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Showing 151 - 160 of 342 results for %22Inception Asset Management%22

Future Fund manager joins Fidante

ALEX BURKE  |  TUESDAY, 30 JAN 2018
... particularly proud of our Real Outcome Fund and the way it has consistently outperformed against cash and inflation since inception, while remaining uncorrelated to broader equity and bond markets." He added: "To date, it has proved to be a reliable ...

Paradice appoints portfolio manager from Northcape

ALEX BURKE  |  WEDNESDAY, 24 JAN 2018
... that are inevitably uncovered." The fund update also reported an excess return of 0.25% over its composite index since inception on 15 May 2017. The index comprises 70% of the S&P/ASX Mid Cap Accumulation Index and 30% of the S%P/ASX Small Ordinaries ...

Alpha Fund Managers awards income mandate

JAMIE WILLIAMSON  |  MONDAY, 18 DEC 2017
... High Income Fund from Blue Quay Investment Management has been selected for its consistently strong performance since inception. "We selected Blue Quay because of the expertise and quality of the investment team, and their proven ability to seek out ...

LIC fund reopens to investors

KARREN VERGARA  |  FRIDAY, 1 DEC 2017
... "a significant source of opportunities." The fund launched 18 months ago, generating a 13.7% per annum return since inception; 17 out of 18 months reported positive returns. It pays quarterly distributions targeting a 5% income yield and charges a 12.5% ...

Ophir Asset Management expands investment team

EMMA RAPAPORT  |  TUESDAY, 28 NOV 2017
... portfolio of Australian companies listed outside the ASX 50. The Fund has delivered 25.5% per annum after fees since inception. In September, Ophir announced the appointment of Perpetual Corporate Trust as the responsibility entity for the high conviction ...

Capital Group takes aim at the fund size myth

ALEX BURKE  |  THURSDAY, 2 NOV 2017
... Capital Group's New Perspective (NPF) global strategy, which has outperformed the MSCI ACWI by 3.5% per annum since inception - despite now having about US$71 billion in assets. "NPF's US$71 billion sounds massive, but in fact it comprises only 0.14% ...

Regal farewells co-founder in board makeover

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
... remains unchanged. In announcing the new appointments, Phil thanked Andrew for his contribution to the business since its inception in 2004. "I'd like to acknowledge the significant role Andrew has played in building Australia's leading equity hedge ...

Pinnacle boutique launches $250m LIC offer

ALEX BURKE  |  WEDNESDAY, 25 OCT 2017
... Companies Fund, which employs the same prospective strategy as the LIC, has outperformed the Small Ords by 7.3% since inception on 11 July 2016. Spheria isn't allowing for oversubscriptions due to capacity constraints. SEC will initially pay the offer ...

Cromwell divests IOF, reopens fund

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
... last opened to new investors in February 2015. The fund generated a return of 9.1% per annum (net fees and costs) since inception in 2008 against the S&P/ASX 300 A-REIT Accumulation Index benchmark of 3.4% per annum over the same period. Lonsec and Zenith ...

Perpetual wins RE mandate with $620m manager

ALEX BURKE  |  WEDNESDAY, 20 SEP 2017
... Ophir Asset Management's High Conviction Fund, which Ophir recently celebrated for its 21.5% net return per annum since inception two years ago, will be issued to advisers and their clients following strong expressions of interest. Perpetual will act ...