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Showing 181 - 190 of 198 results for "Unhedged"

Growth funds turn down in July: InTech

... dollar, which reversed some of its recent decline during July also weighed on investments, subtracting a further 0.9% from unhedged returns. "While property was strong again in July, and other asset classes produced mildly positive returns, it was not ...

InTech ranks Tyndall No 1 in bonds

... year of 3.01%. According to InTech, Australian bonds returned 2.33% for the year ending 30 June, beating the return on unhedged international bonds, which printed at 1.43% for the financial year. But a hedged position with international bonds was the ...

PM Capital claims top marks: InTech

... Suisse with 12.56% annual return, Zurich with 12.86% and Colonial First State with 14.53%. The InTech survey showed the unhedged MSCI World ex-Australia Index of international shares has gained 14.14% so far this financial year, compared with the 14.11% ...

Investco's Global Matrix Fund recommended: Zenith

... wholesale global equities fund operated from London. Zenith said the Global Matrix fund, which is available in hedged and unhedged versions through financialadvisers, has consistently beaten its MSCI World Index on an unhedged basis. It recommended the ...

InTech says double-digit returns within reach

... mid-February, the Australian dollar fell overnight to a six-month low below $US0.70. The most recent decline fueled a 4% spike in unhedged investments in April, according to InTech, estimating to have added approximately 0.8% to the returns of a typical ...

Investors need to be wary of impact of $A on offshore shares

AAP | TUESDAY, 17 FEB 2004

... some exposure to currency movements improved the diversification of a growth-orientated portfolio. But, having too much unhedged currency exposure left the potential for sharp movements in the Australian dollar to dominate the total portfolio return. ...

Growth funds post negative returns in November: Mercer

... the median return stood at 0.5%, although the median growth fund has managed to deliver 4.3% since 1 July. Mercer noted unhedged investors in international equities were also hit by the continued strong appreciation of the Australian dollar. Although ...

Australian equity fund managers add value in 2003: survey

... markets delivered a 9.4% return in local currency terms over the past four months and the strongest since 1984. But for unhedged Australian investors, the return shrank to 4.9%, an outcome bettered in 2000.

Morningstar awards two stars to ABN AMRO international equities management

... objective of the MLC mandate is to outperform the MSCI World Gross Dividends Accumulation Index in Australian dollars (unhedged) by two per cent per annum over a rolling three-year period, one a before-fee basis. ABN AMRO's international equities' investment ...

Macquarie Funds research reveals dynamic hedging outperformance

... strategy not only outperformed static hedging strategies, but also outperformed and reduced the risks associated with unhedged portfolios. Dynamic hedging strategies cover a range of strategies but, broadly speaking, they refer to strategies where the ...

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Aware Super reshapes governance team, appoints chief risk officer

VINNY VUCAGO

Aware Super has announced a leadership reshuffle, appointing a new chief risk officer amid the departure of its long-serving group executive of legal.

IFM lifts stake in Atlas Arteria to 40% after upping offer price

RIDDHIMA TALWANI

IFM Investors has raised its stake in Atlas Arteria from 34.5% to 38.3% in an on-market stock purchase, just a day after it raised its offer price for the toll road operator to $5.10 per security.

Zenith bolsters research, investment capabilities with new hires

MATTHEW WAI

Zenith has announced two senior appointments to strengthen its research and portfolio management divisions.

Regulators push for stronger stress-testing capability, resilience

KARREN VERGARA

The ability to remain resilient and manage liquidity pressures amid severe, multi-dimensional stress scenarios is an area of focus that APRA and ASIC want superannuation funds to improve.

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