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Showing 111 - 120 of 673 results for "Equities Fund"

Ironbark fund swaps managers

KANIKA SOOD  |  FRIDAY, 12 MAR 2021
An Aussie broad-cap equities fund distributed by Ironbark is transitioning to a new fund manager, as the boutique managing it pivots away from broad-caps to small caps. The $25 million Ironbark Karara Australian Share Fund is currently managed by Karara ...

T. Rowe Price hires ETF consultant

KANIKA SOOD  |  THURSDAY, 11 MAR 2021
... Legg Mason (now owned by Franklin Templeton), BlackRock and Vanguard. Locally, T. Rowe's $4.9 billion global equities fund is among the top performers in the category with the three-year returns of 20.7% p.a. to January end compared to the median ...

Boutique manager hires from Talaria

ANNABELLE DICKSON  |  MONDAY, 8 MAR 2021
Alphinity Investment Management has appointed Talaria's former director of business development as a client portfolio manager, to serve as a link between the investment and distribution teams. Elfreda Jonker was previously director of business development ...

Best global equities funds

KANIKA SOOD  |  WEDNESDAY, 3 MAR 2021
... top-performers in international equities active core were BetaShares Global Sustainability Leaders, Intermede Global Equities Fund and Apostle Dundas Global Equity Fund. The median manager in active core had three-year annualised returns of 10%, standard ...

Australian equities funds downgraded

ANNABELLE DICKSON  |  MONDAY, 1 MAR 2021
... the team sees it fall from our top billing," Morningstar said. Fidelity Australian Opportunities, Yarra Australian Equities Fund and Perpetual Wholesale Concentrated Equity all slipped to bronze from silver. Morningstar reduced Fidelity and Yarra's ratings ...

Morphic co-founder joins hedge fund

KANIKA SOOD  |  MONDAY, 22 FEB 2021
... 2020, split across an unlisted fund (Morphic Global Opportunities Fund) and an ASX-listed fund (Morphic Ethical Equities Fund). It was founded in 2012 by Slater and Jack Lowenstein, who worked together at Hunter Hall. In June 2019, Ellerston bought an ...

Industry fund awards $60m small caps mandate

KANIKA SOOD  |  MONDAY, 15 FEB 2021
A boutique founded by former the small caps team at UBS Asset Management has won a $60 million mandate from a $5.4 billion industry fund. TWUSUPER has selected Eiger Capital for the equities allocation. "This mandate furthers TWUSUPER's plan to ...

Antares promotes on equities team

KANIKA SOOD  |  TUESDAY, 9 FEB 2021
... Management's Antares Equities business has promoted a senior analyst to deputy portfolio manager on an ex-20 Australian equities fund. Winston Chong joined Antares' equities team in November 2019, after working at Gandel family office. Prior to this ...

Maple-Brown Abbott finetunes Aussie equities lineup

KANIKA SOOD  |  THURSDAY, 28 JAN 2021
The Sydney boutique is winding up its geared Australian equities fund after underperformance and dwindling assets, while trimming the fees on two others. Maple-Brown Abbott 's Australian Geared Equity Fund has been around since 2002 and uses leverage ...

Tide turns in ETFs, managed funds inflows

KANIKA SOOD  |  FRIDAY, 22 JAN 2021
US exchange-traded funds ended 2020 with a new record for inflows, while managed funds set a record of their own - in highest outflows for a calendar year. Mutual funds are still roughly three times the size of ETFs in the United States, Morningstar ...