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Showing 111 - 120 of 691 results for "Absolute return"

Financial advice firms facing failure: Dynamic Asset Consulting

ELIZA BAVIN  |  MONDAY, 28 SEP 2020
Dynamic Asset Consulting (DAC) has warned that financial advisers are putting their businesses and their clients at serious risk by implementing traditional strategic asset allocation (SAA) portfolios. DAC portfolio manager Jerome Lander said most Australian ...

Boutique appoints chief operating officer

KANIKA SOOD  |  FRIDAY, 18 SEP 2020
... million LIC called the Australian Leaders Fund (ALF) and the $30 million unlisted managed fund called the Watermark Absolute Return Fund.

Watermark sheds market neutral fund

KANIKA SOOD  |  THURSDAY, 17 SEP 2020
... million LIC called the Australian Leaders Fund (ALF) and the $30 million unlisted managed fund called the Watermark Absolute Return Fund. The market neutral fund's new manager, Dalton Street Capital has had an eventful year. Its old distribution partner ...

Corporates have a critical role in social, environmental outcomes

ALLY SELBY  |  WEDNESDAY, 16 SEP 2020
... both financial and social return. In its first year, the fund outperformed the benchmark ASX300 by 9.4%, with an absolute return of 1.8%. It was subsequently ranked by Rainmaker as one of the top 10 Australian large cap equities managers. In its second ...

New 'cash plus' style sovereign bond fund

KANIKA SOOD  |  TUESDAY, 18 AUG 2020
Jamieson Coote Bonds has launched an absolute return fixed income fund aiming to deliver 2.5% above cash rate while investing only in sovereign debt. The CC JCB Dynamic Alpha fund will hold high-grade sovereign bonds from G7 nations and Australia, with ...

K2 Asset Management reports loss

KANIKA SOOD  |  FRIDAY, 14 AUG 2020
... for growth. All five of K2's funds had negative absolute returns for FY20, ranging from -5.3% for the K2 Asian Absolute Return Fund to -12.7% for the K2 Australian Absolute Return Fund. The firm has $106.5 million in total funds under management at year ...

Top performing Aussie equity funds unveiled

ANNABELLE DICKSON  |  FRIDAY, 14 AUG 2020
... asset allocation sector with 7.2% over a three year period against the sector median of 2.5%. BMO Pyrford Global Absolute Return came in second at 5.1%.

Asset managers still bearish, but less so

ALLY SELBY  |  WEDNESDAY, 12 AUG 2020
... has also been a renewal of interest in high yield strategies, while interest in sovereign debt investments and absolute return strategies dropped during the first half of the year.

Perpetual launches two ESG funds

KANIKA SOOD  |  FRIDAY, 7 AUG 2020
... vs index 9.16%), five year (by 2.1% p.a.), three year (by 2.43% p.a.) and year to date basis (by 2.52%, though absolute return this year is negative), as at June end. The second Trillium fund that Perpetual is launching to the local market is the Trillium ...

Franklin Templeton cuts fees

KANIKA SOOD  |  WEDNESDAY, 24 JUN 2020
... manager is also dropping fees on five fixed income funds. The biggest cut in the category is for its Australian absolute return bond fund, which is going from 0.65% per year in management costs to 0.50%. The Australian Core Plus Bond Fund will go from ...