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Showing 91 - 100 of 340 results for %22Inception Asset Management%22

Artisan teams up with Melbourne multi-boutique

KANIKA SOOD  |  WEDNESDAY, 1 JUL 2020
... one for local adviser channel. The underlying fund has $1.4 billion in assets and has returned 22.9% per year since inception in September, 2017 (in AUD and after fees) compared to the 7.2% per year return of benchmark MSCI All Country World SMID Cap ...

IFM Investors equities co-head departs

KANIKA SOOD  |  MONDAY, 29 JUN 2020
... cap team [$1 billion in assets at April, 2019] Neil led has outperformed the benchmark by more than 4% per annum since inception in March 2012." Before joining IFM to start its small caps strategy, Carter worked at Macquarie Investment Management as ...

Plato fund to shutter

KANIKA SOOD  |  TUESDAY, 2 JUN 2020
... Australian companies and was benchmarked to the S&P/ASX 300 Accumulation Index. It charged 41 bps per year as fees. Since inception, it had returned 0.1% higher than its benchmark after fees to April end. However, performance for shorter time frames ...

Sydney boutique shutters fund

KANIKA SOOD  |  THURSDAY, 28 MAY 2020
... The fund's assets dwindled by $3.21 million from March end to April end. Clients who invested in the fund at its inception in May 2014 and stayed until April end would have lost 2.71% of their assets after fees. VIX, also commonly called the fear ...

IFM Investors ready to ramp up corporate lending

KANIKA SOOD  |  FRIDAY, 22 MAY 2020
... mezzanine or subordinated capital...We are open to looking at that." IFM has played in direct corporate lending since the inception of its credit team in 1999. The corporate lending portfolio is the biggest it has been over the lifetime, with about $4 ...

Macquarie advice shift offers mixed results

HARRISON WORLEY  |  FRIDAY, 8 MAY 2020
... current environment". "The longstanding fundamentals that have resulted in Macquarie being profitable every year since inception are unchanged, including deep expertise in major markets; business and geographic diversity; and a proven risk management ...

Colonial First State closes global fund

ALLY SELBY  |  FRIDAY, 1 MAY 2020
... equities and derivatives. Over the past year to March 2020, the fund returned -17.4% gross and -18.3% net. Since its inception, the fund netted an annual return of -5.9%. The Diversified Alpha strategy returned -3.7% net of fees for the month of March ...

Industry fund revalues unlisted assets

HARRISON WORLEY  |  TUESDAY, 28 APR 2020
... as growth assets, amid recent industry discussions over how they should be most appropriately categorised. "Since the inception of MySuper (and indeed our merger back then between Statewide and Local Super) we've always classified unlisted property and ...

Regal Atlantic fund down 58.6%

KANIKA SOOD  |  MONDAY, 20 APR 2020
... record, fell 58.6% in March as COVID-19 affected markets. The fund has posted 23.1% in net annualised returns since its inception about 16 years ago. But performance has struggled during the COVID-19 crisis. The Atlantic Absolute Return fund has now ...

T. Rowe Price shutters local fund

KANIKA SOOD  |  MONDAY, 17 FEB 2020
... (1.79% of annualised excess return), five-year (1.22% excess return), 10-year (0.87% excess returns) and since 2008 inception (1.38% excess return). T. Rowe Price was contacted for comment.