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Showing 101 - 110 of 6720 results for "Benchmark"

Fewer global equity managers underperform: SPIVA

KARREN VERGARA  |  TUESDAY, 9 SEP 2025
... according the SPIVA Australia Scorecard half-year analysis. Fifty-four percent of global equity general funds trailed the benchmark in the six months to June, also marking an improvement from the 84% underperformance rate for the full year to 2024. Conversely ...

NZ Super delivers 11.84%

ELIZA BAVIN  |  MONDAY, 8 SEP 2025
... way, maintaining the fund this year has made the Crown $5.5 billion better off." Townsend said the fund's other key benchmark was value add, which tracks how successful its investment strategies have been. "We derive that by comparing our actual returns ...

Equity Trustees defies ASIC Shield Master Fund allegations

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
... in an email, stating that the fund had no track record or assets under management but still managed to outperform its benchmark - according to its investment manager CF Capital. ASIC estimates that $480 million was invested in Shield by at least 5800 ...

Schroder urges 'open dialogue' with government

ELIZA BAVIN  |  THURSDAY, 4 SEP 2025
... nominal. Our default investment option - where most AustralianSuper members are invested- targets CPI plus 4%. That's a benchmark designed to grow members' savings ahead of inflation."

ECP joins Future Generation Women lineup

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
... 4.7% since its inception in December last year for Australian equities, well below the S&P/ASX 300 Accumulation Index benchmark (8.9%). Global equities returned slightly better at 6.9% but also underperformed against its benchmark - the MSCI AC World ...

Count sees $5.1m cost synergies from Diverger integration

ELIZA BAVIN  |  THURSDAY, 28 AUG 2025
... of the successful integration of Diverger and a positive financial performance for FY25. "Count continues to set the benchmark for quality, scale and innovation. Our adviser-led model and national footprint position us to deliver exceptional outcomes ...

Perennial Partners takes stake in boutique fund manager

MATTHEW WAI  |  THURSDAY, 28 AUG 2025
... Mercadolibre, Nvidia, Axon Enterprise, Tesla, Lumine, and CATL. Aiming to outperform the MSCI All Country World Index ETF (AUD) benchmark, the fund has generated41.6% p.a. since inception. Under the agreement, Ziller founder and chief investment officer ...

Revolution private credit trust to launch on ASX

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
... portfolio being 1.1 years. The portfolio yield to maturity was 9.1%, with a credit spread of the portfolio above the BBSW benchmark rate of 536 basis points. The average credit rating of the portfolio is BB+. REV targets a return of RBA cash rate + 4% ...

Performance test review to allow funds to 'innovate'

ELIZA BAVIN  |  WEDNESDAY, 27 AUG 2025
... should not be set and forget." Delahunty said the performance test has given rise to "unintended consequences", including benchmark hugging and encouraging investment strategies that are increasingly similar. "Modernising the test should give funds the ...

Vinva, Barrenjoey buoy Magellan's earnings

KARREN VERGARA  |  WEDNESDAY, 20 AUG 2025
... Management, delivered positive absolute returns in its Airlie Australian Share Fund (AASF) but underperformed the S&P/ASX 200 benchmark mostly due to an underweight position in CBA. During the financial year, investment returns added $0.7 billion to ...