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Showing 161 - 170 of 283 results for "Accumulation Index"

CFS fund celebrates 5-year anniversary with aplomb

MARK SMITH  |  WEDNESDAY, 10 APR 2013
... market over the past five years, rising in value by 7.27% pa against a return of 3.64% pa from the S&P/ASX 100 Accumulation Index. Minbatiwala added that the fund does promise to meet arbitrarily decided yield targets and instead looks for companies ...

AMP awarded $800m equity mandate

MARK SMITH  |  THURSDAY, 21 MAR 2013
... has returned 8.99% from inception to end of February 2013, compared to a return of 9.11% from the S&P/ASX 200 Accumulation index over the same period. AMP declined to comment on the mandate award.

Fund stalwarts draw $6bn in Aus equities mandates

MARK SMITH  |  TUESDAY, 12 MAR 2013
... records of any Australian equity investor. His Concentrated Equity Fund outperformed the benchmark ASX 300 Accumulation Index by 4.5 percentage points a year over his 13 years at the helm and when he left to start Airlie Funds Management in 2012, nearly ...

Super funds shouldn't abandon small-cap active managers

MARK SMITH  |  FRIDAY, 18 JAN 2013
... Small Cap fund returned 42.3% in 2012, more than six times the 6.6% achieved by the S&P/ASX Small Ordinaries Accumulation Index. While impressive, this result was indicative performance across the small-cap sector last year. Virtually all small-cap funds ...

Regal Long Short Aust EF 'highly recommended'

MARK STORY  |  TUESDAY, 4 DEC 2012
... management," said Collins. The Regal Long Short Australian Equity Fund aims to materially outperform the S&P/ASX 300 Accumulation Index net of fees over a rolling five year period. Total returns to the end of October 2012 (after fees and since the Fund's ...

EQT equity fund highly rated by Lonsec

MARK SMITH  |  MONDAY, 19 NOV 2012
... alternative fee structure with a flat MER and a performance fee of 20% for outperformance of the S&P/ASX200 Accumulation Index. Lonsec also rated this approach separately as 'Recommended', noting that the EQT fee of 0.72 percent is "one of the lowest ...

A-REIT concentration raises active mgt questions

MELANIE TIMBRELL  |  WEDNESDAY, 11 JUL 2012
... according to Lonsec's annual review. While most funds in the sector are benchmarked against the S&P/ASX-200 A-REIT Accumulation Index or the S&P/ASX-300 A-REIT Accumulation Index, the two indices are very similar due to the small number of stocks in ...

Bentham attracts new super mandates

BEN COLLINS  |  THURSDAY, 10 MAY 2012
... non-investment grade loans). All outperformed equities, which returned 11.3% per annum, based on the ASX200 Accumulation Index over the same period. "Including credit as part of an asset allocation fills a gap between the extremes of low risk/lower growth ...

BlackRock funds target new investment climate

BEN COLLINS  |  TUESDAY, 8 MAY 2012
... Australian Equity Opportunities Fund (BAEOF) aims to deliver returns that are 8% per annum above the S&P/ ASX 200 Accumulation Index (before fees) over rolling 3-year periods. "We think the Fund provides a superior way of investing in the Australian ...

Bennelong awarded 'recommended' rating by Lonsec.

CLAIRE MCGREAL  |  THURSDAY, 24 NOV 2011
... 'recommended' rating by Lonsec. Over the two-year period ending September 2011, the Fund outperformed the S&P/ASX 300 Accumulation Index by 2.6% per annum (after fees), "clearly outperforming the Lonsec peer group average (Excess Return -0.2% pa). More ...

Editor's Choice

Australian Retirement Trust people chief to depart

ELIZABETH FRY
Australian Retirement Trust has confirmed the departure of chief people officer Helen Jackson, who will leave at the end of the financial year.

SSGA loses $2.4bn in two months

KARREN VERGARA
State Street Global Advisors (SSGA) suffered $2.4 billion in net outflows over the last two months of 2023, the majority of which hit its Australian and international equities products.

AFCA seeks industry feedback on approaches

ELIZA BAVIN
The financial complaints authority is asking the industry for feedback on how it approaches issues and reaches decisions.

Apex, ACA partner to broaden client services

ANDREW MCKEAN
Apex Group and ACA Group have formed a partnership to offer their clients a wider range of services.

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