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Showing 261 - 270 of 812 results for "MSCI"

FactSet nabs MSCI executive

ELIZA BAVIN  |  WEDNESDAY, 18 NOV 2020
FactSet has appointed a new regional sales director for Australia and New Zealand hiring a long-time executive from MSCI. Natalia Stansall has stepped into the role, after serving 16 years at MSCI as executive director of client coverage. A spokesperson ...

Ironbark to wind up emerging markets fund

KANIKA SOOD  |  FRIDAY, 13 NOV 2020
... after the underlying manager decided to close. The Ironbark Copper Rock Emerging Markets Opportunities Fund aimed to beat the MSCI Emerging Markets Small Cap Index (in AUD) net of fees on rolling five-year basis. Ironbark, which acts as the responsible ...

US manager eyes Australia

KANIKA SOOD  |  THURSDAY, 12 NOV 2020
... returned 16.49% p.a. in gross returns since inception January 2015 inception, which is an outperformance out 8.97% p.a. to MSCI ASCWI's 7.52% over the period. "These strong returns coupled with unique investment methodology sets apart Polen from other ...

Loftus Peak lists active ETF

KANIKA SOOD  |  MONDAY, 9 NOV 2020
... September, according to Rainmaker wholesale managed funds performance report. This is about 13% higher after fees than the MSCI All Countries World in AUD. The fund has been running since November 2016 and is managed by Loftus's founder Alex Pollak ...

First strike at Pengana LIC

KANIKA SOOD  |  THURSDAY, 29 OCT 2020
... against passing it. The global equities portfolio returned 11.3% in the year, post fees and expenses. This outstripped the MSCI World Total Return Index by 6.5%. It is also moving from an annual dividend to quarterly dividends (January, April and July) ...

Industry fund launches new passive options

JAMIE WILLIAMSON  |  WEDNESDAY, 14 OCT 2020
... on this option is set at 0.07%. Meanwhile, the International Shares (Indexed) option will look to match the returns of the MSCI World ex-Australia Total Return Index, 70% unhedged and 30% hedged in Aussie dollars over three years. It also incurs an investment ...

Death of value investing a myth: Realindex

ELIZA BAVIN  |  TUESDAY, 13 OCT 2020
... empirical analysis shows it's not this simple," Wei said. "When we plot the relationship between quality and value for all MSCI World stocks, we see that it is possible to have value stocks with earnings certainty and low leverage, and vice versa, for ...

Ausbil drops fees on global equities fund

KANIKA SOOD  |  THURSDAY, 8 OCT 2020
... based model on the SRI universe. It has had a good year of performance, returning 7.6% (after fee but before taxes) to the MSCI World (net dividends reinvested)'s 4.82% over the 12 months ending June 30. Returns since December 2002 inception are 0.79% ...

Benchmark-lagging LIC faces strategic review

ALLY SELBY  |  TUESDAY, 6 OCT 2020
... the six months to June 30, with the fund returning -3.92% over a 12-month period. In comparison, the LIC's benchmark, the MSCI AC World (net dividends) index, returned -4.28% and 4.08% over the same time periods. Longer term, TGG has consistently underperformed ...

GMO launches global equities fund

KANIKA SOOD  |  WEDNESDAY, 30 SEP 2020
... portfolio managers Tom Hancock, Ty Cobb and Anthony Hene. It has returned 9.15% p.a. since inception to S&P 500's 9.23% and MSCI World's 7.29%, as at August end. For the last three calendar years, the portfolio beat both the benchmarks. Nearly 45% of ...