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Showing 1001 - 1010 of 6727 results for "Benchmark"

Chief economist update: The hazard of being a safe haven

BENJAMIN ONG  |  WEDNESDAY, 21 AUG 2019
... date. The negative correlation between the Japanese yen and the Nikkei-225 index makes the 4.8% drop in the Japan's benchmark equity market index hardly surprising - one that has taken down its 2019 return from a high of 11.5% in April this year ...

State Street ETF in franking credit kerfuffle

KANIKA SOOD  |  THURSDAY, 15 AUG 2019
... investors. State Street has now applied to the Australian Tax Office asking for its choice of this limit called the 'benchmark ceiling' to be revoked, according to August 14 ASX filings. Meanwhile, more than $130 million net flowed out of the fund in ...

Court dismisses Westpac lending practice case

KARREN VERGARA  |  THURSDAY, 15 AUG 2019
... borrowers could meet repayment obligations before entering into home loan contracts. Westpac's automated system used a benchmark called the Household Expenditure Measure or HEM to assess consumer expenses failed to account for actual expenses incurred ...

Zurich inks exclusive retail distribution deal

KANIKA SOOD  |  TUESDAY, 13 AUG 2019
... the Frank Villante and Paul Biddle's small caps boutique Celeste Funds Management's fund has outperformed the benchmark S&P/ASX Small Ords Accumulation Index by 6.1% net of fees since inception more than 21 years ago. The boutique has hitherto ...

Platinum funds leak over $100m

KANIKA SOOD  |  THURSDAY, 8 AUG 2019
... equities, according to July end data filed with the ASX yesterday. Many of Platinum's funds have underperformed the benchmark over one year to June end. The $54 million outflows include its international Fund, the Platinum Unhedged Fund, Platinum ...

BlackRock partners with $23bn super fund

HARRISON WORLEY  |  MONDAY, 5 AUG 2019
BlackRock partnered with a $23 billion superannuation fund to develop an ESG-focused global bond index fund. VicSuper has again partnered with the global fund manager, this time to develop a global bond index fund similar to the ESG Australian Bond ...

Pengana adds fee class for global equities fund

KANIKA SOOD  |  THURSDAY, 1 AUG 2019
... option to invest in the strategy with a lower management fee of 0.65% with a 15% performance fee for returns above the benchmark MSCI All Country World Index. The fund has underperformed the MSCI All Country World Index in AUD by 0.38% in since inception ...

Sydney portfolio manager on best female fundies list

KANIKA SOOD  |  TUESDAY, 30 JUL 2019
... return divided by the tracking error. It reflects how much 'added value' - in terms of outperformance against the benchmark - the fund delivers for each 'unit' of risk assumed (here, risk is defined as not merely tracking the index." ...

Aussie income fund added to platforms

KRISTI CHENG  |  MONDAY, 22 JUL 2019
... and a total return of 10.8 % p.a over three years. According to RARE, this performance exceeds the fund's performance benchmark, the G7 OECD Inflation index +5.5%, by 3.4% p.a. RARE portfolio manager Shane Hurst said: "The investment objective of the ...

Cooper Investors launches equities fund

KANIKA SOOD  |  MONDAY, 22 JUL 2019
... local currency as the reference index to measure the volatility and the downside capture but the strategy is mostly benchmark unaware, Cooper Investors said.