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Showing 111 - 120 of 340 results for %22Inception Asset Management%22

Asset manager eyes Australian market

KANIKA SOOD  |  TUESDAY, 25 JUN 2019
... in US dollar-denominated corporate credit of Latin American companies and has returned 12.5% p.a. since February 2000 inception under the leadership of portfolio manager Fernando Tisne. Brookvine chief executive Steve Hall said: "At a time when high ...

Boutique appoints portfolio manager

KANIKA SOOD  |  WEDNESDAY, 8 MAY 2019
... Templeton Investments Australia. The Vertium equity income fund has returned 2.77% (including distribution and growth) since inception compared to S&P/ASX 300 Accumulation Index's 6.98%. The fund's volatility has been 5.25% compared to benchmark's ...

JPMorgan portfolio manager leaves

KANIKA SOOD  |  TUESDAY, 2 APR 2019
... classified as an alternative strategy at Morningstar. Its mFund had returned -5.81% in the year to February 28. Since its inception in May 2016 the fund has returned 4.8% in annualised return to the benchmark's (Bloomberg AusBond Bank Bill Index) 1.8 ...

Channel Capital signs on new partnership

KANIKA SOOD  |  FRIDAY, 29 MAR 2019
... within it. The portfolio managers are John Malloy and Thomas Allarum who have a 19-person team. The returns since 2012 inception are 14.43% per annum after fees and in AUD as compared to MSCI Emerging Markets Index Net of 9.56% per annum. "We believe ...

New board directors at Future Generation

KANIKA SOOD  |  FRIDAY, 29 MAR 2019
... 23. The LIC had $476 million in gross assets at February end, charges no fees and has donated $12 million since its inception in September 2014. "The board of directors thanks Scott for his valuable contribution to the company since joining the board ...

Curtain call for JCP Investment Partners

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2019
... when its employees, directors and long-term advisers acquired J.P. Morgan Asset Management's 50% stake in 2010. Since inception, JCP's composite investment performance delivered an annualised return of 9.7%, compared with 8.5% on the S&P/ASX300 Accumulation ...

Channel Capital head of retail departs

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
... and the role's ambit will now fall under head of distribution Andrew King who has been with the business since its inception. Channel's fixed income boutique Jamieson Coote Bonds' has seen significant inflows in the last year and it is soon ...

Platinum LIC posts $29m in losses

KANIKA SOOD  |  WEDNESDAY, 20 FEB 2019
... benchmark gained 0.6%. Despite the recent performance, PMC remains firmly above the benchmark in its performance since inception with 11.8% returns compared to benchmark's 6.7%. PMC declared a fully-franked interim dividend of 3 cents per share and an ...

Ausbil launches dividend income fund

KANIKA SOOD  |  WEDNESDAY, 20 FEB 2019
... capital. The initial investor was Ausbil's strategic partner New York Life Investment Management. The returns from July inception to January were -1.13% which is 2.1% better than the benchmark S&P/ASX 200 Accumulation Index's returns. It generated ...

K2 posts losses, signs on distributor

KANIKA SOOD  |  THURSDAY, 14 FEB 2019
... of fees, and for six months to December 31. Five of the six funds are still above their respective benchmarks since inception. The exception is the K2 Global Equities Fund.