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Showing 1091 - 1100 of 5750 results for "Small"

Lutheran Super prepares for merger

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JAN 2022
Lutheran Super informed members it has found its preferred merger partner, following a decision last September to assess the fund's options. In December the corporate fund, which holds less than $1 billion in funds under management, told members ...

Retail super fund to be wound up

JAMIE WILLIAMSON  |  TUESDAY, 11 JAN 2022
A retail superannuation fund offered to customers of several small players in Australia's banking sector will close in March. Credit Union Building Societies Superannuation, known as CUBS Superannuation, is a retail offering overseen by Equity Trustees ...

WAM to acquire two LICs

KARREN VERGARA  |  THURSDAY, 23 DEC 2021
... will cost WAM about $271.5 million to acquire $301.2 million of underlying assets. OZG is an actively managed portfolio of small-cap ASX-listed and unlisted investments, returning 10.7% since its 2008 inception. Westoz Funds Management is the fund manager ...

Charter Hall acquires 50% of Paradice

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 DEC 2021
... billion in funds under management, with $5.6 billion of that it in Australian large cap fund and $5.5 billion in its global small caps fund. The firm has 26 investment professionals, 51 employees total and offices in Sydney, Denver, and San Francisco. ...

AMP to delist from NZX

JAMIE WILLIAMSON  |  WEDNESDAY, 22 DEC 2021
AMP will only be listed on the Australian Securities Exchange from February, following a decision to delist from the New Zealand Exchange main board. AMP said the delisting supports the simplification of its shareholder administration ahead of demerging ...

Industry responds to heatmap findings

CHLOE WALKER  |  FRIDAY, 17 DEC 2021
... of millions of Australians in the Choice sector were being held back by poor performance. "The heatmap only considers a small fraction of the available Choice investment options, just 727 out of 40,000, in fact. So, there's a lot more work to do to make ...

HESTA launches Future Planner tool

CHLOE WALKER  |  WEDNESDAY, 15 DEC 2021
... planning. "Future Planner helps our members build confidence in their financial future by supporting them to take successive small but powerful steps that builds their confidence that they're on track for a great retirement." The platform was co-designed ...

Do inflows follow performance?

JAMIE WILLIAMSON  |  FRIDAY, 10 DEC 2021
... the funds that performed well in the previous 12 months. According to the research, the impact of returns is greater in small discretionary subsectors like small caps, emerging markets, and infrastructure where there are less products on offer. "These ...

Australian Ethical takes stake in boutique

KARREN VERGARA  |  THURSDAY, 9 DEC 2021
... Sentient's board. Launched in August, Sentient is the newest venture for Danny Almagor, which sits alongside his other firms Small Giants and Impact Investment Group. Sentient was set up in a bid to reach a wider market, including institutional and ...

BetaShares to launch more megatrend ETFs

JAMIE WILLIAMSON  |  TUESDAY, 7 DEC 2021
... around US$1.5 trillion in 2019 to US$12.1 trillion by 2027. "Given that digital payment companies account for a relatively small share of the Australian market, IPAY potentially can increase portfolio diversification for Australian investors," the ETF ...