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Showing 201 - 210 of 704 results for "Neutral"

The secret to neutralising sequencing risk

ALLY SELBY  |  TUESDAY, 16 JUN 2020
A Melbourne-based investment management firm says the key to avoiding sequencing risk is to build an "all weather" portfolio. Absolute-return fund Cor Capital said pre-retirees and retirees in particular need to pay attention to sequencing risk to avoid ...

Plato fund to shutter

KANIKA SOOD  |  TUESDAY, 2 JUN 2020
... strategy meanwhile. Plato has three other strategies: Australian shares income, global shares income and global market neutral.

The future is fast arriving: BlackRock

ALLY SELBY  |  WEDNESDAY, 27 MAY 2020
... Treasury inflation-protected securities in strategic portfolios over developed market government bonds, however it is neutral on these over the next 12 months. However, the think-tank does like Chinese government bonds. "They offer higher expected returns ...

Pendal awards registry mandate

KANIKA SOOD  |  MONDAY, 18 MAY 2020
... recent registry change, Regal Funds Management notified investors in four funds (Atlantic Absolute Return, Tasman Market Neutral, Small Companies and Long Short Equity) that it was changing its registry provider from HSBC Fund Services to Boardroom Pty ...

Morningstar downgrades two Vanguard funds to neutral

KANIKA SOOD  |  WEDNESDAY, 13 MAY 2020
... Shares Fund and the $2 billion Vanguard High Yield Australian Shares Fund were moved to a Morningstar analyst rating of neutral yesterday. The first fund, which has been running since 1998, tracks the S&P/ASX 300 Index and over five and 10 years to March ...

Fundamentals return to the forefront in EM

ELIZA BAVIN  |  TUESDAY, 12 MAY 2020
... rates appear attractively valued when analysed against developed markets and on an inflation-adjusted basis. "We remain neutral on EM sovereign credit, a sector offering historically compelling valuations, but where many issuers are confronting a challenging ...

Aussie equities winners, losers revealed

ALLY SELBY  |  WEDNESDAY, 29 APR 2020
... BlackRock Advantage Australian Equity Fund (from bronze to silver), CFS (now First Sentier Investors) Equity Income (from neutral to bronze), Fidelity Future Leaders (from silver to gold), Platypus Australian Equities (from neutral to bronze). Downgraded ...

BlackRock turns optimistic on credit

KANIKA SOOD  |  TUESDAY, 28 APR 2020
... modest overweight. BlackRock's latest six to 12 month tactical views on major global asset classes (in USD terms) are now neutral for all global asset classes (equities, government bonds and cash) except credit, which it upgraded in April. "We are mostly ...

Future Fund falls 3.4% in March quarter

KANIKA SOOD  |  MONDAY, 27 APR 2020
... rates, options -- that added a lot of value and the hedge fund program was broadly flat. It's designed to be a market neutral strategy. There were a few defensive funds in there for exactly that purpose and they did perform as expected but broadly ...

Melbourne hedge fund quietly folds

KANIKA SOOD  |  FRIDAY, 24 APR 2020
... division and backed by a family office is currently in the process of winding up. Qato Capital had three funds, in market neutral, long/short fund, and active share style. It was backed by single family office Larkfield Funds Management. It won a couple ...