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Showing 171 - 180 of 6725 results for "Benchmark"

GQG rejigs allocations amid tariff pain

KARREN VERGARA  |  WEDNESDAY, 9 APR 2025
... investments. The GQG Global Equity fund, for example, ended March with a 7.3% allocation in tech stocks compared to its benchmark MSCI ACWI's 23.4%. Consumer discretionary stocks were left a 1% allocation as opposed to the benchmark's 10.6%. The fund ...

Lakehouse Capital lists first fund on ASX

ANDREW MCKEAN  |  MONDAY, 7 APR 2025
... ETF structure meets these needs perfectly," Buchanan said. The fund returned 22.9% over the past year, surpassing its benchmark, MSCI ACWI (AUD), by 10.7%. Since inception in November 2017, it has delivered an annual return of 17.4%, compared to 11.8% ...

Pella Global Generations Fund launches in NZ

KARREN VERGARA  |  THURSDAY, 3 APR 2025
... of fees in the year to February, trailing its benchmark's 20.5%. Since inception, it achieved 9.5% p.a. while the benchmark turned in 11.4% p.a. AIA Group, Arthur J Gallagher, 3i Group and HK Exchange are some of its top holdings. The Global Generations ...

Regal leads $30m note in Carma

ANDREW MCKEAN  |  THURSDAY, 27 MAR 2025
... investment enables us to scale even faster, expanding our inventory, enhancing our digital destination, and setting a new benchmark for trust and convenience in the industry," he said. Carma director Jason Lenga added that around the world, businesses ...

Holding mega-cap stocks could be detrimental: Research

ELIZA BAVIN  |  WEDNESDAY, 26 MAR 2025
... historical analysis suggests that there is a strong probability that diversified strategies should outperform the market cap benchmark over the next decade," the research said. By late last year, US equity markets had reached levels of market concentration ...

Sliver of Aussie global equity managers beat index: SPIVA

KARREN VERGARA  |  TUESDAY, 25 MAR 2025
Just 15% of active Australian global equity fund managers outperformed the benchmark, making 2024 one of the worst years for performance, the latest SPIVA Scorecard shows. Last year saw 85% of active global equity funds struggle to keep pace over the ...

Perpetual Private awards $60m mandate

ELIZA BAVIN  |  FRIDAY, 21 MAR 2025
... initial allocation of $60 million. The Osmosis Core Equity Fund targets a better risk-adjusted return than the MSCI World benchmark by identifying companies that are more resource efficient than their same sector peers, and therefore better placed to ...

Canada pension fund hires ex-CalPERS CIO

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
Canada's largest pension scheme has hired a former CalPERS investment chief who famously led a big push into private equity and private debt. The Canada Pension Plan Investment Board has confirmed the appointment of Ben Meng as head of investment ...

Study finds 5000 European ESG funds investing in fossil fuels

JAMIE WILLIAMSON  |  THURSDAY, 20 MAR 2025
... or 'SRI' in their name will be required to implement exclusion screens aligned to the European Union's Paris-aligned Benchmark exclusions. However, the research found that two-thirds of the almost 14,300 Article 8 and Article 9 funds on offer are not ...

CFS awards fixed income mandate

ELIZA BAVIN  |  THURSDAY, 20 MAR 2025
Colonial First State (CFS) has awarded a significant mandate to global investment management firm Man Group. CFS will be investing in global fixed income through Man Numeric, the Boston-based systematic equities and credit investment manager of Man ...