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Showing 141 - 150 of 1796 results for "Returned"

Super moves: Aware Super, Future Fund, Cbus

ELIZABETH FRY  |  THURSDAY, 24 APR 2025
Michael Newbold has quit his role as head of aviation commercial at Sydney Airport and returned to the investment community focusing once again on transport and infrastructure. After seven years at Australia's biggest and most profitable airport ...

Australian equity fund manager in a league of its own: Mercer survey

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
... year to March, according to Mercer's most recent investment survey. The Forager Funds Management Australian Shares Fund returned 21.7% before fees, outperforming all 123 investment products in Mercer's Australian shares category, and crushing the S&P/ASX ...

Pinnacle affiliate launches offshore version of smaller companies fund

ANDREW MCKEAN  |  WEDNESDAY, 23 APR 2025
... the MSCI World Small Cap Net Index. Since its inception in June 2022, the Australian unit trust version of the fund has returned 18.7% per annum after fees (in AUD), outperforming the benchmark by 6.9% annually to April 15. The firm has also opened a ...

Institutional capital returns to retail real estate after hiatus

ANDREW MCKEAN  |  THURSDAY, 17 APR 2025
... invested US$32 billion in retail properties in 2024. Meanwhile, the retail share of transaction volumes in the US has returned to 2017 levels, which the report said signals a broad recovery in the asset class. "2025 is forecast to be a year of economic ...

GSFM, Munro branch out to New Zealand

KARREN VERGARA  |  MONDAY, 14 APR 2025
... Index in $NZ (Net) over a five- to seven-year period. Having launched in 2021, the Munro Climate Change Leaders Fund has returned 60% p.a. while its benchmark achieved 48% p.a. In the year to February it made 29% p.a. while the benchmark returned 21% ...

Cbus plays it steady amid rocky start to the year

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... portfolio in good stead over the last 40 years, and which he thinks will for the next 40. Cbus' default investment option has returned 8.87% over the last 40 years to 30 June 2024. Gavin admits, however, the past couple of years has been "a bit testing," ...

Lakehouse Capital lists first fund on ASX

ANDREW MCKEAN  |  MONDAY, 7 APR 2025
... simplicity, transparency, and ease of access - an ETF structure meets these needs perfectly," Buchanan said. The fund returned 22.9% over the past year, surpassing its benchmark, MSCI ACWI (AUD), by 10.7%. Since inception in November 2017, it has delivered ...

Macquarie terminates Aussie equity funds

MATTHEW WAI  |  THURSDAY, 3 APR 2025
... outperforming the S&P/ASX 300 Accumulation Index over the medium term. The strategy incurred a management fee of 0.62% p.a. and returned up to 12.64% over the 12 months to February end. The fund had close to $13 million in funds under management (FUM) ...

Anthony Doyle quits Schroders, rejoins Pinnacle

ELIZABETH FRY  |  TUESDAY, 1 APR 2025
Anthony Doyle has left Schroders Australia just six weeks after joining the firm's global equities team and returned to Pinnacle Investment Management. In February, Doyle jumped from Pinnacle-backed Firetrail Investments - as head of investment ...

Talaria taps Equity Trustees as RE for three funds

ANDREW MCKEAN  |  TUESDAY, 1 APR 2025
... specialist global equity manager, overseeing more than $2.5 billion in assets. Talaria's flagship global equity fund has returned 11.3% over one year, 9.4% over five years, and 7.7% per annum since inception.