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Showing 101 - 110 of 307 results for "Accumulation Index"

Former Macquarie equities team launches boutique

KANIKA SOOD  |  FRIDAY, 25 MAY 2018
... products company Fletcher Building. The open-ended, trust structure fund is benchmarked against the S&P/ASX 200 Accumulation Index. Management fees are 0.95% and performance fee are 15% of the fund's excess return, net of the management fees. Hodgens ...

Perennial cuts fees for defensive LIC, revises investment strategy

ALEX BURKE  |  TUESDAY, 22 MAY 2018
... currently entitled to a performance fee of 15% of WDE's relative net return (benchmarked to the ASX 300 Accumulation Index). This will be amended such that Perennial will still be entitled to the fee but not during periods of negative returns. These ...

Alphinity rolls out sustainable Aussie equities fund

ALEX BURKE  |  FRIDAY, 18 MAY 2018
... Sustainable Development Goals. The Alphinity Sustainable Share Fund (SSF) aims to outperform the S&P/ASX 300 Accumulation Index after fees (0.95%) over rolling five-year periods. It holds between 35 and 55 stocks. Companies are chosen based on strong ...

SMSF home bias drags returns

KARREN VERGARA  |  TUESDAY, 17 APR 2018
... wars also brought a volatile start to 2018. The major developed markets all saw large falls with the S&P500 Accumulation Index posting a negative 3.7%, while the FTSE Euro 100 fell 4% and MSCI Japan fell 3.7%. Meanwhile, the S&P/ASX 200 had a positive ...

Flinders fund offers insto rates for retail investors on HUB24

KANIKA SOOD  |  TUESDAY, 10 APR 2018
... actively-managed portfolio invests in small and emerging Australian companies. It aims tobeat the S&P/ASX Small Ordinaries Accumulation Index by 3%. Last year it outperformed the benchmark by 2.97%, returning 17.96% as opposed to All Ordinaries' 14.99% ...

WAM LIC appoints director

KARREN VERGARA  |  THURSDAY, 8 MAR 2018
... Geoff Wilson said the investment portfolio outperformed the cash rate by 10.3% and the S&P/ASX All Ordinaries Accumulation Index by 1.9%. "Our highly active market-driven investment process saw the equity portion of the investment portfolio turn over ...

Guinness Asset Management wins global equities mandate

ALEX BURKE  |  WEDNESDAY, 21 FEB 2018
... with a bias towards the micro-cap end of the spectrum. It seeks to outperform the S&P/ASX Emerging Companies Accumulation Index over rolling three-to-five-year periods net of fees. SGH managing director Stephen Hiscock said he was delighted a "quality ...

Lennox launches micro-cap fund

ALEX BURKE  |  MONDAY, 19 FEB 2018
... between 20 and 40 Australian and New Zealand companies and aims to outperform the S&P/ASX Small Ordinaries Accumulation Index. The fund complements Lennox's existing flagship vehicle, the Lennox Australian Small Companies Fund, which has delivered an ...

Paradice appoints portfolio manager from Northcape

ALEX BURKE  |  WEDNESDAY, 24 JAN 2018
... 0.25% over its composite index since inception on 15 May 2017. The index comprises 70% of the S&P/ASX Mid Cap Accumulation Index and 30% of the S%P/ASX Small Ordinaries Accumulation Index. It aims to outperform this composite by 3% per annum net of fees ...

SG Hiscock wins small cap mandate

ALEX BURKE  |  TUESDAY, 23 JAN 2018
... with a bias towards the micro-cap end of the spectrum. It seeks to outperform the S&P/ASX Emerging Companies Accumulation Index over rolling three-to-five-year periods net of fees. SGH managing director Stephen Hiscock said he was delighted a "quality ...