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Showing 131 - 140 of 1375 results for "managed funds"

Fidelity launches active ETF

KARREN VERGARA  |  MONDAY, 13 DEC 2021
Fidelity International has launched one of its managed funds as an actively managed exchange-traded fund on the ASX. The Fidelity Global Demographics Fund listed on the ASX as FDEM. It invests in up to 70 global stocks and aims to beat the MSCI All ...

Do inflows follow performance?

JAMIE WILLIAMSON  |  FRIDAY, 10 DEC 2021
... flows to individual funds do directly follow performance, but there's a catch. Rainmaker analysis of actively managed funds data for the 12 months to September this year shows flows follow performance but there is a lag of about 12 months as it takes ...

Equity Trustees nabs Perpetual sales head

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
... Francis has been appointed to the role, joining from Perpetual where he was head of sales and relationship management, managed funds services. Francis has spent more than seven years at Perpetual. Prior to joining the firm, he held senior roles at chartered ...

CCIV legislation introduced

JAMIE WILLIAMSON  |  FRIDAY, 26 NOV 2021
... FSC chief executive Sally Loane said: "Foreign capital currently only contributes 5% of investment into Australian managed funds, $138 billion as a proportion of $2.6 trillion." "We want to see Australia financial services industry contribute more to ...

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
... example, it's difficult to find data comparing one managed account to another on returns and fees - whereas in managed funds it is simple to find this research from several providers. The panel did agree that the range and access of managed accounts ...

Clearstream wins custody mandate

ANNABELLE DICKSON  |  THURSDAY, 25 NOV 2021
Clearstream Australia has won a mandate to serve as sub-custodian for unlisted managed funds and hedge funds in Australia and New Zealand for a large firm. J.P. Morgan appointed Clearstream to provide local sub-custody services. Clearstream has been ...

Vanguard launches automated investing solution

KARREN VERGARA  |  MONDAY, 15 NOV 2021
... Vanguard's Personal Investor platform has launched a feature that automatically invests clients' money into managed funds. Auto Invest regularly debits accounts starting from $200 either fortnightly, monthly, or quarterly, and invests the funds ...

Portfolio holdings disclosure a failure: Morningstar

ELIZABETH MCARTHUR  |  MONDAY, 15 NOV 2021
... sophisticated market, it is remarkable that Australia has consistently ranked bottom of all major global markets for managed funds disclosures," Morningstar said. Morningstar's Global Investor Experience studies, which assess the retail investor experience ...

Aussie equities small caps deliver 35%

KARREN VERGARA  |  TUESDAY, 9 NOV 2021
... delivering a median return of 35.2% per annum to wholesale investors. According to Rainmaker's latest Wholesale managed funds performance tables, the asset class was the top performer, beating out Aussie equities large cap (31.9% p.a.), property ...

AMP adds options to MyNorth

ANNABELLE DICKSON  |  FRIDAY, 29 OCT 2021
... cap, mid and small cap, income, ESG, infrastructure and property and diversified portfolios as well as ETFs and managed funds. The additions will be available to advisers and their clients from November 29 and build on the 20 new options that were added ...