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Showing 121 - 130 of 270 results for %22ASX accumulation index%22

Small cap fund opens to retail investors

LAURA MILLAN  |  FRIDAY, 24 APR 2015
... the decision to develop a PDS that would make the fund available to a wider range of investors. The fund invests mainly in ASX-listed small caps and its objective is to deliver a total return of CPI plus 7.5%, as well as to outperform the S&P/ASX Small ...

Perpetual appointed RE for Regal

DARREN SNYDER  |  THURSDAY, 9 APR 2015
... Long Short Equity Fund had more than $165 million in funds under management as of February. It aims to outperform the S&P/ASX 300 Accumulation Index net of fees over a rolling five year basis. Perpetual also acts as RE for Morphic's flagship fund.

Perennial to raise capital for Aussie equities LIC

LAURA MILLAN  |  THURSDAY, 12 MAR 2015
Perennial Value Management is set to launch its Wealth Defender Equities to the Australian Securities Exchange (ASX) as a listed investment company (LIC). The fund follows Perennial's Wealth Defender investment strategy, based on a diversified portfolio ...

Retail super bounces back

STAFF WRITER  |  THURSDAY, 5 MAR 2015
... 150 basis points in favour of NFP funds. Underpinning the super fund performance recovery is that the S&P ASX300 accumulation index over the rolling 12 months to end January bounced up from 5% at end December to 12% at end January just as the rolling ...

AMCIL suffers short-term performance dip

MARK SMITH  |  WEDNESDAY, 21 JAN 2015
... comprises a portfolio of 43 stocks as well as cash. Over the six month period the portfolio declined 2.1% whereas the S&P/ASX 200 Accumulation Index increased 2.5%. The one- year return of the portfolio to 31 December 2014 was 1.9% whereas the S&P/ASX ...

FEATURE: A new world order in active management

MARK SMITH  |  FRIDAY, 21 NOV 2014
... market over one, three and five years. According to the index provider, three quarters of active funds underperformed the S&P/ASX 200 Accumulation Index over the five years to the end of June 2014, while two thirds fell short of the benchmark over one ...

Super returns dip to 9.0 pct

STAFF WRITER  |  TUESDAY, 4 NOV 2014
... 11.5% and both Statewide and UniSuper with 11.2%. Underpinning the super fund performance fall is that the S&P ASX300 accumulation index performance over the rolling 12 months contracted further from 14% at end August to 6% at end September although ...

Active fund failure shown in new data

MARK SMITH  |  WEDNESDAY, 8 OCT 2014
... underperformed over one year. Australian equities didn't fare much better. Three-quarters of active funds underperformed the S&P/ASX 200 Accumulation Index over five years, while two-thirds fell short over the benchmark over one and three-year periods. ...

UBS launches microcap fund

LAURA MILLAN  |  WEDNESDAY, 24 SEP 2014
... The microcap client mandate managed by the UBS small cap team has delivered an annualized return of 26.97% versus the S&P/ASX Small Ordinaries Accumulation Index 4.93% since its inception 18 months ago. The performance was mainly driven by stocks that ...

Super returns dip but still strong

STAFF WRITER  |  TUESDAY, 2 SEP 2014
... is 1.6 percentage points. Underpinning the super fund performance result is that the rolling 12 month S&P ASX300 accumulation index at end July delivered 16% down slightly from 17% at end June. Reinforcing this, rolling 12 month returns from international ...