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Showing 1431 - 1440 of 8399 results for "equities"

Managed accounts FUM inch to $100bn

KARREN VERGARA  |  FRIDAY, 12 MAR 2021
... decrease of 10.42% decrease in the prior six months). This will have materially advanced the value of holdings as Australian equities make up a significant share of assets in both direct and managed fund form," Milliman principal and head of investment ...

T. Rowe Price hires ETF consultant

KANIKA SOOD  |  THURSDAY, 11 MAR 2021
... Fidelity, Legg Mason (now owned by Franklin Templeton), BlackRock and Vanguard. Locally, T. Rowe's $4.9 billion global equities fund is among the top performers in the category with the three-year returns of 20.7% p.a. to January end compared to ...

Investor population rises for global equities

ANNABELLE DICKSON  |  THURSDAY, 11 MAR 2021
Young Australians have flocked to trade listed investments for the first time, having set their sights on global equities, new research shows. Investment Trends 2020 2H Online Investing Report found that 435,000 Australians placed their first trade ...

Boutique buys back Montgomery stake

KANIKA SOOD  |  WEDNESDAY, 10 MAR 2021
A global long/short equities boutique is branching out on its own, as it buys back Montgomery's stake in its business. Andrew Macken and Chris Demasi's Montaka Global Investments was established in 2015, with Roger Montgomery's Montgomery ...

No more easy 6% returns: Fidelity

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 MAR 2021
... week, Credit Suisse Research Institute published its Investment Returns Yearbook 2021 which predicted lower returns in equities and bonds for the foreseeable future. In a diversified growth portfolio with 70% equities and 30% bonds returns for the future ...

Perpetual promotes on Aussie equities team

KANIKA SOOD  |  TUESDAY, 9 MAR 2021
Perpetual has appointed deputy portfolio managers for its Australian equities long-short fund and for the smaller companies fund. The Perpetual Share-Plus Long-Short Fund is currently managed by Anthony Aboud. Perpetual has appointed Sean Roger as the ...

AMP Capital severs ties with global equities unit

KARREN VERGARA  |  TUESDAY, 9 MAR 2021
AMP Capital will offload its $653 million global equities capability to a Canadian fund manager for an undisclosed figure. Montreal-based Fiera Capital has agreed to acquire the four-year-old strategy available to investors in the UK, via a UCITS platform ...

LGS names deputy chair, director

ANNABELLE DICKSON  |  TUESDAY, 9 MAR 2021
... executive Phil Stockwell. The board changes come after LGS awarded Challenger with a $200 million mandate in indexed global equities for its current and former New South Wales government employee members.

Boutique manager hires from Talaria

ANNABELLE DICKSON  |  MONDAY, 8 MAR 2021
... The creation of the new role was aimed at more deeply integrating ESG related matters across its domestic and global equities funds as well as the Alphinity Sustainable Share Fund. Research house Morningstar commenced covering the Sustainable Share Fund ...

Fidante strikes new partnership

KANIKA SOOD  |  FRIDAY, 5 MAR 2021
... were institutional and $1.9 billion were retail. About half of this FUM is from fixed income managers, while 42% is in equities and 9% in alternatives. During the December half, Challenger transitioned its CIP Asset Management business from being focused ...