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Showing 121 - 130 of 207 results for "Australian Equity Fund"

Fund managers out-invest school kids

ALEX DUNNIN  |  WEDNESDAY, 30 NOV 2011
At this year's ASX Schools Sharemarket Games, the 60,000 participating school students showed that they have only half the skill of professionals investment managers. The results should come as welcome relief to managed funds investors throughout Australia ...

Bennelong awarded 'recommended' rating by Lonsec.

CLAIRE MCGREAL  |  THURSDAY, 24 NOV 2011
The Bennelong Australian Equity Fund has been awarded a 'recommended' rating by Lonsec. Over the two-year period ending September 2011, the Fund outperformed the S&P/ASX 300 Accumulation Index by 2.6% per annum (after fees), "clearly outperforming the ...

Franklin Templeton launches Australian equity fund

RACHEL DAVIS  |  MONDAY, 7 NOV 2011
Following Franklin Templeton's acquisition of Australian equities manager Balanced Equity Management in July of this year, the firm has launched an Australian equities fund for both retail and institutional investors. The new fund aims to outperform ...

Lonsec hands Solaris top rating

MATT WOODINGTON  |  FRIDAY, 21 OCT 2011
Boutique Australian equities manager Solaris Investment Management's Core Australian Equity Fund has received a 'Highly Recommended' rating from Lonsec. The rating applies to both the retail and performance fee option, which are style neutral strategies ...

Platforms welcome Solaris' performance fee equity fund

MATT WOODINGTON  |  WEDNESDAY, 12 OCT 2011
Boutique fund manager Solaris has had its Core Australian Equity Fund 'performance fee option' added to a range of major platforms. Macquarie Wrap, CFS Firstwrap, AXA Summit and AXA North have all included the fund on their distribution lists. The Performance ...

Islamic fund opens doors to Australian investors

MATT WOODINGTON  |  THURSDAY, 6 OCT 2011
... its Australian equities fund, the first of a series of products it plans to bring to market. The Crescent Australian Equity fund begins life today with $5.5 million of seed capital from Aon Hewitt and will target the retail market and SMSFs in particular. ...

Manager tenure impacts success: S&P

ELISE BURGESS  |  MONDAY, 19 SEP 2011
In a study of long-only Australian equity funds, Standard & Poor's found the duration a portfolio manager remains with a fund manager is influential on the success of the fund itself, with consistent returns being a main benefit. In its report 'Portfolio ...

SMAs drive interest into concentrated Australian equity funds

ALISON BEVEGE  |  FRIDAY, 2 SEP 2011
Separately managed account growth is driving interest in the concentrated Australian equity fund sector, research house Lonsec has said. Lin Ngin, senior investment analyst for Lonsec, said there had been an increase in concentrated strategies, with ...

Short-termism crippling wealth management

ELISE BURGESS  |  WEDNESDAY, 31 AUG 2011
... hindering financial performance and resulting in significant losses to equity holders, according to boutique Australian Equity fund manager, Hyperion. Short-termism, as discussed in Hyperion's paper, authored by chief executive Mark Arnold and portfolio ...

Treasury Group "transformational" year

ELISE BURGESS  |  THURSDAY, 25 AUG 2011
Treasury Group is preparing to expand into the UK and Europe with mature acquisitions on the cards as it releases its full year results, including a 13.9% rise in FUM. The company posted mix results yesterday. Its consolidated profit after tax of $10 ...