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Showing 41 - 50 of 282 results for "Accumulation Index"

Plato fund to shutter

KANIKA SOOD  |  TUESDAY, 2 JUN 2020
... Plato's Australian Shares Core Fund invested in Australian companies and was benchmarked to the S&P/ASX 300 Accumulation Index. It charged 41 bps per year as fees. Since inception, it had returned 0.1% higher than its benchmark after fees to April ...

Boutique launches sustainable Aussie equities strategy

KANIKA SOOD  |  TUESDAY, 19 MAY 2020
... strategy's lead portfolio manager Will Baylis said. It will hold about 55 securities and aim to beat the S&P/ASX 200 Accumulation Index over rolling three-year periods. The fund is priced at 64 bps per year in management fees (negotiable, according to ...

Boutique launches new Aussie equities fund

KANIKA SOOD  |  THURSDAY, 23 APR 2020
COVID-19 shut downs and volatility are not holding back a Sydney-based boutique's plans to launch a new fund. Contact Asset Management tested its new small/mid cap fund via a paper portfolio for 18 months, before hitting launch in mid-March. The ...

Best, worst performing Aussie equities funds

KANIKA SOOD  |  WEDNESDAY, 22 APR 2020
... 20 all-time high. The quarter saw the main benchmarks for large cap Australian equities funds (S&P/ASX 200 Accumulation Index) fall 23% while the small-caps benchmark (S&P/ASX 200 Small Ords Accumulation Index) tumbled 26.7%. Both erased three years ...

Coronavirus puts rocket under shorting ETFs

KANIKA SOOD  |  WEDNESDAY, 18 MAR 2020
... performing equities funds in the recent periods. BEAR returns 0.9% to 1.1% return every time the S&P/ASX 200 Accumulation Index falls 1%. Its leveraged version, BBOZ, delivers 2 to 2.75% increase for 1% fall in the index - similar to what BBUS does for ...

Boutique portfolio manager to retire

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... Zurich Investments. The Celeste Funds Management's fund had outperformed the benchmark S&P/ASX Small Ords Accumulation Index by 6.1% net of fees since inception more than 21 years ago to July this year.

Firetrail fund gets Morningstar rating

KANIKA SOOD  |  THURSDAY, 24 OCT 2019
... Pinnacle's banner. It returned only 0.69% in the year to September end. By comparison, the benchmark S&P/ASX 200 Accumulation Index was up 12.47% during the time. Firetrail accounted for most of Pinnacle's institutional inflows from its 13 affiliates ...

Pinnacle boutique readies investment rejig, fee cut

KANIKA SOOD  |  TUESDAY, 10 SEP 2019
... overseas stock exchanges, as it sees A-REITs get concentrated. Only 10 issuers control 86% of the S&P/ASX300 AREIT Accumulation Index's market cap and almost half of the A-REITs are concentrated in the retail real estate sector, which is experiencing ...

Tribeca Alpha Plus leaks $600m, rebuilds

KANIKA SOOD  |  TUESDAY, 27 AUG 2019
Investors have pulled out more than $600 million from Jun Bei Liu's long/short Aussie equities fund since co-portfolio manager left in April but performance is looking up and there are new hires on the team. The Tribeca Alpha Plus fund was down ...

Managed funds versus the ASX 200

KANIKA SOOD  |  THURSDAY, 22 AUG 2019
Aussie equities managers had a hard time beating the S&P/ASX 200 Accumulation index in the year to June and the underperformance gap has widened significantly over the past four years, according to new Rainmaker research. Just one in 10 wholesale managed ...