Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 239 results for "Australian SMA"

First Sentier axes investment units, AUM takes $14bn hit

KARREN VERGARA  |  TUESDAY, 23 APR 2024
First Sentier Investors (FSI) is shuttering four investment teams, seeing the exit of 30 professionals by the end of the year and the loss of about $14 billion in assets under management. The investment manager this morning announced that its locally ...

Regal shutters East Point AM

KARREN VERGARA  |  TUESDAY, 9 APR 2024
One year since post-acquisition, Regal Partners has shuttered East Point Asset Management (EPAM) following a period of "challenging performance" and the exit of a seed investor. Regal acquired the Hong Kong-based alternative fund manager last year. ...

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
Last year, global equities significantly outperformed Australian equities, largely driven by the remarkable performance of the world's largest technology companies - dubbed the Magnificent Seven. However, Australian Ethical points to stretched valuations ...

Female fund managers boast 1.2% alpha

KARREN VERGARA  |  FRIDAY, 8 MAR 2024
Female fund managers generate 1.2% alpha on average compared to the broader population, a new analysis from Morningstar shows. The assessment of 62 portfolio management teams led by women were able to achieve 0.89% in alpha annualised over five years ...

Spheria mulls converting emerging companies LIC

ANDREW MCKEAN  |  WEDNESDAY, 17 JAN 2024
Spheria Emerging Companies (SEC) has floated a conditional proposal allowing shareholders to exchange their shares for units in the Spheria Australian Smaller Companies Fund. This follows SEC consistently trading below its net tangible asset (NTA) per ...

Stockspot launches two options

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
Robo-adviser Stockspot has launched two investment options that aim to protect investors from soaring inflation and generate higher levels of income respectively. The Topaz Inflation portfolio invests exchange-traded funds cover a range of countries ...

Blackwattle to take over Watermark fund

CHLOE WALKER  |  MONDAY, 23 OCT 2023
Blackwattle Investment Partners (Blackwattle) will take over responsibility of the Watermark Absolute Return Fund (WARF) following the retirement of its founder, Justin Braitling. The independent fund manager is already well acquainted with Blackwattle ...

Global small caps outperform Aussie counterparts: SSGA

ANDREW MCKEAN  |  THURSDAY, 28 SEP 2023
State Street says global small cap companies have consistently bested their Australian counterparts, offering higher annual returns and lower volatility. The US$3.6 trillion asset manager noted that the MSCI World Small Caps Index has yielded an 8.39% ...

New fund targets 'blue chips of tomorrow'

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2023
Datt Capital is targeting self-managed superannuation fund (SMSF) investors with the launch of a new small caps fund. Investing in the 'blue chips of tomorrow', the Australian Small Companies Fund has been developed after the manager identified attractive ...

Smart beta ETP market share matures: Morningstar

ANDREW MCKEAN  |  THURSDAY, 29 JUN 2023
The smart beta ETP market has reached maturity, evidenced by declining product closures, and increasingly intense fee competition, according to a Morningstar report. As of 31 December 2022, there were 1384 smart beta ETPs worldwide, with assets under ...
PREVIOUS
NEXT