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Showing 1 - 10 of 43 results for "Management Expense Ratio"

WAM Leaders, QV Equities to merge

ANDREW MCKEAN  |  TUESDAY, 12 MAR 2024
WAM Leaders (ASX: WLE) is set to acquire QV Equities (ASX: QVE), about six weeks on from the former's initial announcement. In January, WAM Leaders said it intended to make an off-market takeover bid for QV Equities; associated entities already own ...

Buy-sell spreads higher for active and diversified ETFs: Rainmaker

KANIKA SOOD  |  MONDAY, 30 AUG 2021
... to the fee structure. "While there is reasonable correlation between the buy-sell spread and the MER [management expense ratio] [at 0.5], there is no relationship between the buy-sell spread and both traded volume [-0.2] and FUM [funds under management] ...

Morningstar launches fee comparison tool

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
... part of these changes, Morningstar said it will cease using the labels indirect cost ratio (ICR) and management expense ratio (MER), which it deems are legacy terms. Morningstar head of product and client solutions Graham Dixon said TCR takes RG97 further ...

Future Fund asked to table detailed fee spend

KANIKA SOOD  |  WEDNESDAY, 21 OCT 2020
... this morning. "Can you go through each investment class and outline the total investment fees [or] the management expense ratio equivalent for each of the investment classes or each asset class?" Ayers asked. "We don't calculate them on that basis ...

Benchmark-lagging LIC faces strategic review

ALLY SELBY  |  TUESDAY, 6 OCT 2020
... value for shareholders, as announced in its annual report. These include a reduction in the company's management expense ratio from 1.28% to 1.02%, a shift in the board's approach to dividends, the continuation of an on-market share buyback program ...

Plato to raise $200 million

KRISTI CHENG  |  THURSDAY, 15 AUG 2019
... attract greater research coverage and provide more liquidity, a more diverse shareholder base, and a lower management expense ratio". Plato highlighted the diverse nature of PL8, which they said had around 100 stocks across small-cap, large-cap, and ...

Pinnacle kicks off race to zero-fee ETFs

KANIKA SOOD  |  MONDAY, 29 JUL 2019
A local boutique is planning to launch Australia's first zero fee exchange traded fund. Pinnacle Investment Management is aiming to bring a zero-fee cash ETF to the ASX, managed by Omega Global Investors and says there may be room to implement the model ...

Credit fund launches to wholesale investors

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2019
... the end of 2019. Moelis Australia Asset Management acts as the fund manager. The fund charges a 0.5% management expense ratio. Moelis Australia head of asset management Andrew Martin said the new fund was a continuation of the firm's growing offering ...

Vanguard launches ESG funds

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
... and ETF would provide exposure to more than 1600 securities listed in major developed countries, with a management expense ratio of 0.2%. The ETF will be slightly cheaper at 0.18%. Vanguard confirmed the fund tracks the FTSE Developed ex Australia ex ...

Vanguard launches two active factor ETFs

ALEX BURKE  |  MONDAY, 16 APR 2018
... group (QEG) and target specific risk and return objectives via factor exposures, and are offered at a management expense ratio of 0.28%. "Offering active management at a lower cost removes one of the most persistent barriers to active outperformance," ...
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