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Showing 181 - 190 of 361 results for "High conviction"

Alphinity funds added to mFund

JAMIE WILLIAMSON  |  MONDAY, 31 OCT 2016
... and has so far returned 8.9% since its 2010 inception, while the Concentrated Australian Share Fund provides a high conviction portfolio of Australian stocks and has returned 10.3% since 2004. The Socially Responsible Share Fund is suited to those looking ...

Top boutique in first push for new investors

MARK SMITH  |  FRIDAY, 30 SEP 2016
... their ability to outperform by capping investment in the Opportunities fund. While that fund is closed, the Ophir High Conviction fund - launched in August 2015 - combines the most liquid small cap ideas within the Opportunities fund with the most attractive ...

A-REIT added to Asgard platform

DARREN SNYDER  |  TUESDAY, 27 SEP 2016
A high conviction, actively managed fund providing access to a diversified portfolio of ASX-listed real estate securities has been added to the Asgard platform. The Folkestone Maxim A-REIT Securities Fund is the newest addition, known for its disciplined ...

Netwealth introduces global managed account solution

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
... Arnhem managing partner, George Clapham, said the firm is excited to be partnering with netwealth to offer the high conviction global portfolios. "Netwealth has been at the forefront of providing innovative investment solutions to their clients for many ...

A new narrative for diversification: Western Asset

KERRIE SYDEE  |  THURSDAY, 22 SEP 2016
... diversification." Abad noted that for the Macro Opportunities Fund and funds like it, diversification was about taking high conviction positions on favourable themes over the long term. As a result the portfolio does not import overall market volatility ...

Global SMAs get Lonsec approval

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2016
... capability via the SMA structure, as it offers our clients and their advisers unprecedented transparency over a high conviction, low turnover portfolio, as well as having their own individual cost base. There is a part of the market that has evolved ...

ECPAM wins mandate, grows investment team

MARK SMITH  |  THURSDAY, 8 SEP 2016
... strategy - which was particularly apparent during the GFC - is attractive, as is the bottom up, benchmark agnostic, high conviction focused investment approach to quality, growth companies." In his new role as investment analyst, Byrnes joins the current ...

Alpha-beta split allows better asset allocation

DARREN SNYDER  |  THURSDAY, 8 SEP 2016
... illiquidity, risk and fees in order to generate excess returns. It allocates to active equity managers and those who have high conviction or may operate in a niche part of the market. It's also where First State Super allocates to private markets including ...

Legg Mason Brandywine fund gets top rating again

MARK SMITH  |  WEDNESDAY, 7 SEP 2016
... Brandywine funds or institutional mandates. The Legg Mason Brandywine fund report dated 2 September said: "Lonsec has a high conviction in the senior investment team and considers their complementary skill-sets a competitive advantage. "Lonsec takes ...

Wingate appoints new CEO

ALEX BURKE  |  TUESDAY, 6 SEP 2016
... platform. The fund, formerly known as the Wingate Opportunity Fund, invests in leading global companies with a high conviction approach and has delivered 12.71% pa over the five years to 30 June 2016. Padowitz said at the time: "The fund offers investors ...