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Showing 161 - 170 of 1718 results for "Minimum"

Acclaim Wealth enters managed account space

ANDREW MCKEAN  |  TUESDAY, 15 OCT 2024
... noting that many practices face restrictions when setting up their own separately managed accounts (SMAs), often due to minimum requirements. For instance, a practice with $200 million in FUM may find that they can only offer a limited range of models ...

High-profile Tribeca manager sets up shop

KARREN VERGARA  |  MONDAY, 14 OCT 2024
... long positions and short positions in Australian shares, using quantitative and fundamental strategies. It requires a minimum spend of $25,000 for retail investors. "David has been my mentor for many years. We worked out the best transition for myself ...

European private equity strategy launches down under

KARREN VERGARA  |  THURSDAY, 10 OCT 2024
... HFPCF, an open-ended fund targeting wholesale investors, aims to provide investors returns of 15-17% p.a. It requires a minimum investment amount of €100,000. Some of the companies in its portfolio include FE fundinfo, CUBE Global, Caseware, and Ideagen. ...

Hamilton Lane adds SCOPE to product lineup

ELIZA BAVIN  |  WEDNESDAY, 2 OCT 2024
... structured as an evergreen vehicle, which allows for monthly subscriptions and offers regular liquidity with a lower investment minimum relative to traditional closed-end structures, Hamilton Lane said. As an all-weather fund, SCOPE seeks to generate ...

Schroders launches high yield credit strategy

MATTHEW WAI  |  FRIDAY, 27 SEP 2024
... cash rate and offers liquidity daily, unlike term deposits. It charges a management fee of 0.50% per annum and requires a minimum investment of $5000. "The targeted result of this strategy is a diversified portfolio of investment-grade rated credit securities ...

Powerhouse Ventures to acquire Aliwa

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
... Aliwa Alpha Fund, which focuses on the micro-cap sector of the ASX. The fund has about $23.9 million in FUM and requires a minimum investment of $50,000. Aliwa was previously known as Altor Capital. Should Powerhouse shareholders approve the acquisition ...

ASIC sees case against Rest thrown out

ANDREW MCKEAN  |  THURSDAY, 19 SEP 2024
... to make contributions to the fund could only transfer part of their balance, and that they were required to maintain a minimum balance of $5000 in their account. The Court found that Rest's representations about rollover requests for Determination ...

Remara launches real estate strategy

KARREN VERGARA  |  WEDNESDAY, 18 SEP 2024
... groups that may have previously been direct developers. The fund aims to achieve 15% in returns annually and requires a minimum $25,000 investment. It charges management fees of 1.25% p.a. and performance fees of 30%. "The challenges around interest ...

Lazard AM brings Japanese equities fund to Australia

MATTHEW WAI  |  THURSDAY, 12 SEP 2024
... selected from about 3900 listed stocks. The number varies depending on the company's market cap, which currently sits at a minimum of US$500 million. Led by June-Yon Kim, portfolio manager from the Tokyo-based Japanese equity team, the strategy has been ...

Metrics to list CRE fund

KARREN VERGARA  |  TUESDAY, 10 SEP 2024
... subscription price is $2 per unit set; it is targeting $300 million with the ability to accept oversubscriptions. The minimum investment is $2000. "The Metrics Real Estate Multi-Strategy Fund offers investors the potential to earn income from CRE debt ...