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Showing 231 - 240 of 383 results for "Equity Portfolio"

Dundas wins $240m super fund mandate

MARK SMITH  |  TUESDAY, 14 JAN 2014
Dundas Partners has been awarded a $240 million mandate by an unnamed large Australian superannuation fund. Dundas is the investment manager behind the Apostle Dundas Global Equity Fund, which was opened to Australian investors in September 2012 and ...

Peters MacGregor Global Fund added to netwealth platform

MARK SMITH  |  FRIDAY, 29 NOV 2013
The Peters MacGregor Global Fund, a high conviction, bottom up and deep value global equity manager, has been added to the Netwealth platform. Founded in 1999, Peters MacGregor is a Sydney based boutique investment manager that specializes in building ...

Demographic megatrends drive earnings well into the future

MARK SMITH  |  FRIDAY, 23 AUG 2013
... with lower beta and plenty of active risk. It's experienced lower levels of volatility than the average global equity portfolio.

Aussie investors should have 90% of equity portfolio overseas

MARK SMITH  |  WEDNESDAY, 21 AUG 2013
While Australian investors now recognise they must broaden their horizons beyond domestic equities to take advantage of the growth opportunities available across the globe, favoured destinations like China and other South East Asian economies will not ...

Mason Stevens opens top Magellan fund to managed accounts

MARK SMITH  |  WEDNESDAY, 21 AUG 2013
Mason Stevens has launched the Magellan Global Equity Model Portfolio as a managed account. The portfolio is sub-advised by the Magellan investment team and mirrors the successful Magellan Global Fund, which has returned 39% to investors over the 12 ...

State Street wins $780m LGS mandate

JAMES FERNYHOUGH  |  MONDAY, 22 JUL 2013
State Street Global Advisors (SSgA) has won a $780 million active Australian equities mandate from Local Government Super (LGS). LGS chief investment officer Craig Turnbull said the mandate reflects a move towards more active risk in the portfolio. ...

SMSFs urged to consider transparent alternatives to managed funds

JAMES FERNYHOUGH  |  WEDNESDAY, 10 JUL 2013
Self-managed superannuation fund (SMSF) investors wanting to delegate management, but also wanting to keep tabs on their investments, are being urged to consider separately managed accounts (SMAs) and managed discretionary accounts (MDAs). SMSF solution ...

State Street exec jumps ship to Citi

JAMES FERNYHOUGH  |  WEDNESDAY, 3 JUL 2013
Citi has appointed State Street vice president, portfolio solutions, Sandeep Gurkhi as its new vice president, transition management and pension services. Gurkhi will be responsible for the management of portfolio transitions, derivative overlays, currency ...

Former Deutsche PM joins 90 West

MARK SMITH  |  WEDNESDAY, 26 JUN 2013
Former Deutsche Asset Management portfolio manager Daniel Sullivan has joined the 90 West Global Natural Resources Fund. Sullivan, who has 21 years experience in the investment management industry, joined the company in May as a senior investment analyst. ...

Hunter Hall founder targets instos and SMSFs

MARK SMITH  |  MONDAY, 24 JUN 2013
Parker Asset Management has re-launched in Australia as Altair Asset Management to reflect a broadening of its business beyond family office and private wealth investment to include institutional and retail clients. Philip Parker, who co-founded Hunter ...