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Showing 161 - 170 of 333 results for "Underperformance"

Asset managers still bearish, but less so

ALLY SELBY  |  WEDNESDAY, 12 AUG 2020
... the year to date," bfinance said. "Quality managers underperformed by nearly 3% in Q2, but the more significant underperformance was felt among those strategies with a focus on low volatility (-10%), income (-7%) and value (-4%)." There has also been ...

AMP closes ethical option to super members

ELIZABETH MCARTHUR  |  MONDAY, 6 JUL 2020
... fund to Alliance Bernstein for global credit and green bonds was also noted as delivering the "vast bulk" of underperformance.

Equipsuper, corporate fund merge

JAMIE WILLIAMSON  |  WEDNESDAY, 1 JUL 2020
... crimson rating from APRA in yesterday's heatmap update for landing above the threshold level for significant underperformance. Equip is set to merge with Catholic Super, having entered a joint venture last year.

APRA heatmap sees members save on fees

JAMIE WILLIAMSON  |  TUESDAY, 30 JUN 2020
... 59% six months ago, while the proportion of products considered to be above the threshold level for significant underperformance - and therefore copping a crimson rating - has decreased from 9% to 7%. According to the heatmap, Goldman Sachs and JBWere ...

Senator criticises lazy super system

JAMIE WILLIAMSON  |  FRIDAY, 5 JUN 2020
... said. "There's things that have been allowed to proliferate like multiple accounts, high fees, persistent underperformance of a number of funds... and also things like insurances that people might not necessarily understand, know that they have ...

State Street fund purges tobacco, weapons

KANIKA SOOD  |  FRIDAY, 15 MAY 2020
... fFund against its index to increase by around 0.15% pa to approximately 0.25% p.a." "We expect out-performance or underperformance of the MSCI World ex Australia Index for the unhedged fFund to reach or exceed 0.50% in some 12 month periods.

Colonial First State closes global fund

ALLY SELBY  |  FRIDAY, 1 MAY 2020
... brought the most significant negative payoffs. "Within North America, the representative portfolio saw the greatest underperformance from its long exposure to financials, with additional negative payoffs from its long exposure to industrials and information ...

ESG performing positively: MSCI

ELIZA BAVIN  |  TUESDAY, 28 APR 2020
... due to high exposures to style factors and larger stock-specific contributions, in its SRI index. In EM, the underperformance of the ESG Universal and SRI indexes was due to unintended country and currency exposures, especially for the MSCI EM SRI Index. ...

BlackRock turns optimistic on credit

KANIKA SOOD  |  TUESDAY, 28 APR 2020
... bunds. They provide little cushion against major risk events, but would not add to our underweight after recent underperformance versus US Treasuries."

Regal Atlantic fund down 58.6%

KANIKA SOOD  |  MONDAY, 20 APR 2020
... Australian Small Companies Fund: +20.2%." The Atlantic fund has reported and recovered from periods of steep underperformance in the past. In 2008, its returns for the year were -68.21% followed by +191.66% the next year. In 2016, it reported -44.53% ...