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Showing 241 - 250 of 5014 results for "fees"

Loftus Peak to launch hedged Global Disruption active ETF

JAMIE WILLIAMSON  |  FRIDAY, 29 AUG 2025
... The ETF is a currency hedged version of its existing Loftus Peak Global Disruption Active ETF, which returned 27.56% net of fees in the year to July end. It will be listed on the ASX and will also be available as a managed fund on some platforms. The ...

Trust key to client satisfaction in advice: Report

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
... filled overnight; it's built over time," Morris said. "And that also does piece with having transparent and easy-to-understand fees. This was where we saw the biggest difference. "These two elements came through quite strongly to complement the five ...

Platinum banks on merger positives amid dismal FY25 result

JAMIE WILLIAMSON  |  THURSDAY, 28 AUG 2025
... statutory net profit before tax was down more than 60% to $27.5 million. Platinum said it earned "negligible" performance fees for the year. In the year, Platinum saw retail net outflows of $3.16 billion and net institutional outflows of $2.38 billion. ...

Montgomery to distribute digital assets fund

JAMIE WILLIAMSON  |  WEDNESDAY, 27 AUG 2025
... relative to Bitcoin's returns. Since launching in May 2021, the Digital Income Class has delivered 22.72% per annum net of fees, achieving 50 positive months out of 51, Montgomery said. Montgomery said the fund stands out as an opportunity for investors ...

Revolution private credit trust to launch on ASX

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
... 536 basis points. The average credit rating of the portfolio is BB+. REV targets a return of RBA cash rate + 4% p.a. net of fees. It charges a 0.95% management fee and no performance fees. Equity Trustees acts as the responsible entity. "The trust represents ...

ATO bares teeth at dentists pushing early super access

JAMIE WILLIAMSON  |  TUESDAY, 26 AUG 2025
... practitioners encouraging or advising patients to access their super to pay for health treatments without an AFSL. Some are charging fees to assist patients with submitting their hardship applications to the ATO without being a registered tax agent ...

Liquidity issues hurting Healthbridge Capital investors

KARREN VERGARA  |  FRIDAY, 22 AUG 2025
... doubt over this. According to its 2024 annual report, the fund invests in health service businesses and made 9% p.a. net of fees. At the time, directors flagged concerns around the fund's liquidity and that it was not sustainable. They recommended a ...

Anti-hawking exemption for advisers a 'silly carve out': SCA

MATTHEW WAI  |  THURSDAY, 21 AUG 2025
... facilitate and engage in misleading conduct. They also tend to add no value to consumers, erode super balances due to exorbitant fees, and jeopardise people's life savings. SCA is urging the federal government to prohibit unfair trading practices economy-wide ...

ASIC warns of 'sharp rise' in financial misconduct

MATTHEW WAI  |  THURSDAY, 21 AUG 2025
... dementia across multiple investment documents. The client did not fully understand the documents signed, which contained high fees. About 40% of reports were in relation to unregistered managed investment schemes or financial services being provided ...

Only half of advice practices report positive earnings: Investment Trends

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
... in earnings - the lowest level in a decade. To be profitable, success is underpinned by three key levers: higher ongoing fees, leaner cost structures, and greater use of managed accounts to deliver scale and consistency, Investment Trends said. Further ...