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Showing 121 - 130 of 273 results for "Australian SMA"

Pengana hires distribution lead from NAB

KANIKA SOOD  |  THURSDAY, 19 JUL 2018
Pengana Capital Group has appointed a NAB strategic account manager to its distribution and marketing team in a newly-created role. Brett Guerin will be responsible for managing Pengana's relationships with large dealer groups and their associated ...

Investor interest in long-short strategies surging: Zenith

KANIKA SOOD  |  THURSDAY, 12 JUL 2018
The amount invested in Zenith-rated long-short Australian equity strategies surged 43% in the 12 months to March as investors steer portfolios through a prolonged bull run with concerns for a market correction in the future. Over a four-year period ...

Aussie fund manager drops fees

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
K2 Asset Management is slashing the fees for its K2 Asian Fund, making it one of several funds to undergo fee restructures in the past year. From 2 July 2018, the K2 Asian Fund will charge a management fee of 1.36% as opposed to 1.54%. Performance fees ...

CFSGAM cuts long-standing investment capabilities

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2018
Following a strategic review Colonial First State Global Asset Management is consolidating one of its Australian equities strategies and exiting its global resources investment capability. CFSGAM has confirmed its 25-year-old Australian Equities, Core ...

Small cap boutique appoints investments GM from Perennial

ALEX BURKE  |  THURSDAY, 22 FEB 2018
Perennial's former general manager of investment services, who departed in January after 11 years, is taking on a new role for an Australian boutique asset manager. Brian Thomas has been appointed general manager of business and investments at Eight ...

Lennox launches micro-cap fund

ALEX BURKE  |  MONDAY, 19 FEB 2018
Fidante-aligned Australian equities boutique Lennox Capital Partners is launching a new micro-cap fund. The Lennox Australian Microcap Fund will hold between 20 and 40 Australian and New Zealand companies and aims to outperform the S&P/ASX Small Ordinaries ...

Zurich Investments awards small caps mandate

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2018
A Sydney boutique fund manager won a small caps mandate from Zurich Investments. Sigma Funds Management was selected to manage the Zurich Investments Small Companies Fund. The fund, which invests solely in Australian small companies outside the S&P/ASX100 ...

Small advice firms face big data breach penalties

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2018
Small financial advice practices that breach new cybersecurity laws coming into effect next month can face penalties of up to $1.8 million. The stark warning comes from the Australian Small Business and Family Enterprise Ombudsman, which is urging small ...

Praemium chief flags UK pensions investments after record inflows

ALEX BURKE  |  WEDNESDAY, 10 JAN 2018
... The momentum in our business continues to build. The imminent full release of international securities for the Australian SMA will be an important accelerator, with several prospective clients already looking to use the service." He added that adapting ...

SQM suspends Macquarie fund rating following investment team reshuffle

ALEX BURKE  |  TUESDAY, 12 DEC 2017
Following material changes to the investment strategy and team behind Macquarie's award-winning Australian Small Companies Fund, its rating has been changed to "hold" by SQM Research. SQM had originally downgraded the rating of the fund from 4.00 to ...