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Showing 221 - 230 of 12668 results for "Portfolio"

Spheria launches active ETF for small caps fund

MATTHEW WAI  |  TUESDAY, 14 APR 2026
... decade horizon the fund returned 8.5% per annum (after fees), outperforming the index by 2.2% over the same period. The portfolio typically consists of about 50 ASX smaller companies that generate "predictable free cash flows", constructed with the firm's ...

UK's Nest to invest $860m in private companies

JAMIE WILLIAMSON  |  TUESDAY, 14 APR 2026
... quality and strong track record across market cycles make them a trusted partner as we continue to build and diversify our portfolio." Meantime, Crescent Capital said it is delighted to have been picked by Nest for the mandate. "This partnership reflects ...

CFS awards $370m mandate

KARREN VERGARA  |  TUESDAY, 14 APR 2026
... logistics. "This partnership with Morrison aligns with our objective of building a resilient, diversified infrastructure portfolio. It reflects our continued focus on high-quality, actively managed investments that deliver strong risk-adjusted returns ...

Foreign resident CGT rules up for consultation

KARREN VERGARA  |  MONDAY, 13 APR 2026
... Strengthening the Foreign Resident CGT Regime explanatory documents state. IARPI is set to be defined to be as a non-portfolio membership interest held by an entity in another entity that passes the principal asset test (PAT) at the point-in-time of ...

Former super fund chief to steer new fund manager

JAMIE WILLIAMSON  |  FRIDAY, 10 APR 2026
... decade at GESB, most of which he spent as chief executive. He also worked in its investment team, overseeing the global portfolio and private equity investments. Earlier in his career, Palmer worked for Schroders, including as head of portfolio management ...

Five promoted at Frontier Advisors

JAMIE WILLIAMSON  |  THURSDAY, 9 APR 2026
... has been with Frontier for two years and previously worked as an investment analyst at Aviva. He works on Frontier's portfolio holdings disclosure insights. Kiryll Prakapenka is now a consultant. He is a former financial content writer, podcaster and ...

Super Consumers Australia raises concerns over Treasury reforms

RIDDHIMA TALWANI  |  THURSDAY, 9 APR 2026
... alone, including where losses are assessed across individual products rather than by reference to the consumer's overall portfolio position." Treasury poses a key policy question of if the 'but for' approach needs to be changed and if so, how to balance ...

Macquarie-backed IDA sets up $150m credit warehouse

RIDDHIMA TALWANI  |  THURSDAY, 9 APR 2026
... enhance the underlying quality and architecture of products for private wholesale investment clients by enabling optimised portfolio construction and diversification. "Securing support from another global financial institution demonstrates the strength ...

Charter Hall secures $1.2bn mandate

ELIZA BAVIN  |  THURSDAY, 9 APR 2026
... Charter Hall's cross-sector expertise and scale across Australia's core real estate sectors." While the details of the portfolio are confidential, Charter Hall has several large institutional clients, including super funds. In December 2024, Hostplus ...

Merchant pledges long-term commitment to Australia with new hires

MATTHEW WAI  |  THURSDAY, 9 APR 2026
Merchant Australia, a subsidiary of Merchant Investment Management (MIM), has welcomed two executives to focus on its growth domestically, with both joining chief operating officer and principal Rebecca Wells. Jamie Melville has joined as managing director ...