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Showing 91 - 100 of 310 results for "Accumulation Index"

Portfolio implementation delays costing investors

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
... showed that implementing the changes with no delay resulted in an excess return of 1.3% about the S&P/ASX 200 Accumulation Index benchmark to March 2018. In comparison, a six-month delay would return an excess of 0.2%. If there were a delay of 12 months ...

UniSuper awards small caps mandate

KANIKA SOOD  |  TUESDAY, 11 DEC 2018
... returned 17.2% per annum since its April 2017 inception. This is 8.5% over its benchmark S&P/ASX Small Ordinaries Accumulation Index's 8.72% p.a. return. Earlier this year, the boutique added a microcap strategy. This has lost 4.54% since its 31 January ...

Merger to create $885m LIC

KARREN VERGARA  |  WEDNESDAY, 14 NOV 2018
... benchmark by 2.2%. WLE, which has a similar mandate, invests in large-cap Australian companies in the S&P/ASX 200 Accumulation Index. Matthew Haupt is the lead portfolio manager. Chris Stott was CYA's chief investment officer and portfolio manager. ...

Platypus distribution director departs

KANIKA SOOD  |  THURSDAY, 8 NOV 2018
... September 2018, the fund produced a return of 26.69% (wholesale units) outperforming its benchmark, the S&P/ASX 300 accumulation index, by 12.66% after fees and expenses. Lonsec said Platypus's fund has a persistent growth style, concentrated approach ...

Asset manager shutters two funds

KARREN VERGARA  |  MONDAY, 5 NOV 2018
... sustainable." The Nikko AM Australian Share Value Fund launched in August 1987, benchmarked against the S&P/ASX 200 Accumulation Index. Investors with a minimum $2000 could invest in the fund that allocated proceeds mainly in financials, materials and ...

WDE board pushes for takeover

KARREN VERGARA  |  THURSDAY, 27 SEP 2018
... predominately in ASX-listed entities in addition to derivatives and cash. It aims to outperform the S&P/ASX 300 Accumulation Index by investing in a diversified portfolio of Australian shares. WAM Capital said WDE's investment manager has "underperformed ...

Pengana merger pays off for WHSP

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
... results for shareholders with a total shareholder return for the year of 27.5% (outperforming the All Ordinaries Accumulation Index by 12.6%)," he said. "Over the past 15 years, an investment in WHSP has increased by more than five times while the index ...

BNP Paribas launches Aussie equities trust

KANIKA SOOD  |  WEDNESDAY, 5 SEP 2018
... Management has launched a new benchmark-insensitive Australian equities trust that will aim to beat the S&P/ASX 300 accumulation index by 6% per annum, over rolling five-year periods. With JCP Investment Partners appointed as investment manager, the ...

WAM Capital announces LIC takeover bid

KARREN VERGARA  |  FRIDAY, 31 AUG 2018
... predominately in ASX-listed entities in addition to derivatives and cash. It aims to outperform the S&P/ASX 300 Accumulation Index by investing in a diversified portfolio of Australian shares. WAM Capital said WDE's investment manager has "underperformed ...

Boutique fund manager eyes second LIC

DARREN SNYDER  |  WEDNESDAY, 8 AUG 2018
... past year. "[It delivered] strong risk adjusted returns for our investors...outperforming the All Ordinaries Accumulation Index by 4.5%," Siegling said. "The top contributors to performance for the year were ARQ Group (previously Melbourne IT), Macquarie ...