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Showing 101 - 110 of 157 results for "Concentrated Portfolio"

Pengana AEq fund reaches $227m FUM

LAURA MILLAN  |  WEDNESDAY, 17 APR 2013
... which returned 0.7% during the same quarter. The fund, directed at retail and wholesale clients, holds a concentrated portfolio of principally listed Australian equities with its top five holdings being DUET, ANZ Bank, News Corporation, Telstra and National ...

Conscious Capital launches Aussie equities fund

MARK SMITH  |  MONDAY, 11 MAR 2013
Conscious Capital has launched the Conscious Investor Fund, a highly concentrated portfolio aimed at wholesale investors. The fund will hold between only 10 and 30 stocks at any one time. The investment process centres on finding companies with proven ...

Wingate appoints new executive director

MARK SMITH  |  TUESDAY, 26 FEB 2013
... fund manager with a large-cap, value-based investment philosophy. Wingate's approach is to invest in a concentrated portfolio of high-quality companies from around the world.

Certitude to access Threadneedle global income fund

MARK SMITH  |  MONDAY, 19 NOV 2012
... derivatives or hedging used in the fund. The Threadneedle Global Equity Income Fund invests in a relatively concentrated portfolio of international equities, typically between 75 and 95 stocks. Investors benefit from geographic and industrial diversification ...

Concentrated portfolios can benefit HNW

BEN COLLINS  |  THURSDAY, 13 SEP 2012
... company's opportunities, financial and industry structure, and finally the attraction of the market's price. A concentrated portfolio of companies such as IBM, Rolls Royce and Google are invested in for the long-term and portfolio turnover is very low ...

Fund giant T. Rowe Price stamps brand in Australian equities

MELANIE TIMBRELL  |  TUESDAY, 22 MAY 2012
... April 26, it has been tracking a return of 0.64% net of fees, ahead of its benchmark's 0.49%. The fund is a concentrated portfolio of 30-50 ASX200 listed companies. The team will be headed by Randal Jenneke, ex-senior portfolio manager on the Schroders ...

Aubrey lands Skandia mandate

ELISE BURGESS  |  MONDAY, 16 APR 2012
... global equities strategy through its partner, Treasury Group. The Aubrey Global Conviction fund is a highly concentrated portfolio of 40-50 international stocks.

Macquarie launches EM fund

MELANIE TIMBRELL  |  FRIDAY, 30 MAR 2012
... among Australian investors to high-growth, high-cash flow companies in emerging markets, the fund employs a concentrated portfolio of 40 to 70 companies. "Investors are always looking for new investment opportunities and at a time when developed economies ...

Five Oceans wins global equities mandate

CLAIRE MCGREAL  |  MONDAY, 19 MAR 2012
Australian international equities manager Five Oceans Asset Management has been chosen to run Skandia Investment Group's US$350 million global equity fund. Until now the fund had been managed by JP Morgan Asset Management. "Five Oceans Asset Management ...

Hunter Hall Asian value fund earns three stars

MATT WOODINGTON  |  THURSDAY, 22 SEP 2011
... launched in February this year with a focus on under researched and undiscovered Asian businesses in a highly concentrated portfolio of no more than 50 stocks. "There are a few surprises in store for investors familiar with Hunter Hall's other equities ...