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Showing 131 - 140 of 765 results for "Income Fund"

abrdn sells local trustee business

CHLOE WALKER  |  TUESDAY, 27 JUN 2023
... Equity Fund, abrdn Sustainable International Equities Fund, abrdn Multi-Asset Real Return Fund, abrdn Multi-Asset Income Fund, abrdn Global Corporate Bond Fund, abrdn Global Risk Mitigation Fund, SGH Australian Small Companies Fund and the SGH Ex-20 ...

Macquarie AM wins manager of the year: ILAs

STAFF WRITER  |  FRIDAY, 2 JUN 2023
... Dimensional Fund Advisors Dimensional Australian Large Company Trust Income Focused Vertium Asset Management Vertium Equity Income Fund Small Cap First Sentier Investors First Sentier Wholesale Australian Small Companies Fund ESG U Ethical U Ethical ...

Active fund outperformance mostly short-lived: SPIVA

ANDREW MCKEAN  |  WEDNESDAY, 31 MAY 2023
The S&P Indices Versus Active (SPIVA) Persistence Scorecard has shown a staggering number of Australian actively managed funds failed to outperform over five consecutive years. According to the report, nearly no actively managed equity, A-REIT and fixed ...

Tyndall launches Aussie small cap fund

JAMIE WILLIAMSON  |  THURSDAY, 18 MAY 2023
... cap investors," he said. The new offering marks Tyndall's third, sitting alongside the Tyndall Australian Share Income Fund and the Tyndall Australian Share Wholesale Fund.

Morningstar downgrades PIMCO, Vanguard funds

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2023
... a result, four products were downgraded and three were upgraded. Among the downgrades, the AB Dynamic Global Fixed Income Fund's rating was reduced from Bronze to Neutral. Morningstar said this is the result of cumulative changes across AB's global team ...

Another Aussie mandate for Apex Group

CHLOE WALKER  |  WEDNESDAY, 29 MAR 2023
Brisbane-based investment firm Hamilton12 has selected Apex Group as administrator of its new Australian Shares Income Fund. The Hamilton12 Australian Shares Income Fund, launched this month, aims to generate long-term after-tax returns for Australian ...

ASIC grants MSC Trustees new powers

KARREN VERGARA  |  MONDAY, 20 MAR 2023
... serve as trustee and responsible entity for two of its funds: the Alceon Australian Property Fund and Alceon Debt Income Fund. They have a combined funds under management of $660 million. MSC replaced Certane Group's Real Estate Partners.

Super tax break crackdown to hit $410bn in savings

ANDREW MCKEAN  |  WEDNESDAY, 1 MAR 2023
... contribution caps, including age-based contributions caps, that ever since have been compliance nightmares for high income fund members and their financial advisers, and accountants."

Link due to settle defunct Woodford fund with FCA

KARREN VERGARA  |  MONDAY, 20 FEB 2023
... discussions" with the UK's financial markets regulator to settle its investigation against the failed Woodford Equity Income Fund. The case has dragged on since 2019, when fundie Mark Woodford went on YouTube to apologise to investors, whose money ...

Calastone reports sharp managed fund flow declines in 2022

ANDREW MCKEAN  |  TUESDAY, 24 JAN 2023
... showed a sharp decline in inflows across all asset classes, with the biggest drop coming from fixed income funds. Fixed income fund inflows decreased dramatically, shrinking by 95% to $562 million. Rising inflation and delayed actions by central banks ...