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Showing 101 - 110 of 163 results for "Total Portfolio"

Alternative platform launches

HARRISON WORLEY  |  TUESDAY, 2 APR 2019
... convenient packaging and reporting benefits. "The price for convenience has been high, with fees up to 2% of their total portfolio, and major portability issues if they want to move off a platform." Hancock said the progression of technology now makes ...

TCorp restructure nears completion

DARREN SNYDER  |  FRIDAY, 7 SEP 2018
... Laity was head of investments at ESSSuper for 11 years. The New South Wales investment giant's transition to a total portfolio approach has seen its head of investment strategy and asset allocation, Steve McKenna, move into a new role as head of ...

Charter Hall acquires $1.6bn property fund manager

KANIKA SOOD  |  WEDNESDAY, 22 AUG 2018
... million investment capacity. The acquisition would add 427 properties to Charter Hall's portfolio, taking its total portfolio value to $24.8 billion. Folkestone shareholders are set to receive $1.39 per share, including a special dividend of three ...

Property fund makes $143m bid to internalise management

KANIKA SOOD  |  FRIDAY, 10 AUG 2018
... from existing debt facilities and June issue of stapled securities. Following the implementation, the fund's total portfolio will be worth $1.9 billion across 20 large format retail centres and a team of 60 staff. Aventus Capital Limited chairman ...

Blue Sky denies private equity selloff

ALEX BURKE  |  THURSDAY, 7 JUN 2018
... which led to an expected reduction in FY18 net profit after tax of $7 million. The first phase of Blue Sky's total portfolio revaluation included 12 of 93 assets, including assets within funds with a unit price greater than $1.20 in which the Blue ...

Blue Sky revaluation sees asset prices drop

DARREN SNYDER  |  TUESDAY, 15 MAY 2018
... management, and it is expected to reduce FY18 net profit after tax by $7 million. The first phase of Blue Sky's total portfolio revaluation included 12 of 93 assets, including assets within funds with a unit price greater than $1.20 in which the Blue ...

Insto investment committees step away from status quo

DARREN SNYDER  |  TUESDAY, 8 MAY 2018
... committees must be delegating day-to-day investment decisions. The two institutional investors use what is known as the total portfolio approach, a step away from traditional strategic asset allocation and sequential investment models. NSW Treasury Corporation ...

Beer tap runs dry for $2 billion manager

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
... not counting dividends. PM Capital's investments in beer stocks hit their peak in 2008, when it put 22% of its total portfolio into brewing companies. The following year, it started to whittle down its beer exposures. It shed Ashahi Breweries in 2011. ...

SMSFs shifting focus for diversification

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
Australia's self-managed superannuation fund investors are gaining confidence in international equities and paying more attention to new, innovative sectors. New data from nabtrade shows SMSF investment in international shares, domestic ETFs, mFunds ...

Vanguard rolls out multi-asset ETF suite

EMMA RAPAPORT  |  WEDNESDAY, 22 NOV 2017
... Diversified Index ETFs stand to benefit a broad range of investors, from those looking for a transparent low-cost total portfolio solution, through to those who want to implement a diversified index core that can be complemented with active strategies ...