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Showing 91 - 100 of 269 results for %22ASX accumulation index%22

Managing the three pillars of retirement

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
... launched in Australia" - holds a concentrated portfolio of 20 to 40 stocks and aims for a greater income return than the S&P/ASX 300 Accumulation Index over rolling five-year periods. "It takes roughly three years to recover from one year of a bear market ...

Perennial micro-cap fund gets Lonsec tick

ALEX BURKE  |  MONDAY, 22 MAY 2017
... Perennial's new micro-cap trust a "Recommended" rating. The Perennial Microcap Opportunities Trust aims to outperform the S&P/ASX Small Ordinaries Accumulation Index after fees over rolling three-year periods by investing in 30 to 70 listed and unlisted ...

Cuffe takes stake in Lennox small-cap fund

ALEX BURKE  |  WEDNESDAY, 10 MAY 2017
... Partners' Australian Small Companies Fund is available to retail and institutional investors. It's benchmarked to the S&P/ASX Small Ordinaries Accumulation Index and invests in a concentrated portfolio of listed small-caps as well as derivatives, cash ...

Ausbil MicroCap suspends applications and redemptions

JAMIE WILLIAMSON  |  WEDNESDAY, 3 MAY 2017
... charge different fees to redeeming investors," the spokesperson said. Rainmaker data shows the MicroCap Fund has beaten the S&P ASX Small Ordinaries Accumulation Index by almost 850%, outperforming in 80% of months since its February 2010 inception with ...

Workplace default funds deliver strong returns

EMMA RAPAPORT  |  TUESDAY, 11 APR 2017
... an annual basis Australian equities, often the largest asset class in many balanced funds, contributed a 22.1% return (S&P ASX 200), while Australian listed property had a more modest but solid contribution of 7.9% (S&P/ASX 200 A-REIT). This in contrast ...

OC partners for micro-cap fund

ALEX BURKE  |  FRIDAY, 24 MAR 2017
... wasn't the explicit strategy. Over the past five years, the original version of the fund has delivered 15.5% over the S&P/ASX Emerging Companies Accumulation Index per annum. "The Fund gives investors exposure to a diverse range of compelling and often ...

Lonsec upgrades Flinders fund

EMMA RAPAPORT  |  THURSDAY, 16 MAR 2017
... the financial product can generate risk-adjusted returns in line with relevant objectives, which is to outperform the S&P/ASX Small Ordinaries Accumulation Index by 5% (gross) over rolling three year periods.

Small caps and corporate activity drive LIC performance

KERRIE SYDEE  |  WEDNESDAY, 7 DEC 2016
... Investment Company (LIC) October update revealed a drop in returns for the 12 months to October, with weak returns from the S&P/ASX 200 Accumulation Index down 2.1% for the month and 3.2% for the three months 31 October. Despite the drop, the LIC index ...

Hedge fund goes retail with performance-only fee structure

ALEX BURKE  |  THURSDAY, 17 NOV 2016
... fund has returned 11.67% per annum after fees since July 1, 2013. While it isn't benchmarked, it has outperformed the S&P ASX 200 Accumulation index with lower volatility. The fund's strategy focuses on takeover and corporate activity. Harvest Lane chief ...

IML senior portfolio manager resigns

ALEX BURKE  |  FRIDAY, 21 OCT 2016
... Tagliaferro has taken over the fund Teh managed, the IML Equity Income Fund. The Equity Income Fund invests in quality stocks on the ASX and aims to deliver an income stream with lower volatility levels relative to the S&P/ASX 300 Accumulation Index. ...

Editor's Choice

ASIC hits back at parliament: 'Simply not realistic'

ELIZA BAVIN
The financial regulator has hit back at suggestions it isn't doing enough to deal with community complaints.

The risks and opportunities in advice: SIAA

KARREN VERGARA
This year's Stockbrokers and Investment Advisers Association (SIAA) Conference will take a deep dive into how major financial advice reforms will impact superannuation funds and how they are preparing to help Australians particularly retirees access advice.

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN
Through the partnership, AMP Advice will introduce a new category of tailored managed portfolio solutions.

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA
Global family offices remain deeply concerned about how to prepare the next generation to inherit a vast fortune as almost 30% do not have a structured approach to help them, a new study from J.P. Morgan reveals.

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