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Showing 101 - 110 of 269 results for %22ASX200 Accumulation Index%22

Well-known stockbroker launches own SMAs

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
... Portfolio achieving an average annual return of 11.2% over the last 3 years and 12.6% for the last year, outperforming the S&P/ASX 300 Accumulation Index returns of 6.4% and 9.3% respectively.

LIC helped by high gold and cash exposure

DARREN SNYDER  |  THURSDAY, 25 AUG 2016
... million. Hunter Hall Global Value chairman Paul Jensen said the portfolio significantly outperformed both the MSCI World and the ASX All Ordinaries Accumulation Index and the outstanding result was built on prior years' strong investment performance. ...

K2 hurt by Brexit call

DARREN SNYDER  |  WEDNESDAY, 10 AUG 2016
... its funds. Five of the six funds K2 manages underperformed against respective benchmarks during the past financial year. The ASX-listed K2 Australian Small Cap Fund produced the only positive result, a 9.6% outperformance compared to the Small Ordinaries ...

Greencape wins top Zenith rating

MARK SMITH  |  MONDAY, 8 AUG 2016
... the opportunity to invest in a concentrated portfolio of between 15 and 40 stocks and aims to outperform the benchmark S&P/ASX 200 Accumulation Index over rolling three year periods. It has delivered 3.65% per annum (net of fees) outperformance over ...

Absolute returns no longer the domain of instos

DARREN SNYDER  |  MONDAY, 25 JUL 2016
... one example. As of 30 June 2016, the fund has returned 10.3% per annum (net of fees) since inception, outperforming the S&P/ASX 200 Accumulation Index return of 4.9% pa over the same period. "Relative returns attract attention in rising markets, but ...

WAM finds returns in growth companies

DARREN SNYDER  |  MONDAY, 25 JUL 2016
... sectors led WAM Capital to a 21.6% return on its investment portfolio during 2015-16. Releasing its full-year results to the ASX, WAM Capital chairman Geoff Wilson said the company had outperformed the S&P/ASX All Ordinaries Accumulation Index by 19.6% ...

Zenith finds value in reduced blue chip exposure

ALEX BURKE  |  TUESDAY, 12 JUL 2016
The best-performing funds on Zenith's approved product list were those that reduced exposure to the top 20 ASX stocks, according to its 2016 Australian Large Companies Sector Review. The review found that, on average, approved Zenith products returned ...

Ethics and income not incompatible: Martin Currie

ALEX BURKE  |  FRIDAY, 13 MAY 2016
... similar need for 'sustainable income'." Using the initial screen Martin Currie applies for its Equity Income strategy on the ASX 200, around 100 stocks remain which are: likely to "pay a higher-than-market-average dividend in the next 12 months, meet ...

Aussie income managers underperforming

DARREN SNYDER  |  WEDNESDAY, 20 APR 2016
... below-market returns in recent years. Income funds covered by Lonsec returned 1.6% after fees in 2015, and this was below the S&P/ASX 200 Accumulation Index return of 2.6%. Lonsec Research general manager equities, Peter Green, said while the income ...

Affluence launches new fee model to help investors and charity

WHITNEY FITZSIMMONS  |  THURSDAY, 7 APR 2016
... charge as high a fixed fee as they can get away with," Mr Wilson said. In the year to February 29, 2016 the fund outperformed ASX stock market returns by more than 20%. During this period the fund returned 6.7%, compared to the ASX 200 Accumulation Index ...