Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 261 - 270 of 4937 results for "fees"

Third Link adds three underlying Aussie equity managers

MATTHEW WAI  |  MONDAY, 12 MAY 2025
... growth potential. It aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term after fees. Firetrail Investments portfolio managers Matthew Fist and Eleanor Swanson said the firm is excited about partnering with ...

Vista Equity Partners, S64 to bring strategy to APAC

MATTHEW WAI  |  FRIDAY, 9 MAY 2025
... minimums compared to traditional private market investment strategies, and exposure to direct Vista deals with one layer of fees, the two parties said. The rollout aims to capitalise on the "largest and fastest growing" software sector, projected to ...

Platinum to lose $1bn mandate

JAMIE WILLIAMSON  |  TUESDAY, 6 MAY 2025
... owning the balance. Platinum explained that this accounts for the combined entity receiving participation in performance fees related to the first 5% of absolute returns from the L1 Long Short funds. In an analyst note, Morningstar said some value would ...

ETF Shares introduces three ETFs on Cboe

KARREN VERGARA  |  MONDAY, 5 MAY 2025
... shift that dynamic. Without giving away too much during the exposure period, we expect our presence in the market will lower fees and increase competition from day one." Tuckwell said that ETF Shares will target the adviser market, the primary driver ...

Platinum mulls L1 Capital merger

JAMIE WILLIAMSON  |  THURSDAY, 1 MAY 2025
... owning the balance. Platinum explained that this accounts for the combined entity receiving participation in performance fees related to the first 5% of absolute returns from the L1 Long Short funds. If the two were to combine, it would offer enhanced ...

Smaller super funds unfairly burdened by regulatory levy model: CPA

ANDREW MCKEAN  |  WEDNESDAY, 30 APR 2025
... regulation of the system. "We acknowledge that current government policies aim to encourage mergers of super funds to reduce fees for members. However, we believe that there is more work to be done in the meantime to ensure that members of smaller funds ...

Local challenger enters Australia's ETF market

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
... shift that dynamic. Without giving away too much during the exposure period, we expect our presence in the market will lower fees and increase competition from day one," Man said. The firm is targeting an early May listing, pending the completion of ...

Australian equity fund manager in a league of its own: Mercer survey

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
... according to Mercer's most recent investment survey. The Forager Funds Management Australian Shares Fund returned 21.7% before fees, outperforming all 123 investment products in Mercer's Australian shares category, and crushing the S&P/ASX 200 2.8% return ...

Pinnacle affiliate launches offshore version of smaller companies fund

ANDREW MCKEAN  |  WEDNESDAY, 23 APR 2025
... Index. Since its inception in June 2022, the Australian unit trust version of the fund has returned 18.7% per annum after fees (in AUD), outperforming the benchmark by 6.9% annually to April 15. The firm has also opened a London office, "a natural extension" ...

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... force when it comes to partnering with a managed accounts provider. The survey of 460 financial advisers also found that fees are a top concern for 55% of off-the-shelf users, compared to 27% for custom managed accounts and 26% for private label solutions ...