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Showing 191 - 198 of 198 results for "Unhedged"

Vanguard earns middle rating: Morningstar

... agency has announced. While noting Vanguard was essentially an index manager, with the MSCI World ex-Australia Index (unhedged) as benchmark for Portfolio Partners, Morningstar noted the group avoided full index replication, instead adopting an optimised ...

Shares, dollar help pooled fund returns in July: Mercer

... accumulation index falling back 0.9%. Mercer said the depreciation of the Australian dollar also contributed strongly. On an unhedged basis, the US and UK equity markets both delivered returns of 5%, while Japanese equities returned 7.2%. The best performing ...

Morningstar awards three stars to Merrill Lynch's international equities

... within a tightly risk-controlled environment. Its flagship product - the Wholesale Global Equity Enhanced Indexed fund is unhedged to currency movements but a fully-hedged version of the same fund is also available and investors have the opportunity ...

Morningstar awards moderate three-star rating for IOOF's international equities

... available. The company's investment objective is to outperform the MCSI World (ex-Australia) Accumulation Index in $A (unhedged) by three per cent per annum over a rolling three-year period, on a pre-fee basis. Morningstar has also said however that ...

Investors more confident in international markets: InTech

... fully-hedged basis in the June quarter, according to the most recent review of sector funds by InTech. But even on an unhedged basis, international shares delivered a return of 5.5% in the quarter, broadly in line with the 5.9% return from the local ...

Growth funds record highest returns (5.8%) since December 2001: InTech survey

... the financial year to date return to -8.2%. InTech highlighted that the rising Australian dollar had halved returns to unhedged investors, with the unhedged returns for the year at -17.5%. Listed property, said InTech, was the best performing sector ...

Value managers maintain their edge as markets fall: InTech

... experience a positive return (up 2.7%) but the 8% gain in sterling against the Australian dollar dominated the return to unhedged investors. Macquarie was the second best international shares manager (-3.3%), followed by Merill Lynch (-3.9%), Sagitta ...

Super fund returns at lowest since 1987: InTech

... went backwards in February, and the Australian dollar's continued rally against the US dollar added to the losses to unhedged investors. The median manager in the InTech growth universe returned -2.9% for February. "The continuing geopolitical and economic ...