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Showing 131 - 140 of 6723 results for "Benchmark"

MLC AM delivers real returns for members in FY25

KARREN VERGARA  |  MONDAY, 30 JUN 2025
... geopolitical tensions. What helped drive the strong returns, he said, was holding onto listed equity weights close to the benchmark over the year, "which doesn't sound that exciting, but it was actually a challenging year." Ultimately, the fund manager ...

Uncertainty propels investors towards active managers

MATTHEW WAI  |  WEDNESDAY, 25 JUN 2025
Australian investors are looking to engage with active managers to navigate the heightened geopolitical volatility, according to a new survey. The Schroders Global Investor Insights Survey 2025, which covers nearly 1000 institutional investors and wealth ...

SMC backs principles-based approach to corporate governance

ANDREW MCKEAN  |  MONDAY, 23 JUN 2025
... past four years, super funds with equal representation boards generated $26 billion in extra value for members above a benchmark portfolio. In contrast, funds with non-equal representation boards lost $300 million relative to the same benchmark. "The ...

Global X scales higher on the ETF issuer podium

ANDREW MCKEAN  |  MONDAY, 23 JUN 2025
Global X has climbed the ranks of Australia's largest ETF issuers, overtaking State Street, having vaulted its assets under management (AUM) past the $10 billion mark. Global X chief executive Alex Zaika said the firm has leapfrogged State Street and ...

Perennial Partners buys Melior stake

MATTHEW WAI  |  MONDAY, 23 JUN 2025
... million in assets under management and has returned just over 8.3% in the 12 months to May 31, on par with the ASX300 benchmark (8.3%).

Airlie calls time on Concentrated Share Fund

KARREN VERGARA  |  FRIDAY, 20 JUN 2025
Airlie Funds Management will shutter its Concentrated Share Fund next week following a review. Magellan Asset Management as responsible entity said: "Given the Fund's small size, which impacts the expense ratio charged to unitholders in the fund ...

Green moves: Airtrunk, JPMorgan, T. Rowe Price

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... the Global Impact Short Duration Bond Strategy. The asset manager said that, together, these strategies aim for both benchmark outperformance and measurable impact. In addition, T. Rowe Price and IFC, a member of the World Bank, announced plans to create ...

T. Rowe Price welcomes head of impact fixed income

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... the Global Impact Short Duration Bond Strategy. The asset manager said that, together, these strategies aim for both benchmark outperformance and measurable impact. In addition, T. Rowe Price and IFC, a member of the World Bank, announced plans to create ...

Equity Trustees rapped over the knuckles by ASIC

JAMIE WILLIAMSON  |  THURSDAY, 19 JUN 2025
... Composite 0-5 Yr Index across all interest rate cycles. Since inception, it's achieved a net return of 2.60% against the benchmark's 1.38%, as at May end. In 2024, the fund was given a 'Recommended' rating by Zenith and was named the Best New Ethical ...

Middle Australia on track for 'comfortable retirement': ASFA

ANDREW MCKEAN  |  TUESDAY, 17 JUN 2025
... $30,000 super balance, will accumulate $610,000 by age 67. Significantly, this surpasses the industry body's $595,000 benchmark for a comfortable retirement for single homeowners. But this "major milestone," as ASFA chief executive Mary Delahunty described ...