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Showing 111 - 120 of 307 results for "Accumulation Index"

SQM suspends Macquarie fund rating following investment team reshuffle

ALEX BURKE  |  TUESDAY, 12 DEC 2017
... driven strategies." "The investment objective of the Fund will remain to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to longer term (before fees) and to provide capital growth and some income," Macquarie said. The strategy ...

Contango swaps investment managers following AGM

ALEX BURKE  |  TUESDAY, 28 NOV 2017
... contain lower management fees, but with a performance fee for outperformance over the ASX Small Ordinaries Accumulation Index, with any underperformance needing to be recouped before future performance fees are paid." Carroll said the new arrangement ...

Cromwell divests IOF, reopens fund

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
... generated a return of 9.1% per annum (net fees and costs) since inception in 2008 against the S&P/ASX 300 A-REIT Accumulation Index benchmark of 3.4% per annum over the same period. Lonsec and Zenith have rated the fund as 'highly recommended.' Cromwell's ...

QVG Capital launches inaugural fund

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2017
... one," he said. The fund aims to deliver strong absolute returns and outperform the S&P/ASX Small Ordinaries Accumulation Index over rolling three-year periods. The fund also has the flexibility to hold cash should QVG not be able to find attractive investment ...

Managing the three pillars of retirement

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
... holds a concentrated portfolio of 20 to 40 stocks and aims for a greater income return than the S&P/ASX 300 Accumulation Index over rolling five-year periods. "It takes roughly three years to recover from one year of a bear market historically, so you ...

Perpetual case dismissed in court

ALEX BURKE  |  THURSDAY, 13 JUL 2017
... benefits shareholders - a fact clearly demonstrated by Brickworks' superior performance to the All Ordinaries Accumulation Index, which has increased 10.5% per annum over the past 48 years, compared to Brickworks' 11.9% total shareholder return," Brickworks ...

Perennial micro-cap fund gets Lonsec tick

ALEX BURKE  |  MONDAY, 22 MAY 2017
... "Recommended" rating. The Perennial Microcap Opportunities Trust aims to outperform the S&P/ASX Small Ordinaries Accumulation Index after fees over rolling three-year periods by investing in 30 to 70 listed and unlisted companies with market capitalisations ...

Cuffe takes stake in Lennox small-cap fund

ALEX BURKE  |  WEDNESDAY, 10 MAY 2017
... Companies Fund is available to retail and institutional investors. It's benchmarked to the S&P/ASX Small Ordinaries Accumulation Index and invests in a concentrated portfolio of listed small-caps as well as derivatives, cash and smaller companies expected ...

Ausbil MicroCap suspends applications and redemptions

JAMIE WILLIAMSON  |  WEDNESDAY, 3 MAY 2017
... investors," the spokesperson said. Rainmaker data shows the MicroCap Fund has beaten the S&P ASX Small Ordinaries Accumulation Index by almost 850%, outperforming in 80% of months since its February 2010 inception with Waters and Prunty at the helm. ...

Paragon hires distribution head from Challenger

ALEX BURKE  |  WEDNESDAY, 29 MAR 2017
... returned 66.7% net of fees since inception in March 2013, compared to the 33.5% returned by the All Ordinaries Accumulation Index.