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Showing 181 - 190 of 311 results for "Unit trust"

Robeco fund added to HUB24 platform

ALEX BURKE  |  THURSDAY, 10 DEC 2015
The Robeco Global Premium Equity Fund is now available on the HUB24 platform. The Australian unit trust was launch in 2014 and the fund itself has been running for eight years. It has a 'Recommended' rating from Zenith. "We're delighted the fund is ...

Parliament tables new tax laws for investment trusts

LAURA MILLAN  |  MONDAY, 7 DEC 2015
... want to allocate funds in Australia. "Offshore investors are often not familiar with the nuances of the Australian unit trust as an investment vehicle and overlook Australia in favour of other jurisdictions such as Luxembourg, Ireland and the UK," she ...

Pinebridge absolute return fund rated by Zenith

MARK SMITH  |  TUESDAY, 1 DEC 2015
... historically provided half-to-two-thirds global equity market risk for better than global equity returns. The Australian unit trust was launched in July 2014 and as of 31 October 2015 the wholesale share class returned 15.94% annualised (gross) since ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
David Heather has been waiting for managed accounts to take off since 2001. The managedaccounts.com.au chief executive has watched interest grow across the investment spectrum, from large institutions to retail accumulators, but he's never seen any ...

Fundhost appoints joint CEO

ALEX BURKE  |  TUESDAY, 4 AUG 2015
... commitment to the boutique funds management sector. "We see that as a very viable sector. We think that the retail unit trust, while there's been a lot of talk about its 'death', you might say, will become very viable going forward given the rise of ...

China FTA gives Australia "first mover advantage"

LAURA MILLAN  |  MONDAY, 3 AUG 2015
The China Australia Free Trade Agreement (FTA) will give Australian financial services companies a competitive edge that their peers in the United States or Japan don't have. Speaking in front of the Parliamentary Joint Standing Committee on Treaties ...

Minimum $200k SMSF balance "completely incorrect"

LAURA MILLAN  |  MONDAY, 27 JUL 2015
... SMSFs. As an example, he talked about "the ability to jointly invest in an asset portfolio with a related party via a unit trust." He also mentioned limited recourse borrowing arrangements (LRBAs) to buy direct shares and property, "even where the starting ...

Neuberger Berman appoints manager from JPM

LAURA MILLAN  |  THURSDAY, 16 JUL 2015
... will extend its suite of products available to Australian investors. Later this year, the firm will launch a new local unit trust for its Systematic Global Equity strategy, which is managed by Wai Lee and Neuberger Berman's Quantitative Investment Group. ...

Peters MacGregor makes marquee hire

STAFF WRITER  |  WEDNESDAY, 8 JUL 2015
... Peters MacGregor was established in 1999. It manages concentrated equity portfolios which are distributed via a retail unit trust, an individually managed account service or a separately managed account.

Magellan hires key account manager from Fidelity

LAURA MILLAN  |  TUESDAY, 7 JUL 2015
Magellan Asset Management has appointed a key account manager with over 17 years' financial services experience across funds management, financial planning and technology. Mark Jordan joins Magellan from Fidelity Worldwide Investment, where he was national ...