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Showing 161 - 170 of 198 results for "Unhedged"

Free cash flow paves road to returns

RUTH LIEW  |  TUESDAY, 13 MAY 2008
... belief is the Australian arm of Grant Samuel Funds Management who recently teamed up with Epoch to launch hedged and unhedged versions of a global equity shareholder yield fund. The funds are open to both the retail and institutional sectors and bring ...

Canadian pensions down again

RUTH LIEW  |  MONDAY, 21 APR 2008
... period. Global equity as an asset class suffered the most this quarter, although the weaker loonie buffered the impact for unhedged Canadian-based investors. "The MCSI World Index plunged 11.9 per cent in local currency terms. Performance nearly matched ...

JANA and InTech lead IC scoreboard

... benchmarks and single managers, in six categories namely growth portfolios, Australian shares, international shares (unhedged), Australian listed property, Australian fixed interest and international fixed interest (unhedged). On the whole, the average ...

Zenith rates local NY fund replica 'Highly Recommended'

CHRIS NICHOLLS  |  FRIDAY, 27 JUL 2007
Zenith has rated US-based New York Venture Fund replica AFM Davis Value Trust 'Highly Recommended'. The fund is an unhedged US dollar denominated trust with shares in large cap companies like Amex, Citigroup, Berkshire Hathaway, Kraft, AIG, Microsoft ...

Four international funds added to Zenith recommended list

CHRIS NICHOLLS  |  WEDNESDAY, 4 JUL 2007
... named 29 recommended funds, including the four new additions of the Schroders Global Active Value Fund, the Platinum Unhedged Fund and Acadian's two entries - the Global Equity Long Short Fund and Geared Global Equity Fund. Platinum and Acadian products ...

Internationals in rare win over Aussies

CHRIS NICHOLLS  |  FRIDAY, 15 JUN 2007
... continued merger and acquisition activity were behind the strong May returns of 3.5 per cent (in local currency and on an unhedged basis). Growth stocks also outperformed value stocks for the first time in 2007. The local market, meanwhile, only returned ...

Avoid excessive hedging: EQT

ALEX DUNNIN  |  THURSDAY, 30 NOV 2006
... very little risk, though for equities the results depend upon when you do the analysis. "For example, over 10 years an unhedged equities portfolio produces a 5 per cent return for a risk of 13. The same portfolio hedged produces a 6 per cent return for ...

Macq BRIC fund approved by Zenith

HAMISH MADDEN  |  MONDAY, 13 NOV 2006
The Macquarie - Globalis BRIC Advantage Fund (Unhedged) has been assigned an 'approved' rating from Zenith. According to David Wright, director, Zenith Investment Partners, the Macquarie fund, managed by Globalis Investments, differentiates itself by ...

Big gaps in performance between managers

KATE HAGE  |  WEDNESDAY, 16 AUG 2006
... International Equity fund returning 34.16 per cent and Hunter Hall's Global Ethical Trust returning 31.26 per cent. Over the year unhedged funds had a relative advantage to their hedged counterparts, with Vanguard's unhedged portfolio outperforming its ...

IXIS Loomis wins Telstra Super $100m mandate

KATE HAGE  |  THURSDAY, 22 JUN 2006
... subsidiary group, Loomis Sayles, is a bottom up, high conviction concentrated portfolio of 40 to 50 global stocks. It is unhedged and aims to return 4 per cent above the MSCI World Index over a five year period. West added that the group has an intensive ...