Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 231 - 240 of 379 results for "Equity Portfolio"

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 ...

Lonsec expects growth in smart beta ETFs

MARK SMITH  |  WEDNESDAY, 5 JUN 2013
Investment research house Lonsec believes Australia can expect the market for exchange traded funds (ETFs) tracking 'smart beta' or non-traditional indices to grow in popularity as a focus on risk since the global financial crisis has resulted in greater ...

Aussie equity investors urged to buy overseas

MARK SMITH  |  WEDNESDAY, 22 MAY 2013
... Irish adds that where a company derives its returns is far more important than where it is domiciled. His global equity portfolio, for instance has a 25% invested in European companies. "We look to invest in the best companies in the world and don't ...

NZ Super offloads mining shares on RE concerns

LAURA MILLAN  |  TUESDAY, 14 MAY 2013
... held shares worth NZ$1,826,470 in Barrick Gold Corporation and NZ$78,824 in African Barrick Gold in its global equity portfolio. The superannuation fund has now sold all the shares. The fund saw Barrick's activities as inconsistent with the human rights ...

Apostle Dundas Global Equity wins van Eyk mandate

MARK SMITH  |  MONDAY, 6 MAY 2013
The van Eyk Blueprint Series of multi-manager funds has awarded a mandate to Dundas Global Investors (DGI) through its investment in the Apostle Dundas Global Equity fund. Apostle Asset Management, DGI's partner in Australia, did not specify the size ...