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Showing 151 - 160 of 443 results for "Hedged"

Invesco winds down fund

KANIKA SOOD  |  TUESDAY, 20 OCT 2020
... property fund for wholesale investors as it fails to achieve scale. The Invesco Wholesale Global Property Securities Fund - Hedged had $62 million in assets at September end via two share classes, started in 2001 and 2005. The closure comes into effect ...

Industry fund launches new passive options

JAMIE WILLIAMSON  |  WEDNESDAY, 14 OCT 2020
... (Indexed) option will look to match the returns of the MSCI World ex-Australia Total Return Index, 70% unhedged and 30% hedged in Aussie dollars over three years. It also incurs an investment fee of 0.07%. To avoid confusion, LUCRF Super has renamed ...

Lazard launches new fund

ELIZA BAVIN  |  THURSDAY, 1 OCT 2020
... universe of 900-1000 convertible bonds. The fund seeks to achieve total returns in excess of the Thomson Reuters Global Focus Hedged (AUD) Convertible Bond Index (net interest reinvested) over rolling five-year periods. The fund will be managed by Arnaud ...

Morningstar ratings tally for global equities

KANIKA SOOD  |  FRIDAY, 25 SEP 2020
... upgraded from bronze to silver include AXA IM Sustainable Equity, Barrow Hanley Global Equity Trust, BlackRock Advantage Hedged Intl Equity/ BlackRock Advantage Intl Equity Fund, Dimensional Global Large Company Trust and Dimensional Global Value Trust. ...

Global equities manager hires GM

KARREN VERGARA  |  WEDNESDAY, 16 SEP 2020
... recognition of the value it delivers for people and communities. Talaria runs the Global Equity Fund, Global Equity Fund - Hedged and Global Equity Fund - Foundation Units. Funds under management has grown by about 71% over the last two-and-a-half years ...

New 'cash plus' style sovereign bond fund

KANIKA SOOD  |  TUESDAY, 18 AUG 2020
... allocation to make a more absolute return style, lower volatility offering with no credit [exposure]," Jamieson said. "It is hedged back to AUD and we are very tight to hedge. [We are] not expecting to utilise the foreign exchange as a primary return ...

Super fund COVID-19 requirements to remain

ANNABELLE DICKSON  |  THURSDAY, 23 JUL 2020
... to the quarterly reporting, trustees do not need to report on the foreign assets in a managed investment trust that are hedged by the underlying manager. It should only include assets managed directly by the super fund and reported at the fund level. ...

Legg Mason subsidiary cuts performance fees

ALLY SELBY  |  THURSDAY, 16 JUL 2020
... COVID-19 crisis. RARE Infrastructure, a listed infrastructure manager, removed performance fees on its value funds, both hedged and unhedged, on July 1, after they returned -7.2% and -8.2% respectively. The manager has also reduced its buy/sell spreads ...

SG Hiscock, Morgan Stanley launch global equity funds

ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
... global equity funds in Australia. The SGH Partnership Program has been launched with the Morgan Stanley Global Quality fund (hedged and unhedged) and the Morgan Stanley Global Sustain fund (hedged and unhedged). The Global Quality fund aims to invest ...

BetaShares to list hedged versions of global stocks ETFs

KANIKA SOOD  |  WEDNESDAY, 10 JUN 2020
BetaShares today listed a currency-hedged version of its Global Quality Leaders ETF and will launch similar versions of two other ETFs in the coming weeks, as local investors' appetite for currency hedging grows. The BetaShares Global Quality Leaders ...