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Showing 81 - 90 of 282 results for "Accumulation Index"

WAM LIC appoints director

KARREN VERGARA  |  THURSDAY, 8 MAR 2018
... Geoff Wilson said the investment portfolio outperformed the cash rate by 10.3% and the S&P/ASX All Ordinaries Accumulation Index by 1.9%. "Our highly active market-driven investment process saw the equity portion of the investment portfolio turn over ...

Guinness Asset Management wins global equities mandate

ALEX BURKE  |  WEDNESDAY, 21 FEB 2018
... with a bias towards the micro-cap end of the spectrum. It seeks to outperform the S&P/ASX Emerging Companies Accumulation Index over rolling three-to-five-year periods net of fees. SGH managing director Stephen Hiscock said he was delighted a "quality ...

Lennox launches micro-cap fund

ALEX BURKE  |  MONDAY, 19 FEB 2018
... between 20 and 40 Australian and New Zealand companies and aims to outperform the S&P/ASX Small Ordinaries Accumulation Index. The fund complements Lennox's existing flagship vehicle, the Lennox Australian Small Companies Fund, which has delivered an ...

Paradice appoints portfolio manager from Northcape

ALEX BURKE  |  WEDNESDAY, 24 JAN 2018
... 0.25% over its composite index since inception on 15 May 2017. The index comprises 70% of the S&P/ASX Mid Cap Accumulation Index and 30% of the S%P/ASX Small Ordinaries Accumulation Index. It aims to outperform this composite by 3% per annum net of fees ...

SG Hiscock wins small cap mandate

ALEX BURKE  |  TUESDAY, 23 JAN 2018
... with a bias towards the micro-cap end of the spectrum. It seeks to outperform the S&P/ASX Emerging Companies Accumulation Index over rolling three-to-five-year periods net of fees. SGH managing director Stephen Hiscock said he was delighted a "quality ...

SQM suspends Macquarie fund rating following investment team reshuffle

ALEX BURKE  |  TUESDAY, 12 DEC 2017
... driven strategies." "The investment objective of the Fund will remain to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to longer term (before fees) and to provide capital growth and some income," Macquarie said. The strategy ...

Contango swaps investment managers following AGM

ALEX BURKE  |  TUESDAY, 28 NOV 2017
... contain lower management fees, but with a performance fee for outperformance over the ASX Small Ordinaries Accumulation Index, with any underperformance needing to be recouped before future performance fees are paid." Carroll said the new arrangement ...

Cromwell divests IOF, reopens fund

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
... generated a return of 9.1% per annum (net fees and costs) since inception in 2008 against the S&P/ASX 300 A-REIT Accumulation Index benchmark of 3.4% per annum over the same period. Lonsec and Zenith have rated the fund as 'highly recommended.' Cromwell's ...

QVG Capital launches inaugural fund

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2017
... one," he said. The fund aims to deliver strong absolute returns and outperform the S&P/ASX Small Ordinaries Accumulation Index over rolling three-year periods. The fund also has the flexibility to hold cash should QVG not be able to find attractive investment ...

Managing the three pillars of retirement

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
... holds a concentrated portfolio of 20 to 40 stocks and aims for a greater income return than the S&P/ASX 300 Accumulation Index over rolling five-year periods. "It takes roughly three years to recover from one year of a bear market historically, so you ...