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Showing 991 - 1000 of 6727 results for "Benchmark"

UniSuper hires from Janus Henderson

KANIKA SOOD  |  TUESDAY, 3 SEP 2019
The $80 billion superannuation fund has hired an equities manager from Janus Henderson's Aussie equities team which shut down its funds earlier in the year and returned $490 million to investors. Paul Phillips started as a manager, equities at UniSuper ...

UBS Asset Management drops fees

KANIKA SOOD  |  MONDAY, 2 SEP 2019
UBS Asset Management has reduced the management fees and indirect costs on three multi-asset funds which together have over $530 million in assets. UBS's Tactical Beta Fund range started in 2012 and invests in a range of asset classes, including ...

Melbourne boutique winds down funds

KANIKA SOOD  |  FRIDAY, 30 AUG 2019
... which about $130 million is understood to be currently used. The funds had an 11-year track record of outperforming the benchmark with lower volatility, but were down for the financial year. The boutique was founded in 2008 as Optimal Funds Management ...

Whitehelm launches infrastructure fund locally

HARRISON WORLEY  |  THURSDAY, 29 AUG 2019
... portfolios given the current market volatility. Net of fees, the European version has outperformed its OECD CPI + 5% benchmark since inception in May 2016 by 4.8% per annum. Whitehelm said the fund typically aimed for core infrastructure assets with ...

Future Fund returns 11.5%, crosses $160bn

KANIKA SOOD  |  WEDNESDAY, 28 AUG 2019
... a small injection from Telstra share sales 11 years ago. Its 10-year returns are now 10.4% which are higher than the benchmark target of 6.5% p.a.

Tribeca Alpha Plus leaks $600m, rebuilds

KANIKA SOOD  |  TUESDAY, 27 AUG 2019
... ASX 200 stocks but is now investing in slightly smaller companies. The Tribeca Alpha Plus Fund (Class A) has beat the benchmark by 2.49% over the three months to 31 July after a year of underperforming the benchmark. It is still down 7.8% to the S&P/ASX ...

LIC announces board changes

KARREN VERGARA  |  TUESDAY, 27 AUG 2019
... 0.4%. Investors Mutual investment director Anton Tagliaferro said this was a "disappointing result" compared to the benchmark's return of 7.7%. "Having said this, the benchmark's return was driven by sectors such as the IT and REITs sectors - sectors ...

Industry fund awards $150m mandate

KARREN VERGARA  |  THURSDAY, 22 AUG 2019
A major industry superannuation fund has awarded a $150 million mandate to a London-based investment manager. Sunsuper selected Affirmative Investment Management (AIM) to manage its first green bond mandate, which aims to achieve financial returns ...

Sean Fenton back with Sage Capital

KANIKA SOOD  |  WEDNESDAY, 21 AUG 2019
... which has returned 9.34% since inception compared to S&P/ASX accumulation index's 6.88% but is down 7.8% to the benchmark in the year to July end. Joining him at Sage are two Tribeca colleagues, Peter Moore on the quant side and James Delaney on ...

UniSuper scolds Aussie equity fundies

KANIKA SOOD  |  WEDNESDAY, 21 AUG 2019
The $80 billion superannuation fund had some strong words for its external Aussie equities managers, saying their general underperformance was a "real disappointment" for the year. UniSuper's balanced investment option returned 9.9% for the year, as ...