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Showing 111 - 120 of 139 results for %22Balanced Equity Management%22

Gloves off ahead of APRA report

MICHELLE BALTAZAR, MICHAEL HOBBS  |  TUESDAY, 10 FEB 2009
... Henaghan's comments were made on the back of SelectingSuper data that ranked the AMP Signature Super - Future Directions Balanced Options as one of the worst 10 funds based on one-year and three-year performance. "We made a decision around three years ...

BTIM seeks ESG credit reporting

MICHAEL HOBBS  |  MONDAY, 17 NOV 2008
... Management head of multi strategies, said the team is looking to add investment grade credit to the investment mix of its balanced ethical fund, but needs to improve its environmental, social and governance (ESG) reporting analysis. The balanced ethical ...

CSRF chases alpha

MICHAEL HOBBS  |  MONDAY, 18 AUG 2008
... markets," he said. "This follows from our lowering our exposure to listed equities from 60 per cent to 55 per cent in the 'balanced' portfolio last November." Integrity Investment Management was also chosen as a value manager for its Australian equities ...

Astarra opens to retail investors

MICHAEL HOBBS  |  THURSDAY, 17 JUL 2008
Astarra Funds Management's balanced, conservative and growth multi manager funds are now available to retail investors for the first time in more than a decade. All three diversified funds have all been ranked in the top quartile over one, three, five ...

Takeovers Panel adds five

MICHAEL HOBBS  |  MONDAY, 12 MAY 2008
... superannuation and corporate law, Nick Sherry, has appointed five new members, including Andrew Sisson from Balanced Equity Management, to the Takeovers Panel. The 52-member group was created to provide a mechanism for peer review of company takeovers ...

MTAA awards $450m quant mandate

MICHAEL HOBBS  |  TUESDAY, 18 MAR 2008
... across a broad suite of products both in the institutional and retail markets. This good performance has also assisted our balanced funds which have also delivered strong returns for investors over the last few years," said O'Shannassy. Ken Liow, BlackRock ...

Diversity wins at State Street

RUTH LIEW  |  THURSDAY, 13 MAR 2008
... Diversified Beta is a 100 percent passively managed portfolio that aims to deliver a target return in line with traditional balanced portfolios, with lower volatility. Diversified Beta Plus incorporates a 20 percent active element, and seeks to deliver ...

Ascalon treads global commodity path

RUTH LIEW  |  WEDNESDAY, 5 MAR 2008
... Composite Index. H3 chief investment officer Matthew Kaleel said: "With low correlations to other asset classes, as part of a balanced portfolio, commodities can potentially improve the risk-return profile with the added benefits of trading in highly ...

QSuper offers low cost option

MICHAEL HOBBS  |  TUESDAY, 12 FEB 2008
QSuper has designed a low cost balanced option, Basic Growth, which boasts a low management expense ratio by focusing on passive investments. Basic Growth maintains a low management expense ratio (MER) of 0.32 per cent for 2007/08 due to passive investments ...

Australian managers clock $650bn

... Financial (ranked 352), Maple-Brown Abbott (353), Insurance Australia Group (IAG), Suncorp Metway (409), Balanced Equity Management (425) and Lend Lease (455). The figures were not all rosy. Although CFS climbed 10 spots up to 128, only one new manager ...