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Showing 211 - 220 of 6777 results for "Benchmark"

NZ Super recognised for two decades of outperformance

JAMIE WILLIAMSON  |  TUESDAY, 6 MAY 2025
... Jo Townsend said. "In addition, our active investment strategies have also outperformed both our Reference Portfolio benchmark and our long-term performance expectations." Maintaining long-term, growth-oriented investment strategies through multiple ...

The top Australian small-cap fund, year after year

ANDREW MCKEAN  |  FRIDAY, 2 MAY 2025
The Ophir Opportunities Fund has outperformed every rival in its category, topping the Australian small-cap fund rankings across all timeframes, according to the latest Mercer investment survey. The fund has returned 39.6% over one year besting the ...

Vado Private announces senior hire

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
Vado Private, the private credit provider, has recruited a funds management lead as demand for private corporate loans soars. Mark Zukerman has been appointed to the newly created position and will join the investment committee, ensuring the private ...

MFS expands Australian offering with contrarian strategy

ELIZA BAVIN  |  TUESDAY, 29 APR 2025
... fundamentals. MFS said the strategy generally selects between 30 and 60 securities that are sector and region agnostic and benchmark unconstrained. "Each security is screened for value and critically, for change, which is arguably more difficult to measure ...

Pinnacle affiliate launches offshore version of smaller companies fund

ANDREW MCKEAN  |  WEDNESDAY, 23 APR 2025
... 2022, the Australian unit trust version of the fund has returned 18.7% per annum after fees (in AUD), outperforming the benchmark by 6.9% annually to April 15. The firm has also opened a London office, "a natural extension" of its global strategy, according ...

MSCI, Moody's launch private credit risk tool

KARREN VERGARA  |  TUESDAY, 22 APR 2025
... facility level. "As the private credit market evolves, investors are looking for trusted independent assessments to help benchmark credit risk and inform investments and monitor portfolios," Moody's chief executive Rob Fauber said. "Our partnership ...

Mantis to distribute new micro cap offering

JAMIE WILLIAMSON  |  THURSDAY, 17 APR 2025
... Investors Micro Cap Fund to wholesale investors, offering access to quality ASX-listed micro caps via a long only and benchmark unaware strategy. It invests exclusively in companies with a market capitalisation of less than $750 million. Balmoral Investors ...

ClearBridge launches three active ETFs

KARREN VERGARA  |  TUESDAY, 15 APR 2025
... US, UK, Japan, Germany, France, Italy and Canada. It aims to provide regular and stable income and to outperform the benchmark, being an accumulation index comprising the OECD G7 Inflation Index plus 5.5% per annum. ClearBridge head of APAC business ...

Acadian AM launches EM equity fund

MATTHEW WAI  |  TUESDAY, 15 APR 2025
... contributing small amounts to the total return over time, the strategy is designed to generate incremental returns above the benchmark while reducing active risk." Director of wholesale markets Mark Mukundan said the fund will provide access to a large ...

GSFM, Munro branch out to New Zealand

KARREN VERGARA  |  MONDAY, 14 APR 2025
... to seven-year period. Having launched in 2021, the Munro Climate Change Leaders Fund has returned 60% p.a. while its benchmark achieved 48% p.a. In the year to February it made 29% p.a. while the benchmark returned 21% p.a. Some of the top holdings are ...