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Showing 191 - 200 of 307 results for "Accumulation Index"

A-REIT concentration raises active mgt questions

MELANIE TIMBRELL  |  WEDNESDAY, 11 JUL 2012
... according to Lonsec's annual review. While most funds in the sector are benchmarked against the S&P/ASX-200 A-REIT Accumulation Index or the S&P/ASX-300 A-REIT Accumulation Index, the two indices are very similar due to the small number of stocks in ...

Bentham attracts new super mandates

BEN COLLINS  |  THURSDAY, 10 MAY 2012
... non-investment grade loans). All outperformed equities, which returned 11.3% per annum, based on the ASX200 Accumulation Index over the same period. "Including credit as part of an asset allocation fills a gap between the extremes of low risk/lower growth ...

BlackRock funds target new investment climate

BEN COLLINS  |  TUESDAY, 8 MAY 2012
... Australian Equity Opportunities Fund (BAEOF) aims to deliver returns that are 8% per annum above the S&P/ ASX 200 Accumulation Index (before fees) over rolling 3-year periods. "We think the Fund provides a superior way of investing in the Australian ...

Bennelong awarded 'recommended' rating by Lonsec.

CLAIRE MCGREAL  |  THURSDAY, 24 NOV 2011
... 'recommended' rating by Lonsec. Over the two-year period ending September 2011, the Fund outperformed the S&P/ASX 300 Accumulation Index by 2.6% per annum (after fees), "clearly outperforming the Lonsec peer group average (Excess Return -0.2% pa). More ...

Franklin Templeton launches Australian equity fund

RACHEL DAVIS  |  MONDAY, 7 NOV 2011
... equities fund for both retail and institutional investors. The new fund aims to outperform the S&P/ASX 100 Accumulation Index over the medium to long term after fees and taxes. "This fund aims to provide long-term capital growth and income through investment ...

Lonsec hands Solaris top rating

MATT WOODINGTON  |  FRIDAY, 21 OCT 2011
... disappointing recent returns. The fund, which has a portfolio of 40-70 stocks, aims to outperform the S&P/ASX 200 Accumulation Index by 3% per annum over rolling three-year periods, while maintaining a tracking error of 2-4% pa. The fund has generated ...

Platforms welcome Solaris' performance fee equity fund

MATT WOODINGTON  |  WEDNESDAY, 12 OCT 2011
... lists. The Performance Fee Option (PFO) only charges a performance fee if the fund outperforms the S&P/ASX200 Accumulation Index benchmark. Investors pay an administration fee of 0.10% per annum. "The word 'alignment' is often bandied about, but we believe ...

Qantas Super makes delayed fund departure

MATT WOODINGTON  |  THURSDAY, 22 SEP 2011
... deliver strong outperformance over the longer term investment horizon." Constellation has outperformed the ASX300 Accumulation Index by 1.7% since its inception in 1999. "We see opportunities all over the place but you have to take a longer term focus ...

Bennelong absolute return fund earns top rating

MATT WOODINGTON  |  MONDAY, 12 SEP 2011
... double-digit returns through an investment cycle, noted Zenith, significantly outperforming the S&P/ASX 300 Accumulation Index and recording consistent outperformance in falling markets. "We're looking forward to growing our fund and harnessing Bennelong's ...

Clime gains three-star rating for Aus equities fund

ALISON BEVEGE  |  FRIDAY, 19 AUG 2011
... fund had returned 12.90% on an annualised basis over the past three years, compared with the All Ordinaries Accumulation Index which returned 0.43% over the same period. The total return for the three years was 43.91%, he said. The five-year-old fund ...