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Showing 261 - 270 of 10254 results for "Index"

Future Fund achieves 12.2% in FY25, tops other instos

KARREN VERGARA  |  TUESDAY, 9 SEP 2025
... over the capital stack - private and public - in order to diversify across multiple potential future worlds, the actual index concentration isn't one we have tried to 'mess around with' as it were..." Over a 10-year period, the Future Fund made 8% ...

Ausbil launches active ETF

KARREN VERGARA  |  MONDAY, 8 SEP 2025
... Fund - Active ETF (DIVI) officially began trading. Debuting on the ASX today, DIVI predominantly invests in the S&P/ASX 200 Index and holds up to 50 companies. The underlying fund launched in 2018 and has $967 million of funds under management. Since ...

Advisers favour third-party support in product selection

MATTHEW WAI  |  MONDAY, 8 SEP 2025
... significantly higher than their peers in boutique and larger firms. Additionally, ETF usage continues to climb across both index and active categories, the study showed, as 24% (up from 21%) of new non-super inflows went to ETFs compared to 31% (down ...

NZ Super delivers 11.84%

ELIZA BAVIN  |  MONDAY, 8 SEP 2025
... value-added was 0.98%. In other words, we added $745 million to the earnings we would have achieved by following a passive, index-tracking strategy." Townsend said that while short-term results were positive, the fund is also focused on delivering long-term ...

CFS, Wellington Management team up on new fund

ELIZA BAVIN  |  MONDAY, 8 SEP 2025
... diversified portfolio of predominantly smaller listed global shares. The fund aims to outperform the MSCI World Small Cap Net Index over rolling three-year periods, before fees and taxes. CFS group executive distribution Bryce Quirk said CFS has enjoyed ...

IML debuts income-focused ETF

KARREN VERGARA  |  TUESDAY, 2 SEP 2025
... to provide a dividend yield after fees and expenses and before taxes that exceeds 2% above the S&P/ASX 300 Accumulation Index on a rolling four-year basis. The fund invests in a combination of ASX-listed shares, hybrids, bought and sold options and cash ...

AMP, Insignia, Bendigo products fail super performance test

KARREN VERGARA  |  FRIDAY, 29 AUG 2025
... Defensive Fund have failed in the past and are closed to new members. This is the first year, however, that the MyNorth Index Moderately Defensive option has failed. AMP group executive for platforms Edwina Maloney said the performance test as it applies ...

Trust key to client satisfaction in advice: Report

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
... to 28% of those before receiving advice. The report - now in its eighth year - has introduced a new Value of an Adviser Index, which ranks the five components based on how they drive client satisfaction, with a higher score indicating greater influence. ...

ECP joins Future Generation Women lineup

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
... returned 4.7% since its inception in December last year for Australian equities, well below the S&P/ASX 300 Accumulation Index benchmark (8.9%). Global equities returned slightly better at 6.9% but also underperformed against its benchmark - the MSCI ...

Perennial Partners takes stake in boutique fund manager

MATTHEW WAI  |  THURSDAY, 28 AUG 2025
... Forward, Xpeng, Mercadolibre, Nvidia, Axon Enterprise, Tesla, Lumine, and CATL. Aiming to outperform the MSCI All Country World Index ETF (AUD) benchmark, the fund has generated41.6% p.a. since inception. Under the agreement, Ziller founder and chief ...