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

Search Results

Showing 271 - 280 of 621 results for "Discretionary"

WAM Capital announces LIC takeover bid

KARREN VERGARA  |  FRIDAY, 31 AUG 2018
... at a "perennial discount" to reported pre-tax net tangible assets. On 21 May 2018, WDE told the ASX it adopted a discretionary approach in terms of using portfolio protection. WDE chair Alan Schoenheimer said the initial cost of the protection strategy ...

Finding value in Fairfax

JAMIE WILLIAMSON  |  WEDNESDAY, 15 AUG 2018
... insight as to what the absolute return manager is currently holding. With about 20% of its portfolio in consumer discretionary stocks, Hopperton said a significant proportion is invested in Fairfax and has been for a while. "Fairfax is the biggest stock ...

Limited MDA deadline closes in

KARREN VERGARA  |  WEDNESDAY, 8 AUG 2018
Financial advisers operating under a limited managed discretionary account should have made other formal arrangements by now, but the truth is many are still lagging behind, according to IMAP chair Toby Potter. With the limited MDA changes taking effect ...

IOOF continues organic growth trajectory

JAMIE WILLIAMSON  |  TUESDAY, 7 AUG 2018
... over the year, with profits rising by 5% to $81 million. Cost reductions of $6.4 million and the launch of managed discretionary accounts on IOOF Pursuit were key contributors to this outcome, Kelaher said. "This is particularly pleasing for the management ...

ESG bond portfolio opens to Aussie investors

KANIKA SOOD  |  TUESDAY, 7 AUG 2018
... through a Dublin domiciled in a UCITS vehicle. Cameron Hume is marketing the new fund to institutional investors, discretionary fund managers and wealth managers in Australia, UK and Europe. In Australia, the fund will be distributed by AFM Investment ...

Vicinity Centres partners for $1bn wholesale property fund

KANIKA SOOD  |  MONDAY, 6 AUG 2018
... portfolio of regional, sub regional and neighbourhood centres in Australia. The retail assets will be predominately non-discretionary spending based and anchored by supermarkets and services, Vicinity said in a statement. It will continue to provide ...

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
... they had available less than two years ago," he said. "This rapid expansion is even before we look at the managed discretionary advice (MDA) segment that is now reaching more than 2000 authorised representatives or financial advisers." According to the ...

Chief economist update: Boom in the USA

BENJAMIN ONG  |  MONDAY, 30 JUL 2018
... growth. Solid employment growth and tax cuts have prompted American households to go on a spending splurge on both discretionary and non-discretionary items and durable and non-durables. Recall that GDP = C+I+G+(X-M). That is, consumer spending plus ...

Chief economist update: Another five minutes of sunshine?

BENJAMIN ONG  |  THURSDAY, 7 JUN 2018
... pps) was reduced to a third (0.2) in three-months to March. The ABS explained that "this was driven by rises in non-discretionary components such as insurance and other financial services (0.7%), food (0.5%), and electricity, gas and other fuels (2.3%). ...

BAT stocks worse than FANGs: SSGA

KANIKA SOOD  |  WEDNESDAY, 6 JUN 2018
... write. To look for alternatives for BATs and FANGs, SSGA points towards other opportunities in related consumer discretionary and technology sectors. Taiwanese and Korean semiconductor manufacturers have better operational probability and look much less ...