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Showing 161 - 170 of 313 results for "Unit trust"

Aviva funds receive Lonsec and Zenith tick

ALEX BURKE  |  TUESDAY, 14 FEB 2017
Two Aviva Investors funds have received strong ratings from Zenith and Lonsec. Lonsec gave an "investment grade" rating to the Aviva Investors Multi-Strategy Target Income Fund (AIMS TIF); Zenith gave AIMS TIF a "recommended" rating to the same fund ...

Wilson lodges to scrap Hunter Hall LIC board

ALEX BURKE  |  FRIDAY, 3 FEB 2017
... "incorrectly implies that the entry and exit feature of a listed investment company should be the same to those of a unit trust," adding that in order for his proposal to be fair and equitable, the entire HHV portfolio would need to be liquidated to ...

Hunter Hall slams exit proposal

ALEX BURKE  |  WEDNESDAY, 25 JAN 2017
... "incorrectly implies that the entry and exit feature of a listed investment company should be the same to those of a unit trust," adding that in order for his proposal to be fair and equitable, the entire HHV portfolio would need to be liquidated to ...

Wholesale funds see strong inflows

JAMIE WILLIAMSON  |  FRIDAY, 23 DEC 2016
Australian wholesale funds grew $36.2 billion over the September quarter, while retail managed funds market grew $24.9 billion. According to the latest statistics from Strategic Insights, more than 90% of the growth in wholesale funds occurred over ...

AMP Capital senior manager joins CFS

DARREN SNYDER  |  MONDAY, 28 NOV 2016
A senior manager among AMP Capital's multi-asset group will leave for a new role at Colonial First State in December. AMP Capital senior manager, platforms, tailored investment solutions Jodie Tapscott will leave the firm after more than four years. ...

New fund of funds taps Indian equity specialists

MARK SMITH  |  MONDAY, 19 SEP 2016
... investors to three of the five leading asset managers in India - Birla Sun Life Asset Management, SBI Funds Management and Unit Trust of India. Each constituent manager is an Indian equity specialist and has a long-term track record. Together they are ...

Global SMAs get Lonsec approval

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2016
... well as having their own individual cost base. There is a part of the market that has evolved beyond the traditional unit trust structure, and we have evolved to meet this need." Arnhem global portfolio manager Theo Maas said the business has seeded ...

Economic Wrap

BENJAMIN ONG  |  FRIDAY, 26 AUG 2016
Australia managed funds The Australian Bureau of Statistics (ABS) released data showing that funds under management in the managed fund industry rose by 3.0% to A$2,721.6 billion in the June quarter from A$2,646.7 billion in the previous three-month ...

DNR Capital fund scores 'Recommended' rating

KERRIE SYDEE  |  MONDAY, 15 AUG 2016
... financial advisers using our existing structures," said DNR Capital chief executive, Robert White. "This is our first unit trust offering, now available on the major platforms." In its report Zenith noted that "although the Fund remains in its infancy ...

AQR fund receives Lonsec upgrade

KERRIE SYDEE  |  MONDAY, 1 AUG 2016
... AQR Australia's AQR Wholesale DELTA fund has been upgraded by Lonsec to Highly Recommended. The Australian domiciled unit trust provides diversified, cost-effective exposure to the core return drivers of classic hedge fund strategies with low correlation ...