Search Results | Showing 61 - 70 of 282 results for "Accumulation Index" |
| | | ... cash (5%). It aims to perform in line with the benchmarks' returns (before tax) which are: the S&P/ASX300 Accumulation Index, MSCI World ex-Australia ex-Tobacco Net Dividends Reinvested Index, Bloomberg AusBond Composite 0+ Years Index, Citigroup ... |
| | | | ... Management launched a new benchmark-insensitive Australian equities trust. It aims to beat the S&P/ASX 300 accumulation index by 6% per annum, over rolling five-year periods, with JCP Investment Partners appointed as investment manager. "In partnering ... |
| | | | ... showed that implementing the changes with no delay resulted in an excess return of 1.3% about the S&P/ASX 200 Accumulation Index benchmark to March 2018. In comparison, a six-month delay would return an excess of 0.2%. If there were a delay of 12 months ... |
| | | | ... returned 17.2% per annum since its April 2017 inception. This is 8.5% over its benchmark S&P/ASX Small Ordinaries Accumulation Index's 8.72% p.a. return. Earlier this year, the boutique added a microcap strategy. This has lost 4.54% since its 31 January ... |
| | | | ... benchmark by 2.2%. WLE, which has a similar mandate, invests in large-cap Australian companies in the S&P/ASX 200 Accumulation Index. Matthew Haupt is the lead portfolio manager. Chris Stott was CYA's chief investment officer and portfolio manager. ... |
| | | | ... September 2018, the fund produced a return of 26.69% (wholesale units) outperforming its benchmark, the S&P/ASX 300 accumulation index, by 12.66% after fees and expenses. Lonsec said Platypus's fund has a persistent growth style, concentrated approach ... |
| | | | ... sustainable." The Nikko AM Australian Share Value Fund launched in August 1987, benchmarked against the S&P/ASX 200 Accumulation Index. Investors with a minimum $2000 could invest in the fund that allocated proceeds mainly in financials, materials and ... |
| | | | ... predominately in ASX-listed entities in addition to derivatives and cash. It aims to outperform the S&P/ASX 300 Accumulation Index by investing in a diversified portfolio of Australian shares. WAM Capital said WDE's investment manager has "underperformed ... |
| | | | ... results for shareholders with a total shareholder return for the year of 27.5% (outperforming the All Ordinaries Accumulation Index by 12.6%)," he said. "Over the past 15 years, an investment in WHSP has increased by more than five times while the index ... |
| | | | ... Management has launched a new benchmark-insensitive Australian equities trust that will aim to beat the S&P/ASX 300 accumulation index by 6% per annum, over rolling five-year periods. With JCP Investment Partners appointed as investment manager, the ... |
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