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Showing 211 - 220 of 426 results for "Separately managed account"

US core property on insto agenda

DARREN SNYDER  |  MONDAY, 7 NOV 2016
... exposure to the Australian markets," he said. US-based Metten, who runs both an open-ended core fund and a separately managed account for insto clients globally, said the US core property market is in healthy shape. He said Australian investors often ...

Macquarie Wrap continues growth trend

JAMIE WILLIAMSON  |  WEDNESDAY, 2 NOV 2016
Macquarie has added 54 managed funds and 20 separately managed accounts to its wrap platform in the last 12 months. The additions reaffirm Macquarie's commitment to delivering a broad range of flexible investment options with the Macquarie Wrap now ...

Watershed SMA makes the right calls

MICHELLE BALTAZAR  |  SUNDAY, 11 SEP 2016
... which lost 2.48%, giving outperformance of 9.34%. In its July monthly report, the group's international separately managed account (SMA) showed it outperformed its benchmark in every quarter. The SMA aims to outperform the MSCI World Index (AUD) over ...

Powerwrap launches SMA service

MARK SMITH  |  THURSDAY, 8 SEP 2016
Platform provider Powerwrap has launched a separately managed account (SMA) offering, designed to provide advisers and clients with improved investment opportunities by allowing managers to be more responsive to market conditions in real-time. The new ...

Mason Stevens delivers new SMA offering

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
Mason Stevens has introduced a retail Australian fixed income separately managed account. The Mason Stevens Fixed Income SMA, which requires a minimum investment of $100,000, was developed in response to increased demand from advisers for direct access ...

CFS wins bid to host new SMA solution

JAMIE WILLIAMSON  |  MONDAY, 5 SEP 2016
Colonial First State (CFS) has won the tender process to host a new Separately Managed Account (SMA) offer. Atrium Investment Management and CFS will team up to deliver Atrium's new SMA service via its wrap platform. CFS executive general manager Linda ...

Managed accounts to disrupt fund businesses to the tune of $60bn

MICHELLE BALTAZAR  |  THURSDAY, 25 AUG 2016
The managed accounts industry is tipped to hit $60 billion by 2020, heavily disrupting traditional asset manager business models and driving the growth of financial advice groups, according to Morgan Stanley Research. In an extensive 75-page broker ...

DNR Capital fund scores 'Recommended' rating

KERRIE SYDEE  |  MONDAY, 15 AUG 2016
Zenith has awarded the DNR Capital High Conviction Australian Equities Fund a 'Recommended' rating, twelve months after the fund was launched. The fund is based on the DNR Capital Australian Equities High Conviction strategy that was previously only ...

Shaw and Partners joins forces with Praemium

ALEX BURKE  |  THURSDAY, 4 AUG 2016
... managed account solution for clients. The solution consists of two investment model portfolios under a separately managed account (SMA) structure. One allocates exclusively to Australian equities and the other comprises ASX-listed debt and preference ...

MLC adds to SMA suite

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
MLC has added the Antares Ex-20 Australian Equities Separately Managed Account (SMA) portfolio to the MLC Wrap and MLC Navigator platforms. The Antares Ex-20 Australia Equities SMA portfolio is an actively managed, highly-concentrated portfolio of Australian ...