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Showing 991 - 1000 of 1005 results for "Accumulation"

Shares, dollar help pooled fund returns in July: Mercer

... return from small companies. But fixed interest was likely to have contributed negatively, with the UBS composite accumulation index falling back 0.9%. Mercer said the depreciation of the Australian dollar also contributed strongly. On an unhedged basis ...

Morningstar awards moderate three-star rating for IOOF's international equities

... wholesale version is also available. The company's investment objective is to outperform the MCSI World (ex-Australia) Accumulation Index in $A (unhedged) by three per cent per annum over a rolling three-year period, on a pre-fee basis. Morningstar has ...

Up to 70% of Australian workers to get positive super returns: ASFA

... all of the top 10 largest industry funds recorded positive investment returns for the 2002/03, as did many of the accumulation divisions of public sector funds. Ms Smith stressed that the ASFA results were still preliminary, since not all funds have ...

Macquarie to collect $66 million performance fee

... "considerable", but reflected the increase in the value of MIG shares over the past year. Macquarie Bank said the MIG accumulation index had increased by 22.7% over the year to 30 June 2003, compared with a 0.7% rise in the benchmark S&P/ASX 300 Industrials ...

S&P announces 2002/03 financial year results of indices

Standard and Poor's (S&P) annual announcement of the S&P/Australian Stock Exchange (ASX) price and accumulation index returns has revealed the S&P/ASX 20 returned -8.34 per cent in the price index, and -4.54% in the accumulation index, between June ...

Analysis: Australian international equities funds beat benchmark

... Intelligence Unit universe returned -2.96%, compared to the benchmark performance of -2.81% (expressed by the S&P/ASX 300 Accumulation Index). Over the one-year period the median manager returned -12.76% while the benchmark performance was -11.93%. Meanwhile ...

Morningstar gives three-stars to HSBC small caps

... added. The flagship Australian Smaller Companies Wholesale Fund outperformed the benchmark (S&P/ASX Small Ordinaries Accumulation Index) by 6.99 per cent for the three years to February 28.

Investors Mutual tops one-year performance table

... funds examined by the Financial Standard was -12.80% in the 12 months ending March 31, worse than the S&P/ASX 300 Accumulation Index performance of -11.93% during the same period. Going back two years, the average return was -0.50% compared to the index ...

Investment Analysis: Value and Growth go their separate ways

... do better when the market doesn't do as well," said Financial Standard Chief Economist Rob Pereira. Comparing the accumulation performance of the Macquarie Style Value and Growth indices over the past 15 years, Pereira said that Australian value stocks ...

INVESCO scores four star rating from Morningstar

... million. The INVESCO wholesale Australian smaller companies funds aims to outperform the S&P/ASX small ordinaries accumulation index by 4 per cent over the medium to long term. Morningstar has also given INVESCO's investment process an 'average' rating ...