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Showing 271 - 280 of 1472 results for "Managed Funds"

Fund manager hit with serious charges

KARREN VERGARA  |  FRIDAY, 21 MAY 2021
... administration mandate to SS&C Technologies. Earlier that year, Global Merces launched a regtech solution that slashes the managed funds application process to five minutes, FUND.ID Grofski appeared before the Brisbane Magistrates Court. She was released ...

Managed funds coped with COVID-19: ASIC

ELIZABETH MCARTHUR  |  FRIDAY, 30 APR 2021
An ASIC review of retail managed funds found that they effectively coped with the challenges presented by COVID-19. ASIC found managed funds largely did not face serious investor liquidity challenges during the height of COVID-19 market disruptions ...

How managers win ESG mandates

ELIZABETH MCARTHUR  |  TUESDAY, 27 APR 2021
... sustainable returns from these thematics, which is where Australian Ethical can help. We offer a range of options in our managed funds and superannuation that enable investors to gain exposure to climate-positive investments via one of Australia's ...

Clime appoints new chief executive

KANIKA SOOD  |  MONDAY, 26 APR 2021
... (up $55 million from December quarter), including LIC, individually managed accounts, separately managed accounts, managed funds and mandates. Funds under advice were $3.1 billion (up $207 million from December quarter). Funds under administration for ...

Fidelity portfolio manager resigns

KANIKA SOOD  |  FRIDAY, 23 APR 2021
... inception. It is currently the top-performing EM equities funds, according to the R ainmaker rankings of wholesale managed funds to February end. Its three-year returns sat at 15.4% per year, more than double the benchmark MSCI Emerging Markets Index's ...

Netwealth FUA crosses $40 billion

KANIKA SOOD  |  FRIDAY, 16 APR 2021
... up from 62.1% at March 2020 as Netwealth shifted to a new pricing structure. Total funds under management (from managed funds and managed accounts) was $10.5 billion or 66.4% higher than March 2020 FUM of $6.3 billion. However, net FUM inflows were also ...

Risk advice most sought-after among Kiwis

KARREN VERGARA  |  THURSDAY, 15 APR 2021
... advice provided on KiwiSaver (48%), mortgage products and consumer credit contracts (37%), and general insurance and managed funds, which drew 32% respectively. New Zealand has 10,736 financial advisers in total and 12,287 nominated representatives. ...

ETP demand soars, unlisted unit trusts retract

KARREN VERGARA  |  TUESDAY, 13 APR 2021
... Australian and global equities sectors suffering ongoing outflows, Rainmaker said. "The money isn't leaving managed funds however, it is moving to ETPs." One notable move helped boost ETP assets. Magellan converted three global equities products ...

Wholesale funds recover losses

ANNABELLE DICKSON  |  FRIDAY, 9 APR 2021
... offset by large falls recorded by State Street and Vanguard. In similar research, Rainmaker Information's Wholesale Managed Funds Performance Report found the balanced funds with top five strategies were Macquarie Balanced Growth fund returning 8.2% ...

ESG managed accounts on the rise

ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
... managed accounts believe it is easier to demonstrate client best interest duty through managed accounts compared to managed funds (73%) and a portfolio of direct shares or listed investments (69%).