Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 121 - 128 of 128 results for %22Companies Accumulation Index%22

GMO a consistent modest performer

Morningstar has awarded the investment strategy of GMO's Australian Small Companies fund a 'recommended' rating believing the fund will produce consistent moderate long-term performance. The manager uses four research signal streams to select stocks. ...

Discipline the key for Challenger Smaller Companies fund

Morningstar research has awarded the Challenger Smaller Companies Wholesale fund a 'recommended' rating believing the manager's unwavering adherence to its investment strategy will allow the fund to outperform the market in the longer term. The fund ...

Wealthtrac signs up Lincoln Indicators

... "Investors might be surprised to find our fund might not have a National Bank or News Corp. What we are looking for are companies with a market capitalisation of more than $100 million that are proven performers yet still priced reasonably compared with ...

Ethical approach pays off for BT

... Year. The criteria of the award included the financial performance of the fund, the sustainability credentials of the companies held by the fund and the overall commitment to corporate social responsibility by Westpac and BT. According to the ASX 200 ...

Shares, dollar help pooled fund returns in July: Mercer

... result was helped by the Australian equity market, which returned 3.3% for the month, including a 6.7% return from small companies. But fixed interest was likely to have contributed negatively, with the UBS composite accumulation index falling back 0.9%. ...

Macquarie to collect $66 million performance fee

... performance fee from Macquarie Infrastructure Group (MIG), the Bank has announced. The fee is payable to MIG's management companies, both of which are wholly owned subsidiaries of Macquarie Bank. Stephen Allen, Chief Executive Officer of MIG, said the ...

Morningstar gives three-stars to HSBC small caps

... making detailed forward-looking assessments of HSBC's capabilities difficult," it added. The flagship Australian Smaller Companies Wholesale Fund outperformed the benchmark (S&P/ASX Small Ordinaries Accumulation Index) by 6.99 per cent for the three ...

INVESCO scores four star rating from Morningstar

... positions generally incorporate sufficient active risk to add value, it said. INVESCO manages around $400 million in smaller companies as of December 31 2002 and investors have access to both retail and wholesale products. The flagship smaller companies ...