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Showing 2791 - 2800 of 34160 results for "Over"

Janus Henderson turns $5.2bn fixed interest fund into active ETF

MATTHEW WAI  |  THURSDAY, 13 FEB 2025
... ETF (JFIX) is an actively managed ETF, that aims to outperform the benchmark of Bloomberg AusBond Composite 0 + Yr Index over a rolling three-year period. JFIX will utilise a range of strategies with a portfolio of government and semi-government bonds ...

CBA's 'Cinderella story' over: Analysts

ELIZA BAVIN  |  THURSDAY, 13 FEB 2025
... towards the valuation has been shifting for some time. "CBA's gravity-defying rally has been the subject of much conjecture over the last year. Despite stagnant earnings growth, it's currently trading at an all-time high of 27 times the 12-month ...

Industry fund insurance bungle adds fuel to mounting outrage

ANDREW MCKEAN  |  THURSDAY, 13 FEB 2025
... been caught up in ASIC investigations and legal action for stalling on death benefit payouts. The industry fund, which has over two million members, wrote to impacted members acknowledging the mistake made with their insurance and confirming it's since ...

SG Hiscock, Ruffer shutter funds

KARREN VERGARA  |  THURSDAY, 13 FEB 2025
... financial markets perform. "We try not to lose money in any 12-month period, and to grow the value of our investors' wealth over the long haul," fund manager Ruffer said. The fund invests in AUD-denominated shares of the Ruffer Total Return International ...

ASIC updates on SMSF advice review

ELIZA BAVIN  |  THURSDAY, 13 FEB 2025
... appropriate, we will take enforcement or other regulatory action against misconduct," ASIC said. Meantime, ASIC addressed concerns over how advisers and licensees are prepared for the use of artificial intelligence. ASIC's recent report into the use ...

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... annualised rate of return (ROR) on SMSFs between 1 July 2018 and 30 July 2023 was 6.5% compared with 5.3% for APRA funds over the same period. In FY23, the top quartile SMSFs (11.6%) outperformed APRA funds (9.3%), while the bottom quartile of SMSFs ...

Local family office backs new venture to invest in climate tech

ANDREW MCKEAN  |  WEDNESDAY, 12 FEB 2025
... statement from Climate Tech said. Climate Tech Partners is nearing its $45 million target first close, with commitments of over $35 million including both an institutional investor and a corporate, set to be announced in the coming weeks. The fund plans ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... solutions, Lifespan Financial Planning said. Ian Holliday has been appointed head of research and managed accounts, bringing over 25 years of experience to the fold and carries expertise in investment analysis and portfolio management. His role involves ...

FSCP deregisters adviser for two years

KARREN VERGARA  |  WEDNESDAY, 12 FEB 2025
... Meilak contravened the best interest duty, appropriate advice obligation, failed to prioritise his clients' interest over his own, and made misleading statements. He breached the Code of Ethics' standards of acting in accordance with all applicable ...

Global X launches Russell 2000 ETF

ANDREW MCKEAN  |  WEDNESDAY, 12 FEB 2025
... Russell 2000 outperformed the S&P 500. In the first six months, the index returned 17% compared to the S&P 500's 15%, and over one year, it delivered 21% versus the S&P 500's 20%.