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Showing 71 - 80 of 282 results for "Accumulation Index"

WAM Capital announces LIC takeover bid

KARREN VERGARA  |  FRIDAY, 31 AUG 2018
... 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 ...

Boutique fund manager eyes second LIC

DARREN SNYDER  |  WEDNESDAY, 8 AUG 2018
... past year. "[It delivered] strong risk adjusted returns for our investors...outperforming the All Ordinaries Accumulation Index by 4.5%," Siegling said. "The top contributors to performance for the year were ARQ Group (previously Melbourne IT), Macquarie ...

BNP Paribas AM sells Arnhem stake, appoints new investment manager

JAMIE WILLIAMSON  |  WEDNESDAY, 1 AUG 2018
... reflect JCP's greater flexibility in stock picking. The fund's benchmark will change from the S&P/ASX 200 Accumulation Index to the S&P/ASX 300 Accumulation Index and the minimum investment will increase by $5000 to $25,000. Its aim to provide ...

Investor interest in long-short strategies surging: Zenith

KANIKA SOOD  |  THURSDAY, 12 JUL 2018
... The cohort as a total returned 11.7% p.a. in the five years to March. This was 4.1% higher than S&P/ASX 300 Accumulation Index return of 7.6% p.a. Risk volatility was also lower for long-short funds, with annualised standard deviation of 8.9% versus ...

Boutique fund manager bolsters investment team

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... portfolios." For the year to 30 June 2018, the SGH20 Fund returned 24.5% after fees, outperforming the S&P/ASX300 Accumulation Index by 10%. It has returned 11.3% per annum since its inception in 2004. The fund also recently received a "Favourable" rating ...

Former Macquarie equities team launches boutique

KANIKA SOOD  |  FRIDAY, 25 MAY 2018
... products company Fletcher Building. The open-ended, trust structure fund is benchmarked against the S&P/ASX 200 Accumulation Index. Management fees are 0.95% and performance fee are 15% of the fund's excess return, net of the management fees. Hodgens ...

Perennial cuts fees for defensive LIC, revises investment strategy

ALEX BURKE  |  TUESDAY, 22 MAY 2018
... currently entitled to a performance fee of 15% of WDE's relative net return (benchmarked to the ASX 300 Accumulation Index). This will be amended such that Perennial will still be entitled to the fee but not during periods of negative returns. These ...

Alphinity rolls out sustainable Aussie equities fund

ALEX BURKE  |  FRIDAY, 18 MAY 2018
... Sustainable Development Goals. The Alphinity Sustainable Share Fund (SSF) aims to outperform the S&P/ASX 300 Accumulation Index after fees (0.95%) over rolling five-year periods. It holds between 35 and 55 stocks. Companies are chosen based on strong ...

SMSF home bias drags returns

KARREN VERGARA  |  TUESDAY, 17 APR 2018
... wars also brought a volatile start to 2018. The major developed markets all saw large falls with the S&P500 Accumulation Index posting a negative 3.7%, while the FTSE Euro 100 fell 4% and MSCI Japan fell 3.7%. Meanwhile, the S&P/ASX 200 had a positive ...

Flinders fund offers insto rates for retail investors on HUB24

KANIKA SOOD  |  TUESDAY, 10 APR 2018
... actively-managed portfolio invests in small and emerging Australian companies. It aims tobeat the S&P/ASX Small Ordinaries Accumulation Index by 3%. Last year it outperformed the benchmark by 2.97%, returning 17.96% as opposed to All Ordinaries' 14.99% ...