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Showing 1 - 10 of 282 results for "Accumulation Index"

Forager schedules LIT delisting

KARREN VERGARA  |  MONDAY, 8 APR 2024
... mulled over "what the perfect future structure looks like". FOR aimed to outperform the S&P/ASX All Ordinaries Accumulation Index over a rolling five-year period with a concentrated portfolio of ASX-listed stocks. It returned 19.76% in the year to March ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... recorded improved growth in the second half of 2023 with a 7.6% increase in the value of the ASX / S&P 200 Accumulation Index, giving an annual growth rate of 12.11% in 2023," Milliman practice leader, Australia Victor Huang said. "The subsiding inflation ...

WAM launches unit trust, names RE

CHLOE WALKER  |  TUESDAY, 24 OCT 2023
... to be made available outside of the LIC structure. To August end, this strategy outperformed the S&P/ASX 200 Accumulation Index by 5.2% per annum since inception. EQT executive general manager, corporate and superannuation trustee services Andrew Godfrey ...

Three actively managed funds shutter

KARREN VERGARA  |  FRIDAY, 20 OCT 2023
... is shuttering after 14 years. It returned 11.6% in the year to June 2023 and aimed to beat the S&P/ASX 300 Accumulation Index. Total returns since inception stood at 7.9% as at September. The fund's responsible entity Australian Unity said it has ...

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... the increase to the steady growth in investment markets during the first half of 2023, with the ASX/S&P 200 Accumulation Index rising 4.51%. "Volatility has trended downwards in the first half of 2023 for the US and Aussie markets, with Europe peaking ...

New boutique hires EQT as RE

KARREN VERGARA  |  MONDAY, 31 JUL 2023
... will launch in September, and invests in smaller Australian companies and tracks the S&P/ASX Small Ordinaries Accumulation Index. The boutique is headed by Jarred Rubin as chief executive and managing director and chief investment officer Michael Skinner. ...

Tyndall launches Aussie small cap fund

JAMIE WILLIAMSON  |  THURSDAY, 18 MAY 2023
... consistent risk-adjusted returns over the long term, with capital growth. It tracks the S&P/ASX Small Ordinaries Accumulation Index and has a minimum investment of $10,000. "We're excited to be adding Australian small caps to our suite of capabilities ...

Managed accounts achieve record inflows: IMAP

CHLOE WALKER  |  TUESDAY, 28 MAR 2023
... second half of 2022 delivered a strengthened market with a 9.8% increase in the value of the ASX / S&P 200 Accumulation Index, he noted. "These stronger markets have essentially regained the -9.9% fall in the prior six month period and demonstrate the ...

Aussie income equities fare well amid turmoil

JAMIE WILLIAMSON  |  MONDAY, 14 NOV 2022
... sectors, Australian income equities fared best with a median return of -3.9%. For the same period, the S&P ASX 200 Accumulation Index saw -7.7%. The best performing Aussie equities income fund for the 12 months to September end was the SPDR MSCI Australia ...

IPS partners to launch equity market solution

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
... dividends paid over the period," confirmed a statement. Horizon founder David Offer commented that the ASX 200 accumulation index has returned less than 9% pa over the last 10 years, so in that context a yield of more than 8% is very meaningful to clients ...
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