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Showing 121 - 130 of 4847 results for %22Managed funds%22

Fidelity launches global long-short fund to Aussie market

CASSANDRA BALDINI  |  WEDNESDAY, 25 OCT 2023
... portfolio manager Dmitry Solomakhin, who is based in London. Fidelity said the fund employs a long-short strategy and is managed without restrictions or reference to any specific benchmarks. Typically, it will hold 45 to 55 long and 25 to 35 short positions. ...

Insignia's managed account FUM swells

STAFF WRITER  |  MONDAY, 23 OCT 2023
Insignia Financial's managed accounts solutions have grown by about 42% in the past 12 months. The group said there's now more than $6 billion in funds under management across its range of managed account solutions. About 55% of this is held in managed ...

Pepper Money launches SMSF loan offering

CASSANDRA BALDINI  |  MONDAY, 23 OCT 2023
Pepper Money has introduced a new offering, providing loans to self-managed superannuation funds (SMSFs) to purchase or refinance residential and commercial properties. With lending options up to $3 million, the 'super smart' loans are designed for ...

Blackwattle to take over Watermark fund

CHLOE WALKER  |  MONDAY, 23 OCT 2023
... For example, WARF currently employs a 'variable beta' strategy where the fund's market exposure or 'beta' is actively managed. Watermark has retained very low market risk settings in recent years. Blackwattle intends to pivot the fund to a 'small companies' ...

Three actively managed funds shutter

KARREN VERGARA  |  FRIDAY, 20 OCT 2023
Three actively managed Australian share funds from BlackRock, Yarra Capital Management, and Platypus Asset Management have shuttered in recent weeks. The Platypus Systematic Growth Fund, which invests in up to 110 local equities, is shuttering after ...

Netwealth to distribute private markets offering

ANDREW MCKEAN  |  THURSDAY, 19 OCT 2023
... research and diligence team, along with a bespoke suite of educational tools. Netwealth will offer access to wholesale managed funds through its Wealth Accelerator Multi Asset Portfolio service. Additionally, advisers can tap into a range of private ...

HUB24 launches investment options

KARREN VERGARA  |  TUESDAY, 17 OCT 2023
... November, Discover joins HUB24's current stable of Choice and Core investment menus, providing advisers with a selection of managed portfolios. Also from next month, HUB24 will reduce percentage-based tiered administration fees in its HUB24 Super and ...

The ugly truth: Unattractive fund managers are investment darlings

ANDREW MCKEAN  |  TUESDAY, 17 OCT 2023
... our result that the profitability difference is more prominent in large firms." Notably, the study zeroed in on actively managed open-end equity funds and hybrid equity funds, excluding index funds and principal guaranteed funds from its analysis.

Industrials company launches asset management arm

ANDREW MCKEAN  |  FRIDAY, 13 OCT 2023
... Richard Lourey has been named managing director of VAM, with the appointment effective from November 8. At Kaapstad, Lourey managed international food and agriculture investments, advising on businesses ranging from solar desalination and irrigation. ...

Multi-asset funds see $1bn exodus

KARREN VERGARA  |  WEDNESDAY, 11 OCT 2023
... The year to September 2023 saw multi-asset funds suffer $974 million in outflows, the longest run of money leaving managed funds on Calastone's record. In September alone, multi-asset funds shed $288 million, also one of the worst months Calastone has ...