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Showing 61 - 70 of 246 results for "Companies Fund"

Multi-boutique adds investment firms

JAMIE WILLIAMSON  |  FRIDAY, 16 OCT 2020
... expertise in the resources sector is industry leading." Terra Capital runs the Natural Resource Fund and Emerging Companies Fund which were launched in 2010 and 2016 respectively. Cheung said he is pleased to see high quality differentiated fund managers ...

Fresh fundies outperform

ALLY SELBY  |  THURSDAY, 15 OCT 2020
... outperform the benchmark consistently since its inception in July 2018. As of August 31, Spatium Capital's Small Companies Fund returned 30.4% on a one year basis, 23.6% since the beginning of the year, and 10.6% over three months, net of fees and ...

Active managers grapple with EM

KARREN VERGARA  |  WEDNESDAY, 14 OCT 2020
... was 5.6% p.a.. In other asset classes, top performers in the large-cap Aussie equities space were Lakehouse Small Companies Fund (29% p.a.), OC Micro-Cap Fund (21.8% p.a.) and SGH Emerging Companies Fund (20.4% p.a.). Among large-cap global equities ...

High performance funds significantly underperform: Research

ALLY SELBY  |  FRIDAY, 11 SEP 2020
... benchmark by 300 basis points, while the median active core fund underperformed by 50 basis points. The median small companies fund, in comparison, outperformed the S&P/ASX Small Ordinaries index by 80 basis points. Australian Unity Platypus Australian ...

Aussie small caps outperform

KARREN VERGARA  |  THURSDAY, 10 SEP 2020
... Funds Management. While the ASX Small Ordinaries Index returned 6.5% over a three year period, Lakehouse Small Companies Fund earned a whopping 26.2%, followed by the SG Hiscock Emerging Companies Fund (19.1%) and OC Micro-cap Companies Fund (18.6%). ...

Impact investing in healthcare: American Century

ANNABELLE DICKSON  |  TUESDAY, 25 AUG 2020
As the demand for environmental, social and governance (ESG) investment products grows in Australia, American Century Investments offers a fresh approach focused on innovation in the healthcare sector. The Health Care Impact Equity strategy enables ...

Pengana sales manager lands distribution gig

ALLY SELBY  |  THURSDAY, 20 AUG 2020
... profit-for-purpose, multi-asset investment manager). He will be responsible for the distribution of 8IP's Small Companies Fund, as well as Inspire Impact's Australian Equities Fund and its Impact Property Fund. He will also be working across ...

Top performing Aussie equity funds unveiled

ANNABELLE DICKSON  |  FRIDAY, 14 AUG 2020
... Companies at 12.5% and Bennelong Australian Equities Fund at 12.1%. From the small cap sector, Lake House Small Companies Fund returned 23.5% per annum over three years against the ASX 200 Small Ordinaries index of $6.1%. SGH Emerging Companies Fund ...

Best performing managed funds revealed

ELIZA BAVIN  |  THURSDAY, 9 JUL 2020
... Bennelong Concentrated Australian Equities (11.6%), Greencape Broadcap Fund (11.1%) and the Hyperion Australian Growth Companies Fund (11%). The report found the majority of products fail to outperform the benchmark on an after fees basis and noted that ...

Best Australian equities funds, with risk considered

KANIKA SOOD  |  FRIDAY, 19 JUN 2020
... volatility with the lowest standard deviation (19.8%) and semi standard deviation (22.7%). Hyperion Australian Growth Companies Fund had the best Sortino ratio (0.5) while Fidelity Future Leaders Fund had the best information ratio (1.4). In the small ...