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Showing 161 - 170 of 1796 results for "Returned"

Macquarie shutters 30-year-old fund

MATTHEW WAI  |  TUESDAY, 25 FEB 2025
... It charged a total investment fee of 0.82% per annum and required a minimum initial investment of $100,000. The fund returned 6.41% for the past 12 months as at January 31. Further, investors may "crystallise" a taxable gain or loss in respect of their ...

Praemium hunts for new chief financial officer

ELIZA BAVIN  |  TUESDAY, 25 FEB 2025
... from the impact of adviser exits, launched a market leading IDPS with Spectrum, restructured operations offshore and returned earnings to shareholders," Wamsteker said. "I look forward to the added value to come from fully integrating our OneVue acquisition ...

SMSF sector continues to grow

ELIZA BAVIN  |  FRIDAY, 21 FEB 2025
... marketing Brett Grant said. After a surge in interest in SMSFs among younger generations during COVID-19, Baby Boomers returned to make up a stronger proportion of new SMSF accounts, Grant said. Baby Boomers accounted for over 50% of new SMSFs accounts ...

UniSuper prepared for buying opportunities

ELIZA BAVIN  |  TUESDAY, 18 FEB 2025
... which both recorded returns well in excess of 20%," he said. "UniSuper's Balanced option, which is our default option, returned 11.7% for the 12 months to 31 December 2024. Our Sustainable Balanced option performed strongly, returning 15.2% for the 12 ...

Oaktree offers Star $650m lifeline

ELIZA BAVIN  |  TUESDAY, 18 FEB 2025
... take a break from trading on the ASX after the release of the Bell Report by the NSW Independent Casino Commission. Star returned to the ASX around a month later and saw its share price plummet by close to 50%. The report found there were "governance ...

SG Hiscock, Ruffer shutter funds

KARREN VERGARA  |  THURSDAY, 13 FEB 2025
... The fund, which was about 33 years old, had $32.2 million in assets under management (AUM), Morningstar data shows, and returned 14.1% in the last year. The fund sought to invest in quality Australian listed securities via firsthand company visits. "Quality ...

Global X launches Russell 2000 ETF

ANDREW MCKEAN  |  WEDNESDAY, 12 FEB 2025
... showed that during Trump's first term, the Russell 2000 outperformed the S&P 500. In the first six months, the index returned 17% compared to the S&P 500's 15%, and over one year, it delivered 21% versus the S&P 500's 20%.

FAAA 'frustrated' as Dixon inquiry delayed

ELIZA BAVIN  |  THURSDAY, 6 FEB 2025
... and Dixon Advisory) has been deferred from March 27 to July 28 - pushing back the inquiry by four months. Parliament returned this week, and the Senate approved the deferral of the deadline for the inquiry. The Financial Advice Association Australia's ...

Mercer appoints chief investment officer from TelstraSuper

ANDREW MCKEAN  |  THURSDAY, 6 FEB 2025
... approach to sustainable investing. Notably, according to Rainmaker Information, TelstraSuper's default investment option returned 8% over 10 years to 31 December 2024, ranking fifth among measured workplace super options. Following Miller's resignation ...

Wilson Asset Management launches Founders Fund

ANDREW MCKEAN  |  TUESDAY, 4 FEB 2025
... Asset Management staff, and high-net-worth investors aligned with its strategy, show that founder-led companies have returned 21.6% per annum over seven years, outperforming the S&P/ASX All Ordinaries Accumulation Index (9.2%). The documents said the ...