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Showing 221 - 230 of 311 results for "Unit trust"

Plan For Life predicts retail managed fund growth

LINDA HAUSKEN  |  FRIDAY, 18 MAY 2012
Plan For Life's recent forecast of the Australian managed funds market sees retail funds growing $425.9bn by the end of 2021. Retail funds, which had $511.1bn in funds under management at 31 December 2011, are tipped to grow to $937bn by 2021, including ...

GMO shuts Aus equities

MELANIE TIMBRELL  |  TUESDAY, 10 APR 2012
Boston-based fund manager GMO has shut down its Australian equities strategy. Despite confirming the closure, the fund manager is giving no further comment at this stage on the rationale behind the decision. Rainmaker research puts funds under management ...

Franklin Templeton launches Australian equity fund

RACHEL DAVIS  |  MONDAY, 7 NOV 2011
... Australia. "This is the first time Australian investors will be able to access Balanced Equity Management's expertise via a unit trust. We will work with research houses and consultants to gain ratings and seek platform additions for the fund." Andrew ...

Aberdeen adds to Australian fixed income team

CLAIRE MCGREAL  |  TUESDAY, 1 NOV 2011
Aberdeen Asset Management has made two new senior appointments to its Australian fixed income team. John Manning joins as investment manager and senior credit analyst from Royal Bank of Scotland where he was director of credit strategy for Australia ...

New emerging markets fund earns super mandates

MATT WOODINGTON  |  MONDAY, 26 SEP 2011
... institutional investors and has secured cornerstone investments from Intrust Super and Energy Super. The Australian-domiciled unit trust opens with around $100 million in funds under management, including $35 million from Intrust Super. Intrust Super's ...

SMAs drive interest into concentrated Australian equity funds

ALISON BEVEGE  |  FRIDAY, 2 SEP 2011
... SMAs as well-diversified portfolios are not as economically viable for smaller investors and are better suited to a unit trust product," he said. Two concentrated Australian equity funds made the top grade while three were downgraded in Lonsec's latest ...

SMA managers raise standards

MATT WOODINGTON  |  MONDAY, 29 AUG 2011
... namely tracking error and relative performance risk between the SMA product on the platforms and the managers internal/unit trust equivalent has declined," said Rodney Lay, analyst, S&P. The SMA sector is centred around concentrated, low turnover portfolios ...

Clime gains three-star rating for Aus equities fund

ALISON BEVEGE  |  FRIDAY, 19 AUG 2011
... lead fund manager John Abernethy as an experienced and capable investor. A team of four analysts manage the unlisted unit trust alongside Abernethy. It has a flexible mandate allowing it to hold up to 25% in hybrid securities and up to 100% in cash. ...

Mason Stevens signs dealer group MAs

ELISE BURGESS  |  WEDNESDAY, 23 MAR 2011
Managed accounts provider Mason Stevens has signed 12 dealer groups to its services, joining the fray of MA providers that are proving popular among financial advisers. Currently, there is an enormous amount of interest in managed accounts from right ...

Ratings houses silent on Japan fund fallout

ALISON BEVEGE  |  WEDNESDAY, 16 MAR 2011
Research houses Morningstar, Lonsec and Standard and Poor's say it is too early to tell what the fallout from the Japan earthquake disaster will be on the superannuation industry. Financial markets have been roiled, affecting super fund investments. ...