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Showing 231 - 240 of 6725 results for "Benchmark"

AustralianSuper updates deceased members' investments

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... Global Aggregate 1-5 Year Total Return Index hedged to AUD and Bloomberg AusBond Composite 0-5 Years Index. The change in benchmark increases the potential returns of the option over the medium term of five to 20 years due to the addition of longer maturity ...

'Challenging period' for active managers

ELIZA BAVIN  |  WEDNESDAY, 9 OCT 2024
... represented across all the half-year statistics, a similar figure (64%) of individual funds underperformed their assigned benchmark. "Accompanied by the outperformance of the very largest companies, the first half of 2024 proved to be a particularly ...

Under the hood of a top global fundie

ANDREW MCKEAN  |  THURSDAY, 3 OCT 2024
... five-year rolling period since inception. Even more impressively, when adding a criterion of being 20% less volatile than benchmark and generating excess return in all major drawdowns over the past decade, the US$160 billion manager's core strategies ...

PineBridge brings flagship lifecycle fund down under

MATTHEW WAI  |  MONDAY, 30 SEP 2024
... investors' core global equity appetite via a differentiated lifecycle, high conviction approach, combined with disciplined benchmark aware risk management," Grobler said. The fund uses tools to identify mispricing opportunities in "high quality" ...

Schroders launches high yield credit strategy

MATTHEW WAI  |  FRIDAY, 27 SEP 2024
Schroders is providing retail investors with access to the local wholesale high yielding credit universe via a new fund. The Schroder Australian High Yielding Credit Fund, which has been an allocation within Schroders fixed income and multi-asset strategies ...

Rapid growth in super sector poses risk to financial stability: RBA

ELIZA BAVIN  |  FRIDAY, 27 SEP 2024
Significant growth of the superannuation sector has set off alarm bells for the Reserve Bank of Australia (RBA). In the RBA's September Financial Stability Review, it said the super sector's growth and connections to Australian banks has increased its ...

Global X launches latest global equity ETF

MATTHEW WAI  |  THURSDAY, 26 SEP 2024
... opportunities with valuation and quality considerations." "The S&P World Ex-Australia GARP Index serves as an innovative benchmark, providing market participants with a unique opportunity to assess the performance of growth companies with high-quality ...

Boutique investment manager hits the market

ANDREW MCKEAN  |  TUESDAY, 24 SEP 2024
... Global Select Wealth Creators equity strategy, which has returned 37.9% since its launch in May 2023, outperforming its benchmark by 11.68%; and the Emerging Australian Wealth Creators Fund, a small and mid-cap strategy which has gained 8.94% since its ...

Growth of SMSFs, Div 296 opportunity for advisers

MATTHEW WAI  |  WEDNESDAY, 18 SEP 2024
... financial advisers and demonstrates the potentially detrimental effect of the proposed Division 296 tax. The 2024 Annual Benchmark Report dives into potential tax liability for Class members if the legislation passes, which could incur an additional ...

Investment boutique calls time after seven years

JAMIE WILLIAMSON  |  TUESDAY, 17 SEP 2024
Wheelhouse Investment Partners is closing its doors, having decided it's no longer financially sustainable to continue operating its funds. Wheelhouse Investment Partners was founded in May 2017 as a specialist income manager by Alastair MacLeod ...