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Showing 121 - 130 of 2699 results for "Holdings"

Instos continue to bite on risk: State Street

MATTHEW WAI  |  THURSDAY, 9 OCT 2025
... commodity currencies, such as the Canadian and Australian dollars. "... dollar selling persists, even as the US dollar holdings now show the most pronounced underweight since early 2021. In relative terms, the US dollar underweight is easily the most ...

Platinum LIC turns down WAM bid

KARREN VERGARA  |  FRIDAY, 3 OCT 2025
... providing exposure to undervalued businesses. Since its 1994 inception, PMC has returned 10.7% p.a. Some of its largest holdings are in TSMC, Alphabet, Novartis, Unilever and AstraZeneca. Platinum shareholders recently voted in favour of merging with ...

Liquidity, operational shocks major issues for super: RBA

ELIZA BAVIN  |  FRIDAY, 3 OCT 2025
... central bank said funds must focus on managing their large and expanding market presence. "As the sector's foreign asset holdings continue to build, there will be a growing need to hedge foreign exchange risk, which will require careful liquidity management," ...

Super funds must improve reporting, audits: ASIC

JAMIE WILLIAMSON  |  TUESDAY, 30 SEP 2025
... ASIC said often RSEs are relying on the redemption prices provided by external managers to calculate the fair value of holdings in managed investment schemes and warned that RSEs should be aware redemption prices are not always reliable. The review also ...

Macquarie to pay Shield victims in full

JAMIE WILLIAMSON  |  THURSDAY, 25 SEP 2025
... or the court proceedings already underway against others involved, ASIC noted. Macquarie will purchase investors' holdings in Shield at the current fair value, based on the estimated ultimate recovery from the liquidation process, and also make a ...

Former Income Asset Management staffer embezzles $1.5m

KARREN VERGARA  |  TUESDAY, 23 SEP 2025
... in funds under administration. Recently, the group sold its loss-making deposit broking assets to PCT. "Client asset holdings are reconciled and reported upon any transaction being entered into, coupon or maturity payment being made, and a monthly portfolio ...

ASIC issues interim stop orders to La Trobe Financial

JAMIE WILLIAMSON  |  FRIDAY, 19 SEP 2025
... invested almost entirely in loans secured by registered first mortgages, with the exception of small cash and term deposit holdings held to meet cash requirements," ASIC said. "These products are not bank deposits. The rates of return are not guaranteed ...

Rest invests $390m in US REIT

ELIZA BAVIN  |  WEDNESDAY, 17 SEP 2025
... opportunities for our members." Bambrook said the STORE Capital portfolio will assist with diversifying Rest's property holdings with greater exposure to assets in the retail and industrial sectors. "The portfolio is much more diversified than you'd ...

RBA's Hauser warns super funds of $1tn FX risk

ELIZA BAVIN  |  WEDNESDAY, 17 SEP 2025
... opportunity, they have typically taken only modest levels of protection against FX movements on their riskier overseas asset holdings. "The superannuation sector as a whole is estimated to hedge only around one-fifth of the value of its overseas listed ...

Family offices up equities, dial down alternatives: Goldman Sachs

KARREN VERGARA  |  FRIDAY, 12 SEP 2025
... infrastructure allocations were also higher at 11% as opposed to 9%. Meanwhile, fixed income was up by 1% to 11% and holdings in cash was steady at 12%. Furthermore, the survey found that public equity allocations returned to 2021 levels alongside a ...