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Showing 181 - 190 of 522 results for "Fidelity"

High performance funds significantly underperform: Research

ALLY SELBY  |  FRIDAY, 11 SEP 2020
... outperformed the S&P/ASX Small Ordinaries index by 80 basis points. Australian Unity Platypus Australian Equities (13.6% p.a.), Fidelity Future Leaders Fund (13.4% p.a.), Hyperion Australian Growth Companies Fund (11.4% p.a.), Bennelong Australian Equities ...

Australia most active region in Q2: Research

ALLY SELBY  |  FRIDAY, 4 SEP 2020
... net inflows and $509 in net outflows for the quarter, with the largest flows coming from Hermes Asia ex-Japan Equity, Fidelity Asia ex Japan Equity and Martin Currie Asia Long-Term Unconstrained Equity. Global emerging markets all cap core equity saw ...

First Sentier bolsters board of directors

ALLY SELBY  |  THURSDAY, 6 AUG 2020
... June, previously served as a non-executive director of First State Investments in the UK. He previously spent 25 years at Fidelity, working as chief executive of the firm's UK mutual fund business, and subsequently FundsNetwork, from 1999 until his retirement ...

ESG funds crowned winners of COVID-19 crisis

ALLY SELBY  |  MONDAY, 3 AUG 2020
... on Morningstar's database. Despite the increase in sustainable strategies, there was only one sustainable fund launch (Fidelity Sustainable Water & Waste) in the second quarter of the year. However, this does not include the growing number of funds that ...

Pinnacle puts zero-fee ETF experiment to bed

KANIKA SOOD  |  THURSDAY, 30 JUL 2020
... cheap," Higgins said. "Does it mean we will never see them? No it doesn't but you have to remember none of them [such as Fidelity's] are zero fee after you take into account, for example, the platform they sit upon." "It's difficult to construct a completely ...

Australians without advice struggle in pandemic: Research

ALLY SELBY  |  FRIDAY, 10 JUL 2020
... the mental and financial wellbeing of Australia's unadvised population suffers from the impacts of the COVID-19 crisis. Fidelity International's latest Pulse Survey, which gauged the mental and financial wellbeing of 200 advised and 220 unadvised Australians ...

Best Australian equities funds, with risk considered

KANIKA SOOD  |  FRIDAY, 19 JUN 2020
... and semi standard deviation (22.7%). Hyperion Australian Growth Companies Fund had the best Sortino ratio (0.5) while Fidelity Future Leaders Fund had the best information ratio (1.4). In the small companies category, Lakehouse Small Companies Fund scores ...

Australia lagging on robo-advice

HARRISON WORLEY  |  FRIDAY, 19 JUN 2020
... wealth brands are getting better at becoming fintech firms," Peker said. "Powerhouses like Vanguard, Schwab, E*TRADE, and Fidelity already have well established in-house automated investment services, but continue to compete intensely on price and mobile ...

Fidelity launches sustainable fund

ALLY SELBY  |  TUESDAY, 16 JUN 2020
Fidelity International has launched a new sustainable fund in Australia, set to provide investors with a source of diversification through its investment in a relatively unexplored sector. The Fidelity Sustainable Water and Waste Fund will deliver risk ...

JBWere appoints advice general manager

KANIKA SOOD  |  FRIDAY, 12 JUN 2020
... after a global search. "During this time, Andrew worked for leading Australian and international institutions, including Fidelity, Schroder's, Citi Private Bank, Credit Suisse, Templeton Global, UBS and Lippo." On June 5, JBWere hired J.P. Morgan's ...