Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 91 - 100 of 307 results for "Accumulation Index"

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 ...

BNP Paribas AM sells Arnhem stake, appoints new investment manager

JAMIE WILLIAMSON  |  WEDNESDAY, 1 AUG 2018
... reflect JCP's greater flexibility in stock picking. The fund's benchmark will change from the S&P/ASX 200 Accumulation Index to the S&P/ASX 300 Accumulation Index and the minimum investment will increase by $5000 to $25,000. Its aim to provide ...

Investor interest in long-short strategies surging: Zenith

KANIKA SOOD  |  THURSDAY, 12 JUL 2018
... The cohort as a total returned 11.7% p.a. in the five years to March. This was 4.1% higher than S&P/ASX 300 Accumulation Index return of 7.6% p.a. Risk volatility was also lower for long-short funds, with annualised standard deviation of 8.9% versus ...

Boutique fund manager bolsters investment team

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... portfolios." For the year to 30 June 2018, the SGH20 Fund returned 24.5% after fees, outperforming the S&P/ASX300 Accumulation Index by 10%. It has returned 11.3% per annum since its inception in 2004. The fund also recently received a "Favourable" rating ...