE WALKER  |  FRIDAY, 24 NOV 2023
Over the past decade, private equity (PE) and venture capital (VC) in Australia have yielded an 18% return on investment compared to 9% for the ASX 100 and 8% for the ASX Small Ordinaries Index in the last decade. According to the Australian Investment ...