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Showing 1061 - 1070 of 3291 results for "Above"

Pengana LIC profitable again

KANIKA SOOD  |  WEDNESDAY, 15 AUG 2018
... financial year ending June 2018. This was 3.5% below the benchmark's performance. Since inception, PIA has performed 0.6% above the benchmark, delivering 7.9% in investment returns. "The transition to align the portfolio with the new investment strategy ...

New fund to invest in "clean disruption" tech

KANIKA SOOD  |  TUESDAY, 14 AUG 2018
... produce and utilise clean disruption technology. AtlasTrends was founded in 2015. Since then, two of its three funds have hit above 10% in annualised returns. Its latest launch, the AtlasTrend Clean Disruption Fund, has a minimum investment size of $1000 ...

Super fees outpace asset growth: Research

KARREN VERGARA  |  MONDAY, 13 AUG 2018
... $500,000. Single-member funds with lower balances or funds adopting higher cost investment and administration services have fees above the benchmark of APRA-regulated products. For investment option fees outside of default, non-default diversified investment ...

Janus Henderson promotes Aussie team

KANIKA SOOD  |  MONDAY, 13 AUG 2018
... firm's flagship fixed income product, the $3.2 billion Janus Henderson Tactical Income Fund which has performed 0.46% above the benchmark in the last three years and charges a management fee of 0.45%. It holds a portfolio including government bonds ...

Magellan funds record $331m profit

KANIKA SOOD  |  THURSDAY, 9 AUG 2018
... 33%) in the financial year ending June. Strikingly, performance fees grew by 83%, as the funds continued to perform well above their objective returns. Magellan Global Fund returned 16.9% in the year, above the stated 9% performance objective but also ...

AMP wealth arm leaked $873 million in first half

KANIKA SOOD  |  WEDNESDAY, 8 AUG 2018
... "Engagements score are down, but not disastrously slow. We are monitoring the staff turnover closely but at the time, they are not above the normal levels," Wilkins said. Wilkins added the engagement numbers wouldn't be shared with the market.

Are SMSF investors too conservative?

DARREN SNYDER  |  WEDNESDAY, 8 AUG 2018
... $500,000 are akin to capital stable investors. "SMSFs between $500,000 and $1 million are akin to balanced investors and SMSFs above these amounts are akin to balanced-growth investors," the report said. The Productivity Commission recently reported ...

Boutique fund manager eyes second LIC

DARREN SNYDER  |  WEDNESDAY, 8 AUG 2018
... Resources Limited. He added over the past year both small and large cap stocks performed well and that is important to achieving above-average risk-adjusted returns over time. "Global markets have recovered from the weakness early in the calendar year ...

Chief economist update: At the core-core of it

BENJAMIN ONG  |  TUESDAY, 31 JUL 2018
... earlier stats showed that while both headline and core inflation rates remained negative while the "core-core" rate stood at above the zero line. Excluding the distortion from the consumption tax hike, the core-core inflation rate reached around 1% between ...

KPMG acquires customer experience fintech

HARRISON WORLEY  |  MONDAY, 30 JUL 2018
... involves helping large businesses tap into their "inner start-up," while for start-ups the firm assists in helping them punch above their weight and compete at scale. With the firm's team of 10 set to commence as part of KPMG's CBMA arm from today, KPMG ...