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| | | Vado Private, the private credit provider, has recruited a funds management lead as demand for private corporate loans soars. Mark Zukerman has been appointed to the newly created position and will join the investment committee, ensuring the private ... |
| | | | ... fundamentals. MFS said the strategy generally selects between 30 and 60 securities that are sector and region agnostic and benchmark unconstrained. "Each security is screened for value and critically, for change, which is arguably more difficult to measure ... |
| | | | ... 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 London office, "a natural extension" of its global strategy, according ... |
| | | | ... facility level. "As the private credit market evolves, investors are looking for trusted independent assessments to help benchmark credit risk and inform investments and monitor portfolios," Moody's chief executive Rob Fauber said. "Our partnership ... |
| | | | ... Investors Micro Cap Fund to wholesale investors, offering access to quality ASX-listed micro caps via a long only and benchmark unaware strategy. It invests exclusively in companies with a market capitalisation of less than $750 million. Balmoral Investors ... |
| | | | ... US, UK, Japan, Germany, France, Italy and Canada. It aims to provide regular and stable income and to outperform the benchmark, being an accumulation index comprising the OECD G7 Inflation Index plus 5.5% per annum. ClearBridge head of APAC business ... |
| | | | ... contributing small amounts to the total return over time, the strategy is designed to generate incremental returns above the benchmark while reducing active risk." Director of wholesale markets Mark Mukundan said the fund will provide access to a large ... |
| | | | ... 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% p.a. Some of the top holdings are ... |
| | | | ... achieving real impact alongside strong commercial returns can be done. "Our financial returns are outpacing the CoreLogic Benchmark for Sydney by 1.5 times*, and our fully calibrated social return stands at 14.4% for 2024. We've been fortunate to ... |
| | | | ... hardest, however, losses have occurred in all asset classes. Notably, the Bloomberg US Aggregate Bond Index, a common benchmark for fixed income investments, has fallen 1.3% since the changes to US tax and trade policies. Since then, share prices of ... |
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