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Showing 111 - 120 of 6723 results for "Benchmark"

Revolution private credit trust to launch on ASX

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
... portfolio being 1.1 years. The portfolio yield to maturity was 9.1%, with a credit spread of the portfolio above the BBSW benchmark rate of 536 basis points. The average credit rating of the portfolio is BB+. REV targets a return of RBA cash rate + 4% ...

Performance test review to allow funds to 'innovate'

ELIZA BAVIN  |  WEDNESDAY, 27 AUG 2025
... should not be set and forget." Delahunty said the performance test has given rise to "unintended consequences", including benchmark hugging and encouraging investment strategies that are increasingly similar. "Modernising the test should give funds the ...

Vinva, Barrenjoey buoy Magellan's earnings

KARREN VERGARA  |  WEDNESDAY, 20 AUG 2025
... Management, delivered positive absolute returns in its Airlie Australian Share Fund (AASF) but underperformed the S&P/ASX 200 benchmark mostly due to an underweight position in CBA. During the financial year, investment returns added $0.7 billion to ...

VanEck goes for growth with new ETF

MATTHEW WAI  |  MONDAY, 18 AUG 2025
... the only 'Magnificent 7' company currently included in the portfolio. "Minimal overlap between GWTH, the international benchmark, and factor ETFs provides further diversification benefits." Neiron said after thorough research, VanEck observed that traditional ...

Special feature: Hunting for value

LACHLAN COLQUHOUN  |  MONDAY, 18 AUG 2025
Markets have all but recovered from when 'Liberation Day' threatened a meltdown, and asset classes of all flavours are pushing to new highs. But with valuations ahead of fundamentals amid uncertainty, fixed income is in focus as investors look ...

Norway sovereign wealth fund divests 11 Israeli companies, cuts mandates

KARREN VERGARA  |  TUESDAY, 12 AUG 2025
... in Israel. As a result, the fund's investments in Israel will now be limited to companies that are in the equity benchmark index. However, we will not be invested in all Israeli companies in the index," NBIM said. "We have spent the recent days selling ...

CFS prices advice practice valuation gap at $1.1m

KARREN VERGARA  |  MONDAY, 11 AUG 2025
Financial advice businesses have an estimated $1.1 million valuation gap, a new survey from Colonial First State (CFS) shows, as most advisers are not prepared for the planned and unplanned sale of their practices. The Hidden Value Report, produced ...

Betashares launches equity high yield ETF

KARREN VERGARA  |  WEDNESDAY, 6 AUG 2025
... the past 10 years, while also screening for dividend sustainability, with income paid quarterly. From August 5, the benchmark tracked changed from the Nasdaq Global Income Leaders Index to the S&P World Ex-Australia High Dividend Aristocrats Select Index ...

Betashares adds global bond ETF to lineup

MATTHEW WAI  |  FRIDAY, 1 AUG 2025
... Australian investors seeking exposure to a global portfolio of bonds. "WBND is the only ETF that tracks the official APRA benchmark for the asset class and is constructed with more efficient after-tax outcomes, as well as smoother cash distribution profiles ...

'We're proceeding' with Div 296: Chalmers

ELIZA BAVIN  |  THURSDAY, 31 JUL 2025
Legislation for the government's $3 million super tax has been pushed to beyond next month's Economic Reform Roundtable, but Treasurer Jim Chalmers said the government has every intention to proceed as planned. "We're proceeding with the policy that ...