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Showing 221 - 230 of 10254 results for "Index"

Passive strategies show 'higher survivorship' over active: Morningstar

RIDDHIMA TALWANI  |  FRIDAY, 14 NOV 2025
... stocks. This contributed to a decline in 10-year trailing success rates of fund managers across most categories. ASX large-cap index represented the biggest category within the study, with 94 strategies maintaining a continuous track record over the ...

Lazard AM opens flagship global equity fund to local investors

MATTHEW WAI  |  FRIDAY, 14 NOV 2025
... perspectives from a network of fundamental investors. It is distributed annually and tracks the MSCI World Ex Australia NR AUD index. It currently contains $40.6 million in net asset value and is priced at $5.61 per share. Requiring a minimum investment ...

Global X to launch Japan TOPIX 100 ETF

MATTHEW WAI  |  WEDNESDAY, 12 NOV 2025
... highlighted that Global X has applied for units in the ETF to be quoted on the ASX which tracks the TOPIX 100 Total Return Index. It will be distributed semi-annually and will charge 0.40% p.a. in management fees once launched. Investors have also been ...

Mercer Investments shutters four options

KARREN VERGARA  |  WEDNESDAY, 12 NOV 2025
... Ophir, Perennial, Pengana, UBS and Wilson Asset Management. Two months after announcing it will shut its flagship fund, the Index Unaware Fund, Touchstone Asset Management folded. Touchstone had more than $1 billion invested in Australian equities on ...

Perennial snaps up 50% of Balmoral, hands over microcap mandate

RIDDHIMA TALWANI  |  TUESDAY, 11 NOV 2025
... capitalisation of small companies rising significantly since 2017 when the fund first started, with an increased focus on index inclusion. "As such we believe that this dedicated microcap arrangement will deliver the best results for our clients in this ...

Milford launches two products in response to adviser demand

MATTHEW WAI  |  MONDAY, 10 NOV 2025
... over three years. The fund, charging a management fee of 0.52%, is benchmarked against the Bloomberg AusBond Credit 0+ Yr Index and is managed by portfolio manager Anthony Ip and deputy chief investment officer Paul Morris. Commenting, Milford Australia ...

Prime Super fined over tobacco exclusion claims

JAMIE WILLIAMSON  |  THURSDAY, 6 NOV 2025
... its international fixed income portfolios, being 0.2% of the fund's investment in the BlackRock iShares Global Bond Index Fund. As at May 2025, the holdings were valued at about $570,000. Prime Super self-reported the misleading statements and has ...

Damian Graham jumps to Challenger

ELIZA BAVIN  |  WEDNESDAY, 5 NOV 2025
... members, the fund said. To help fund the annuity and manage the investment transition, Aware Super invested in Challenger's Index Plus strategy, in what was said to be the largest annuity buy-in to date in Australia.

Paradice lists mid cap strategy as ETF

ANGELIQUE MINAS  |  WEDNESDAY, 5 NOV 2025
... quality, fastest-growing companies on the ASX," he said. "Over the past three, five and 10 years, the S&P/ASX Mid Cap 50 Index has been the strongest-performing part of the Australian equity market on a median rolling returns basis - consistently outperforming ...

US equities not performing as well as they seem: UniSuper

ELIZA BAVIN  |  TUESDAY, 4 NOV 2025
... companies, while there's been a range of smaller companies that have been weak. "... if you look at the equal weight index, which weights each company equally, that index was actually down more than 1%. So, the whole market was up - and up quite ...