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| | | ... investment products over actively managed investments, and flows have favoured 'growth-style' funds, which tend to generate strong relative performance in these bull markets," he said. "We believe this growth-style of investing could be challenged ... |
| | | | ... range of funds that invest in listed equities mostly performed well on absolute and relative bases however, failed to generate significant performance fees as they entered into FY24 "significantly behind their respective high-watermarks". It added that ... |
| | | | ... also sold its remaining non-real estate managed fund, 360 Capital CardioScan Trust, including its 53.6% co-investment to generate $3.7 million in gains. 360 Capital chief executive James Storey said the group is "now a sustainable business that is not ... |
| | | | ... flows, and leading market positions in recession-resilient industries such as healthcare and software. "The fund aims to generate income through exposure to a portfolio of high-quality assets. It offers monthly applications and redemptions and is expected ... |
| | | | ... world of super, you'd think of them as not-for-profit or for-purpose organisations. But in super, their purpose is to generate profits solely to return them to their fund members. "That member-service ethos is reflected in the equal representation model." ... |
| | | | Magellan Financial Group will take a stake in Vinva Investment Management, as it reports an increase in profits and stabilised outflows - but it says there's still work to be done. Magellan has announced it is acquiring 29.5% of Vinva Investment ... |
| | | | A mixture of inflows and market rally helped boost Netwealth's funds under advice (FUA), jumping 25.2% to $88 billion in the year to June. The growth comprised net inflows of $11.2 billion and market movement of $6.5 billion, buoyed by the 143,251 ... |
| | | | The Association of Superannuation Funds of Australia (ASFA) is proposing to increase support for low-income earners by redistributing the revenue generated from the government's planned additional taxation on superannuation balances above $3 million ... |
| | | | ... with opportunities to share our expertise and insights with clients and investors, as they rethink their portfolios to generate returns. "We are uniquely positioned to accelerate our momentum in this part of the world, and I'm confident Tomoko will ... |
| | | | ... let's call it to ~30% probability - it is not our base case, and the key difference is that some of the key aspects that generate recession outcomes are not currently evident." Toohey said while the bulk of the sell-off is potentially over, until some ... |
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