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Showing 251 - 260 of 10191 results for "Index"

Uncertainty propels investors towards active managers

MATTHEW WAI  |  WEDNESDAY, 25 JUN 2025
... conviction in reducing concentration risk and diversifying away from US mega caps, as 80% identified the S&P 500 as the index giving investors the greatest cause for concern about market concentration. Schroders Australia chief executive and chief investment ...

Super a 'taxpayer subsidised inheritance scheme': Grattan

ELIZA BAVIN  |  TUESDAY, 24 JUN 2025
... that's going to someone who's already got enough for a comfortable retirement. "If you reduce it to $2 million, you could index it straight away, and then you've set up the policy for the long term. Then we don't have to have a recurring debate about ...

Global X scales higher on the ETF issuer podium

ANDREW MCKEAN  |  MONDAY, 23 JUN 2025
... Zaika said. "This has helped boost Global X's AUM to grow to more than $10 billion, as more investors turn to lower-cost index investments to build wealth." Zaika noted the $10 billion milestone was achieved in under three years since entering the local ...

Airlie calls time on Concentrated Share Fund

KARREN VERGARA  |  FRIDAY, 20 JUN 2025
... Australian-listed companies and was available to wholesale investors only. The fund is benchmarked to the S&P/ASX 300 Accumulation Index and carries a management fee of 0.95% per annum. It required a minimum investment of $500,000. Matt Williams is the ...

Equity Trustees rapped over the knuckles by ASIC

JAMIE WILLIAMSON  |  THURSDAY, 19 JUN 2025
... Australian Postal Corporation, and TCorp. The fund aims to provide returns above the Bloomberg AusBond Composite 0-5 Yr Index across all interest rate cycles. Since inception, it's achieved a net return of 2.60% against the benchmark's 1.38%, as at May ...

En garde: New fund eyes Vanguard, Betashares' turf

ANDREW MCKEAN  |  THURSDAY, 19 JUN 2025
... change or abandon them entirely. The development comes as Vanguard celebrates a major milestone for its Australian Shares Index ETF (ASX: VAS). The largest ETF in Australia, the fund surpassed $20 billion in funds under management at May end; in January ...

Investor optimism premature, fund flows in firing line

KARREN VERGARA  |  WEDNESDAY, 18 JUN 2025
... pose downside risks to sentiment." Total shareholder returns for most ASX-listed asset managers have lagged the S&P/ASX 200 Index since 2022, when interest rates began rising from historic lows. For shares to gain momentum, Ler said lasting improvements ...

Boutiques wield independence, specialisation over larger managers: Research

KARREN VERGARA  |  TUESDAY, 17 JUN 2025
... French (2015) five-factor model and by 0.82% p.a. and 0.56% p.a. on a gross and net-of-fee basis respectively when we use an index model," he said. Commenting on the latest findings, global network the Group of Boutique Asset Managers (GBAM) chair Tim ...

Super tax requires a 'holistic' review: ASA

MATTHEW WAI  |  FRIDAY, 13 JUN 2025
The Australian Shareholders' Association (ASA) is urging the federal government to reconsider the proposed terms on the Division 296 superannuation tax. The super tax has received mixed opinions since its announcement, but the Labor government has insisted ...

Fidelity International launches first global equity SMA

ANDREW MCKEAN  |  WEDNESDAY, 11 JUN 2025
... achieve the best of both worlds for our clients in public equities and offer a highly competitive fee structure to rival index funds, with an active overlay from a risk and quantitative perspective from one of the world's largest investment managers ...