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Showing 111 - 120 of 10146 results for "Index"

Ten Cap launches first active ETF

RIDDHIMA TALWANI  |  TUESDAY, 18 NOV 2025
... investors for over two decades," she said. Alpha Plus Fund has returned 12.45% a year since inception, outperforming the ASX200 index by 2.87%. Liu noted that the current market conditions are conducive to the launch. "It is unlikely that the bull market ...

Betashares expands platform offering with JPMAM partnership

RIDDHIMA TALWANI  |  MONDAY, 17 NOV 2025
... Management expands the range of institutional-grade portfolio solutions available on the platform, blending the best of index investing and active portfolio management," Vynokur said. "This launch represents an important milestone in the continued evolution ...

Passive strategies show 'higher survivorship' over active: Morningstar

RIDDHIMA TALWANI  |  FRIDAY, 14 NOV 2025
... stocks. This contributed to a decline in 10-year trailing success rates of fund managers across most categories. ASX large-cap index represented the biggest category within the study, with 94 strategies maintaining a continuous track record over the ...

Lazard AM opens flagship global equity fund to local investors

MATTHEW WAI  |  FRIDAY, 14 NOV 2025
... perspectives from a network of fundamental investors. It is distributed annually and tracks the MSCI World Ex Australia NR AUD index. It currently contains $40.6 million in net asset value and is priced at $5.61 per share. Requiring a minimum investment ...

Global X to launch Japan TOPIX 100 ETF

MATTHEW WAI  |  WEDNESDAY, 12 NOV 2025
... highlighted that Global X has applied for units in the ETF to be quoted on the ASX which tracks the TOPIX 100 Total Return Index. It will be distributed semi-annually and will charge 0.40% p.a. in management fees once launched. Investors have also been ...

Mercer Investments shutters four options

KARREN VERGARA  |  WEDNESDAY, 12 NOV 2025
... Ophir, Perennial, Pengana, UBS and Wilson Asset Management. Two months after announcing it will shut its flagship fund, the Index Unaware Fund, Touchstone Asset Management folded. Touchstone had more than $1 billion invested in Australian equities on ...

Perennial snaps up 50% of Balmoral, hands over microcap mandate

RIDDHIMA TALWANI  |  TUESDAY, 11 NOV 2025
... capitalisation of small companies rising significantly since 2017 when the fund first started, with an increased focus on index inclusion. "As such we believe that this dedicated microcap arrangement will deliver the best results for our clients in this ...

Milford launches two products in response to adviser demand

MATTHEW WAI  |  MONDAY, 10 NOV 2025
... over three years. The fund, charging a management fee of 0.52%, is benchmarked against the Bloomberg AusBond Credit 0+ Yr Index and is managed by portfolio manager Anthony Ip and deputy chief investment officer Paul Morris. Commenting, Milford Australia ...

Prime Super fined over tobacco exclusion claims

JAMIE WILLIAMSON  |  THURSDAY, 6 NOV 2025
... its international fixed income portfolios, being 0.2% of the fund's investment in the BlackRock iShares Global Bond Index Fund. As at May 2025, the holdings were valued at about $570,000. Prime Super self-reported the misleading statements and has ...

Damian Graham jumps to Challenger

ELIZA BAVIN  |  WEDNESDAY, 5 NOV 2025
... members, the fund said. To help fund the annuity and manage the investment transition, Aware Super invested in Challenger's Index Plus strategy, in what was said to be the largest annuity buy-in to date in Australia.