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Showing 151 - 160 of 307 results for "Accumulation Index"

AMCIL suffers short-term performance dip

MARK SMITH | WEDNESDAY, 21 JAN 2015

... of 43 stocks as well as cash. Over the six month period the portfolio declined 2.1% whereas the S&P/ASX 200 Accumulation Index increased 2.5%. The one- year return of the portfolio to 31 December 2014 was 1.9% whereas the S&P/ASX 200 Accumulation Index ...

FEATURE: A new world order in active management

MARK SMITH | FRIDAY, 21 NOV 2014

... five years. According to the index provider, three quarters of active funds underperformed the S&P/ASX 200 Accumulation Index over the five years to the end of June 2014, while two thirds fell short of the benchmark over one and three-year periods. The ...

Super returns dip to 9.0 pct

STAFF WRITER | TUESDAY, 4 NOV 2014

... both Statewide and UniSuper with 11.2%. Underpinning the super fund performance fall is that the S&P ASX300 accumulation index performance over the rolling 12 months contracted further from 14% at end August to 6% at end September although this was offset ...

Active fund failure shown in new data

MARK SMITH | WEDNESDAY, 8 OCT 2014

... Australian equities didn't fare much better. Three-quarters of active funds underperformed the S&P/ASX 200 Accumulation Index over five years, while two-thirds fell short over the benchmark over one and three-year periods. A-REITS performed just as badly. ...

UBS launches microcap fund

LAURA MILLAN | WEDNESDAY, 24 SEP 2014

... by the UBS small cap team has delivered an annualized return of 26.97% versus the S&P/ASX Small Ordinaries Accumulation Index 4.93% since its inception 18 months ago. The performance was mainly driven by stocks that were trading at substantially lower ...

Super returns dip but still strong

STAFF WRITER | TUESDAY, 2 SEP 2014

... 1.6 percentage points. Underpinning the super fund performance result is that the rolling 12 month S&P ASX300 accumulation index at end July delivered 16% down slightly from 17% at end June. Reinforcing this, rolling 12 month returns from international ...

Folkestone posts strong result

MARK SMITH | FRIDAY, 22 AUG 2014

... share price increased 37.5% from 16.0 cents to 22.0 cents per share in FY14, outperforming the S&P/ASX 300 Accumulation Index, which was up 17.3%. Since the current management took over in April 2011, Folkestone's share price has increased 83.3% from ...

Legg Mason wins $125m Mercer mandate

MARK SMITH | MONDAY, 18 AUG 2014

... potentially fewer touch points." The Legg Mason small companies strategy aims to outperform the Small Ordinaries Accumulation Index by 5% per annum and invests in approximately 45 companies outside the ASX top 100. Over 10 years to June 2014, the strategy ...

Super posts 12.7 pct for FY2014

STAFF WRITER | MONDAY, 4 AUG 2014

... has now washed through the system. Rainmaker said the returns were underpinned by rolling 12 month S&P ASX300 accumulation index returns of 17% and 20% returns from global shares. Even fixed interest has recovered posting returns of 6.1% from domestic ...

WAM Capital posts record profit

MARK SMITH | TUESDAY, 29 JUL 2014

... of 30% over the year." WAM Capital's investment portfolio returned 19.2%, while the S&P/ ASX All Ordinaries Accumulation Index rose 17.6% over the same period. The S&P/ ASX Small Ordinaries Accumulation Index and the S&P/ ASX Small Industrials Accumulation ...

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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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