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

Search Results

Showing 91 - 100 of 2664 results for "Holdings"

Former Income Asset Management staffer embezzles $1.5m

KARREN VERGARA  |  TUESDAY, 23 SEP 2025
... in funds under administration. Recently, the group sold its loss-making deposit broking assets to PCT. "Client asset holdings are reconciled and reported upon any transaction being entered into, coupon or maturity payment being made, and a monthly portfolio ...

ASIC issues interim stop orders to La Trobe Financial

JAMIE WILLIAMSON  |  FRIDAY, 19 SEP 2025
... invested almost entirely in loans secured by registered first mortgages, with the exception of small cash and term deposit holdings held to meet cash requirements," ASIC said. "These products are not bank deposits. The rates of return are not guaranteed ...

Rest invests $390m in US REIT

ELIZA BAVIN  |  WEDNESDAY, 17 SEP 2025
... opportunities for our members." Bambrook said the STORE Capital portfolio will assist with diversifying Rest's property holdings with greater exposure to assets in the retail and industrial sectors. "The portfolio is much more diversified than you'd ...

RBA's Hauser warns super funds of $1tn FX risk

ELIZA BAVIN  |  WEDNESDAY, 17 SEP 2025
... opportunity, they have typically taken only modest levels of protection against FX movements on their riskier overseas asset holdings. "The superannuation sector as a whole is estimated to hedge only around one-fifth of the value of its overseas listed ...

Family offices up equities, dial down alternatives: Goldman Sachs

KARREN VERGARA  |  FRIDAY, 12 SEP 2025
... infrastructure allocations were also higher at 11% as opposed to 9%. Meanwhile, fixed income was up by 1% to 11% and holdings in cash was steady at 12%. Furthermore, the survey found that public equity allocations returned to 2021 levels alongside a ...

FEATURE: Back in action

ELIZA BAVIN  |  FRIDAY, 12 SEP 2025
... sure to explain the risks associated with gearing to clients but adds that it does all it can to ensure the value of the holdings in a geared strategy never fall below the value of the loan, making them a much safer option than the pre-GFC years. "Nearly ...

GQG FUM rises $1bn in face of continued outflows

ELIZA BAVIN  |  THURSDAY, 11 SEP 2025
... and macro-economic volatility. In the March quarter, GQG slashed its consumer discretionary and information technology holdings to reposition for the "extraordinary market volatility" after US tariffs were rolled out. GQG also scaled back holdings in ...

Natixis IM adds distribution leads

KARREN VERGARA  |  WEDNESDAY, 10 SEP 2025
... considers each client's unique needs," he said. Early this year, Natixis announced its merger with Generali Investments Holdings to create a behemoth with €1.9 trillion ($3.2tn) in assets under management.

Ausbil launches active ETF

KARREN VERGARA  |  MONDAY, 8 SEP 2025
... way to generate regular monthly income from equities, with the potential for additional capital growth." DIVI's top holdings include Commonwealth Bank, BHP, CSL, Wesfarmers, ANZ and Telstra. A July performance update shows the fund was overweight ...

Perth man found guilty of $34m fraud

ELIZA BAVIN  |  MONDAY, 8 SEP 2025
... charges followed earlier Federal Court proceedings taken by ASIC against Marco and the company previously run by him, AMS Holdings (WA). In those proceedings, the Federal Court had, on 7 December 2020 ordered the winding up of the unregistered managed ...