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Showing 211 - 220 of 6725 results for "Benchmark"

Morningstar hires research manager for super

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
Morningstar Australasia has recruited a manager to lead its superannuation research coverage on local asset owners. William Anglingdarma will support Morningstar's strategy to provide comprehensive superannuation fund ratings on fund fees, features ...

New investment fund to drive gender equality

MATTHEW WAI  |  THURSDAY, 5 DEC 2024
Future Generation has launched a first-of-its-kind investment fund, dubbed Future Generation Women, investing in companies with prominent gender-diverse leadership, equitable pay, and policies that support the advancement of women. Minderoo has committed ...

Trustees, advisers have 'insufficient focus' on performance

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... particular option should be made available or recommended to members. Nor did we seek to provide a prescriptive measure or benchmark for underperformance," Kirkland said. "We appreciate that performance can fluctuate over time and not all instances of ...

Inconsistencies abound in Future Fund mandate change: Deloitte

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2024
... national priorities - the energy transition, residential housing, and infrastructure. In doing so, it retained the same benchmark return and risk profile. Since its inception in 2006, the Future Fund has generated an average annual return of 7.7% and ...

CFS awards equity, infrastructure mandates

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
... also not disclosed. In the year to September, the Platypus Australian Equities Fund returned 36.1%, outperforming the benchmark by 14.5%. over five years, it returned 10.7% p.a. and outperforming the benchmark by 2.37% p.a. Separately, the newly released ...

Super funds set renewables targets

ELIZA BAVIN  |  MONDAY, 25 NOV 2024
The Association of Superannuation Funds of Australia (ASFA) has welcomed the decision at a recent Treasury investor roundtable to progress work towards encouraging greater investment in Australia's renewables transition. The roundtable was for the Net ...

Top advisers champions in two key areas: Iress

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
... software platform were quicker at producing every type of advice document measured in the Index survey. Compared to the benchmark, the top performing advice practices were 45% faster at producing basic SOAs, 48% faster at producing complex SOAs, 60% ...

GQG's FUM pulls back, breaks six-month streak

ANDREW MCKEAN  |  FRIDAY, 8 NOV 2024
... now sits at US$61.7 billion. GQG's International Equity strategy has delivered 17.1% year-to-date, compared to its benchmark - MSCI ACWI ex USA - at 14.2%. Since its inception in December 2014, the strategy has returned 10.7%, nearly double the benchmark. ...

Fed cuts rates as Powell is questioned on Trump win

ELIZA BAVIN  |  FRIDAY, 8 NOV 2024
... returning to the White House. The Fed continued its policy easing cycle with a 25 basis point rate cut, lowering the benchmark rate to 4.50%-4.75%. Powell noted that the election will have no impact on policy decisions, but he did acknowledge that there ...

Warakirri terminates Flinders fund

MATTHEW WAI  |  THURSDAY, 31 OCT 2024
... launched in September 2015 and only has about $105 million in funds under management. It consistently underperformed the benchmark. Since inception, it has returned 7.9% per annum while its benchmark, the S&P/ASX Small Ordinaries Accumulation Index ...