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Showing 131 - 140 of 307 results for "Accumulation Index"

Absolute returns no longer the domain of instos

DARREN SNYDER | MONDAY, 25 JUL 2016

... June 2016, the fund has returned 10.3% per annum (net of fees) since inception, outperforming the S&P/ASX 200 Accumulation Index return of 4.9% pa over the same period. "Relative returns attract attention in rising markets, but beating the market on ...

WAM finds returns in growth companies

DARREN SNYDER | MONDAY, 25 JUL 2016

... to the ASX, WAM Capital chairman Geoff Wilson said the company had outperformed the S&P/ASX All Ordinaries Accumulation Index by 19.6% during a volatile year for the Australian equity market. "It demonstrates the strength of our investment process, which ...

BlackRock, Aviva receive ratings nod

KERRIE SYDEE | THURSDAY, 14 JUL 2016

... the BT Wrap and Asgard eWrap platforms on 8 July 2016. The fund aims to outperform the S&P 300 industrials accumulation index, excluding the top five stocks by market capitalisation, by between 4% to 6% a year before fees over rolling three year periods. ...

Zenith finds value in reduced blue chip exposure

ALEX BURKE | TUESDAY, 12 JUL 2016

... 1.5% net of fees for the year ending 31 May 2016, which represents a 3.6% outperformance on the S&P/ASX 300 Accumulation Index. Explaining the findings, Zenith senior investment analyst Quan Nguyen said that the most important factor in determining outperformance ...

Ethics and income not incompatible: Martin Currie

ALEX BURKE | FRIDAY, 13 MAY 2016

... Equity and Ethical Income strategies, we aim to deliver an annual dividend yield in excess of the S&P/ASX 200 Accumulation index yield, and long term income stream growth in excess of the Consumer Price Index. "Currently both portfolios have an expected ...

Aussie income managers underperforming

DARREN SNYDER | WEDNESDAY, 20 APR 2016

... years. Income funds covered by Lonsec returned 1.6% after fees in 2015, and this was below the S&P/ASX 200 Accumulation Index return of 2.6%. Lonsec Research general manager equities, Peter Green, said while the income strategy has tended to outperform ...

Affluence launches new fee model to help investors and charity

WHITNEY FITZSIMMONS | THURSDAY, 7 APR 2016

... ASX stock market returns by more than 20%. During this period the fund returned 6.7%, compared to the ASX 200 Accumulation Index return of negative 13.7%. "We know that ultimately, we'll get a better than average fee if we generate a better than average ...

Charter Hall reports $143m profit

MARK SMITH | THURSDAY, 25 FEB 2016

... high quality and diversified property portfolio has seen the Group outperform both the S&P/ASX 200 Property Accumulation Index and MSCI/IPD Wholesale Pooled Property Funds Index over three and five years delivering total securityholder returns of 17.8% ...

ETF revenue doubling every 18 months

JOHN DYALL | WEDNESDAY, 17 FEB 2016

... month revenue of $1.7 million and fees of 0.15%pa. The main difference is that STW follows the S&P/ASX 200 Accumulation Index while VAS follows the S&P/ASX 300 Accumulation Index. To some people that matters. John Dyall is head of investment research ...

WAM Capital profit triples

MARK SMITH | TUESDAY, 2 FEB 2016

... portfolio rose 25.6% for the 12-month period to 31 December 2015, outperforming the S&P/ASX All Ordinaries Accumulation Index by 21.8%. In the six months to 31 December 2015, the portfolio increased 16.5% against a 6.4% increase in the same period last ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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