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Showing 261 - 270 of 7320 results for "Returns"

Passive strategies show 'higher survivorship' over active: Morningstar

RIDDHIMA TALWANI  |  FRIDAY, 14 NOV 2025
... average of 2.5%. "While active managers have demonstrated intermittent periods of outperformance, sustaining consistent returns above low-cost passive alternatives remains a persistent challenge," the report read. The results found that the top-quartile ...

Quant investing bounces back post Trump whipsaw

RIDDHIMA TALWANI  |  FRIDAY, 14 NOV 2025
... pivot strategies. "The equity market collapsed but trend following pivoted to other opportunities and made exceptional returns," she said. Haslinger highlighted that a lack of direction in the market without any new mega trends can negatively impact ...

Super moves: Future Fund, Bupa, QIC, HESTA, Prime Super

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
... Australia appointed Dean Italia as head of investments, Asia Pacific. Italia is responsible for implementing and enhancing returns across Bupa's APAC portfolios and working with external managers. He joins from Medibank, where he was portfolio manager ...

Stay or leave: ASIC's private credit clampdown tests managers

RIDDHIMA TALWANI  |  THURSDAY, 13 NOV 2025
... manager doing something to tank the whole private credit market," he said. When it comes to balancing liquidity with strong returns, Schloeffel said that it comes down to education and verbalising the safeguards managers have in place to manage liquidity. ...

BlackRock to launch first active income-focused ETF

ANGELIQUE MINAS  |  WEDNESDAY, 12 NOV 2025
... Credit Income Active ETF (ASX: ICME). ICME is designed to generate monthly income for investors, while aiming to deliver returns above RBA Cash Rate. The diversified portfolio will primarily focus on Australian investment-grade corporate bonds, including ...

Half of super investments now offshore: NAB

ELIZA BAVIN  |  TUESDAY, 11 NOV 2025
... more than 50% international allocation reflects a commitment to diversification and delivering the best risk-adjusted returns for members." "Funds are responding to market volatility and regulatory change by strengthening their liquidity management and ...

Perennial snaps up 50% of Balmoral, hands over microcap mandate

RIDDHIMA TALWANI  |  TUESDAY, 11 NOV 2025
... $150 million in assets under management. Previously, when managing a First Sentier fund, the Balmoral team generated net returns of more than 12% per annum over 15 years to April 2024. Perennial's microcap strategy, launched in 2017, is focused on companies ...

Milford launches two products in response to adviser demand

MATTHEW WAI  |  MONDAY, 10 NOV 2025
... fee is 0.90%. In contrast, Class B has a lower management fee (0.70%) but incurs a performance fee of 15.375% p.a. of returns above the benchmark, paid annually. Gentle said advisers are increasingly disillusioned with the ASX 200, given its concentration ...

HESTA, Vision Super divest Israeli securities

KARREN VERGARA  |  FRIDAY, 7 NOV 2025
... closely monitor and assess geopolitical events, risks, and their potential impacts on our portfolio." "To protect member returns, a couple of months ago we exited holdings in several banks listed on the Tel Aviv Stock Exchange and bonds issued by the ...

Key roles vacant as NZ Super prepares for growth

ELIZABETH FRY  |  THURSDAY, 6 NOV 2025
... team rejig also address recent performance challenges. NZ Super's strategic tilting program has underpinned strong returns over the past five years, but real assets struggled last year due to weakness in some of its largest holdings - including Longroad ...