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Showing 121 - 130 of 307 results for "Accumulation Index"

Hedge fund star joins Merchant Group line-up

ALEX BURKE | TUESDAY, 28 MAR 2017

... management role for the group's Merchant Opportunities Fund, which aims to outperform the SX All Ordinaries Accumulation Index net of fees over rolling five-year periods by investing in both listed and soon-to-be-listed companies. Based in Western Australia ...

OC partners for micro-cap fund

ALEX BURKE | FRIDAY, 24 MAR 2017

... the past five years, the original version of the fund has delivered 15.5% over the S&P/ASX Emerging Companies Accumulation Index per annum. "The Fund gives investors exposure to a diverse range of compelling and often under-researched companies at the ...

Lonsec upgrades Flinders fund

EMMA RAPAPORT | THURSDAY, 16 MAR 2017

... risk-adjusted returns in line with relevant objectives, which is to outperform the S&P/ASX Small Ordinaries Accumulation Index by 5% (gross) over rolling three year periods.

Small caps and corporate activity drive LIC performance

KERRIE SYDEE | WEDNESDAY, 7 DEC 2016

... October update revealed a drop in returns for the 12 months to October, with weak returns from the S&P/ASX 200 Accumulation Index down 2.1% for the month and 3.2% for the three months 31 October. Despite the drop, the LIC index managed to record a gain ...

Hedge fund goes retail with performance-only fee structure

ALEX BURKE | THURSDAY, 17 NOV 2016

... 11.67% per annum after fees since July 1, 2013. While it isn't benchmarked, it has outperformed the S&P ASX 200 Accumulation index with lower volatility. The fund's strategy focuses on takeover and corporate activity. Harvest Lane chief investment officer ...

IML senior portfolio manager resigns

ALEX BURKE | FRIDAY, 21 OCT 2016

... stocks on the ASX and aims to deliver an income stream with lower volatility levels relative to the S&P/ASX 300 Accumulation Index. It targets a distribution yield above 2% over the S&P/ASX 300 on a rolling four-year basis. It was established in January ...

Well-known stockbroker launches own SMAs

JAMIE WILLIAMSON | FRIDAY, 23 SEP 2016

... average annual return of 11.2% over the last 3 years and 12.6% for the last year, outperforming the S&P/ASX 300 Accumulation Index returns of 6.4% and 9.3% respectively.

LIC helped by high gold and cash exposure

DARREN SNYDER | THURSDAY, 25 AUG 2016

... chairman Paul Jensen said the portfolio significantly outperformed both the MSCI World and the ASX All Ordinaries Accumulation Index and the outstanding result was built on prior years' strong investment performance. "The company has continued to make ...

K2 hurt by Brexit call

DARREN SNYDER | WEDNESDAY, 10 AUG 2016

... Australian Small Cap Fund produced the only positive result, a 9.6% outperformance compared to the Small Ordinaries Accumulation Index. K2 announced an after tax profit of $3.8 million and a fully franked dividend of 0.5 cents per share. Revenue for ...

Greencape wins top Zenith rating

MARK SMITH | MONDAY, 8 AUG 2016

... invest in a concentrated portfolio of between 15 and 40 stocks and aims to outperform the benchmark S&P/ASX 200 Accumulation Index over rolling three year periods. It has delivered 3.65% per annum (net of fees) outperformance over its benchmark (S&P/ASX ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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