The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 19 results for "Simon Shields"|
|... (although seven years ago an Aurora fund converted from a LIC to an ETF), and Monash co-founder and portfolio manager Simon Shields said it has been in the works for a long time. The LIC listed in 2016, and Shields said within six months the portfolio ...|
|... $1 trillion was invested in cash deposits and some $798 billion in shares. Monash Investors co-portfolio manager Simon Shields said with such a huge amount of household wealth invested in shares and property, Australians are very exposed to share and ...|
|... Investors added its flagship fund to BT Wrap's investments menus recently. Monash Investors co-portfolio manager Simon Shields said the firm is pleased the Monash Absolute Investment Fund is now available on the platform. "The fund has experienced strong ...|
|... Absolute Investment Fund has been awarded a 'Recommended' rating from Lonsec. Monash Investors co-portfolio manager Simon Shields said the rating is a welcome affirmation of the fund's unique attributes and investment approach. "Monash Investors was ...|
|... Founded in 2012, Sydney-based Monash Investors is an absolute return Australian equity specialist established by Simon Shields, the ex-head of UBS's Australian Equity Fund, and Shane Fitzgerald, a former J. P. Morgan sell-side analyst. Winston Capital ...|
|... financial year." Commenting on the decision to create the LIC, Monash Investors co-founder and portfolio manager Simon Shields said financial advisers and brokers "were telling us that their retail clients were very interested in our Monash Absolute ...|
|... absolute return Australian equity capability. The fund is managed by former head of UBS's Australian equity fund Simon Shields and by Shane Fitzgerals, formerly an analyst at J.P.Morgan. The fund has returned 15.8% per annum after fees and expenses since ...|
|... small-cap, David Scott and Patrick Barrett, property securities, and Steve Coffey, large-cap, who moves over from QBE. Simon Shields, head of equities, and Shane Fitzgerald, financials and gaming analyst, will form a separate and independently branded ...|
|... left ING IM and will not move across to UBS as part of the acquisition. UBS recently told Financial Standard that Simon Shields was managing ING IM's equity client portfolios as well as UBS' in house investment teams, while Anne Anderson was doing the ...|
|... Property Securities Fund, has moved across to lead the UBS Australian Share Fund, replacing head of Australian equities Simon Shields who is also overseeing various ING IM managed Australian equities products. Vinay Narsi, who had been covering property ...|
| | |
AMP today announces the appointment of Felicia Trewin as its new chief technology officer and member of the group executive committee.
| | |
State Street Global Advisors will roll out enhancements to four of its SPDR ETFs and, in the process, give Australian investors access to an ESG-focused global real estate ETF and reduced carbon emissions emerging markets ETF for the first time.
| | |
New Morningstar research recommends retirees should drop the 4% withdrawal rate to 3.3% for a balanced portfolio.
| | |
The former chief claims officer at Zurich Financial Services has moved to ClearView Wealth in a newly created role.
|Brought to you by|
|Access a 20% EOY discount to Financial Standard's premium subscription. Available until 31 December 2021.|