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Showing 1 - 10 of 25 results for "Performance Fund"

WAM Leaders, AEG to merge

CASSANDRA BALDINI  |  TUESDAY, 14 JUN 2022
WAM Leaders and Absolute Equity Performance Fund have agreed to merge, with WAM Leaders to acquire 100% of the latter. The announcement to shareholders said that under the scheme implementation, AEG shareholders will receive new WAM Leaders shares as ...

Mixed reviews for advice industry reviewer

KARREN VERGARA  |  MONDAY, 14 MAR 2022
Lawyer Michelle Levy's appointment in overseeing the Quality of Advice Review has received a mixed reception from the financial advice industry. The Association of Independently Owned Financial Professionals executive director Peter Johnston called ...

High performance funds significantly underperform: Research

ALLY SELBY  |  FRIDAY, 11 SEP 2020
... equity funds significantly underperformed their benchmark over the three years to June 2020. The median high performance fund underperformed its benchmark by 300 basis points, while the median active core fund underperformed by 50 basis points. The median ...

Investment Manager of the Year named

JAMIE WILLIAMSON  |  WEDNESDAY, 19 FEB 2020
... Australian Ethical, BlackRock, Magellan and Pendal. Australian Ethical's Australian Shares Fund was named top High Performance fund and top ESG Australian Equity product. Pendal Group also had a good night, with its Pendal Global Emerging Markets ...

Federal Court dismisses ASIC allegations

ALEX BURKE  |  TUESDAY, 3 JAN 2017
... Management, failed to act with "the proper degree of care and diligence" in relation to transactions in the LM Managed Performance Fund (LPF). The fund loaned money to Maddison Estate to complete a Gold Coast property development; ASIC was concerned ...

ASIC begins legal action against LM Investment Management

MARK SMITH  |  THURSDAY, 20 NOV 2014
... for failing to act with the proper degree of care and diligence regarding transactions involving the LM Managed Performance Fund (MPF). Specifically, the case focuses on the conduct of the directors in signing off on a series of loans to Maddison Estate ...

Lonsec returns PM CAPITAL fund to 'Recommended'

STAFF WRITER  |  TUESDAY, 29 JUL 2014
Australian fund manager PM CAPITAL's Absolute Performance Fund has received a ratings upgrade to 'Recommended' from investment research house Lonsec. The upgrade follows a ' Recommended' rating from Zenith in late 2013. Lonsec said its ratings upgrade ...

PM Capital Absolute Performance fund recommended by Zenith

MARK SMITH  |  TUESDAY, 17 SEP 2013

Strong credit-based strategies contenders in 2013 Hedge Fund Award nominations

ALICE URIBE  |  MONDAY, 19 AUG 2013
... Best Long Short Fund - Australian Leaders Fund, LHC Capital Australia High Conviction Fund, PM Capital Absolute Performance Fund AUD Best Market Neutral Fund - Bennelong Long Short Equity Fund, BlackRock 32 Capital Master USD, Macquarie Asian Alpha Fund ...

PM Capital boosted by beer and Las Vegas property

MARK SMITH  |  WEDNESDAY, 14 AUG 2013
... property rally and beer companies to be core themes for the coming years," he finished. The PM Capital Absolute Performance Fund has returned 9.8% over the last five years to 31 July 2013, compared to 5.3% from its MSCI World benchmark.
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