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Showing 191 - 200 of 6724 results for "Benchmark"

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI  |  WEDNESDAY, 19 FEB 2025
... FY25 which pleasingly shows the sector continues to grow and maintain its resilience," he said. "Data from the Class Benchmark Report has indicated that 70% of SMSFs are unadvised as the gap between supply and demand for financial advice continues to ...

Dexus delivers profit, flags 'turning point'

ELIZA BAVIN  |  WEDNESDAY, 19 FEB 2025
... outperformed their benchmarks across all time periods, while the Dexus Diversified Infrastructure Trust outperformed tis benchmark over the past 12 months. "Barring unforeseen circumstances, for the 12 months ending 30 June 2025 Dexus reiterated its ...

Fiducian FUMAA swell to $14.4bn

KARREN VERGARA  |  MONDAY, 17 FEB 2025
... not forecast, we continue to take a balanced approach for our diversified funds, and we remain only marginally above benchmark in our exposure to 'growth' assets," Fiducian executive chair Indy Singh said. "We retain a bias towards international ...

GQG records US$1.7bn net flows in January

MATTHEW WAI  |  MONDAY, 17 FEB 2025
GQG Partners has recorded US$1.7 billion net flows in January, bringing its total funds under management to US$160.4 billion. The firm recorded US$20.2 billion net flows throughout last year, nearly doubling its net flows of US$10.2 billion in 2023. ...

Janus Henderson turns $5.2bn fixed interest fund into active ETF

MATTHEW WAI  |  THURSDAY, 13 FEB 2025
... Janus Henderson Australian Fixed Interest Active ETF (JFIX) is an actively managed ETF, that aims to outperform the benchmark of Bloomberg AusBond Composite 0 + Yr Index over a rolling three-year period. JFIX will utilise a range of strategies with a ...

Global X launches Russell 2000 ETF

ANDREW MCKEAN  |  WEDNESDAY, 12 FEB 2025
Global X ETFs has launched Australia's only exchange-traded fund (ETF) tracking the Russell 2000 Capped Index. The Global X Russell 2000 (ASX: RSSL) offers exposure to small cap stocks listed in the US. The index has higher weightings in financials ...

EQT awarded two new mandates

ELIZA BAVIN  |  TUESDAY, 11 FEB 2025
Equity Trustees (EQT) has been awarded two fresh mandates to act as responsible entity for both Realm Investment House and MA Financial. MA Financial Group partnered with EQT as the responsible entity and custodian for its newly launched MA Credit Income ...

Australian super assets set to become second largest globally: WTW

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... despite the introduction of the Your Future, Your Super performance test in 2021 and the resulting increased focus on benchmark-relative returns, the allocation to alternatives has marginally increased since 2019, from 23% to 24% for super funds. "The ...

AMP launching 'market first' digital advice solution for super members

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
AMP is rolling out a new digital advice solution, in partnership with Bravura, providing its super fund members with retirement guidance. AMP Super's digital Retirement Health Check will allow its 700,000 members to find out when they can access ...

Magellan Financial Group 'redemption risks heightened'

ANDREW MCKEAN  |  WEDNESDAY, 5 FEB 2025
... funds following a key manager departure, a concern compounded by the strategy's underperformance relative to its benchmark. It's likely to take time for clients to regain confidence in Magellan given changes to its investment team," Ler said. Morningstar ...