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Showing 1101 - 1110 of 1474 results for "managed funds"

Powerwrap to ease corporate actions hassles

MICHELLE BALTAZAR  |  WEDNESDAY, 17 FEB 2010
... helps planners manage their clients' equities portfolios better by combining the technologies used to administer managed funds and direct shares under one roof. "While wraps are logical structures for managed funds administration, they are less satisfactory ...

In Kerr Neilson we trust

MICHAEL HOBBS  |  THURSDAY, 11 FEB 2010
... Dividend) by nearly 20 per cent. This result places in on Rainmaker's top 10 best performing global equities actively managed funds over that time period. This 12-month performance isn't a one-off event. The Platinum International fund has stayed in ...

Artemis to switch from Fortis to AMG

MICHELLE BALTAZAR  |  WEDNESDAY, 3 FEB 2010
... Artemis is one of the key fund manager brands in the UK, managing more than US$16 billion in assets across a range of managed funds and segregated insto accounts. The investment team at Artemis is made up of 17 fund managers, including Adrian Frost ...

The audacity of Mark Bouris and Ray Miles

MICHELLE BALTAZAR  |  THURSDAY, 28 JAN 2010
... various asset classes (not just shares) and model portfolios. A UMA has the benefits of owning direct shares and managed funds but is more tax-effective. For example, under a UMA, the underlying investments can be readily viewed (i.e. SMA/IMA accounts ...

SMSFs buy more Aussie shares

RUTH LIEW  |  TUESDAY, 19 JAN 2010
... gain popularity - with investors' exposure to the sector increasing from 27 to 36 per cent in the last quarter. Managed funds improved marginally from 6.2 per cent at 30 June to 6.6 per cent at the end of last year.

Add some sugar, then blend

COMPANY RELEASE  |  FRIDAY, 15 JAN 2010
... that can help financial advisers compare how their client's investment returns could change depending on the mix of managed funds, or exposure to China and India, within their portfolios. The new blending tools enables financial planners to demonstrate ...

SMAs to turbocharge SMSFs

MICHELLE BALTAZAR  |  TUESDAY, 15 DEC 2009
... can be used as an alternative to SMSFs. In fact, SMSFs can use SMAs as an investment vehicle for direct equities, managed funds and a host of other financial assets but the SMA itself doesn't have the compliance admin built-in. SMSF holders then use ...

Cooper Review calls for SMSF structure overhaul

MICHAEL HOBBS  |  TUESDAY, 15 DEC 2009
... SMSF investments should be restricted to what might be regarded as 'financial assets' such as listed equities and managed funds. At present, SMSFs can invest in direct property, farms, artworks and other collectibles. In addition, the lack of external ...

Rationalise me

MEDIA RELEASE  |  MONDAY, 14 DEC 2009
... The minister for superannuation, Chris Bowen, has released a proposals paper as the next step in rationalising the managed funds and life insurance industries. "The proposed product rationalisation mechanism offers a specific solution to the range of ...

Brand survey highlights top banks

MICHAEL HOBBS  |  FRIDAY, 11 DEC 2009
... products. Each bank or financial institution distributes wealth management products including superannuation and managed funds to financial planners to assist them in developing portfolios for clients. Westpac has a number of wealth management brands ...