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

Search Results

Showing 281 - 290 of 6777 results for "Benchmark"

BNP Paribas shutters EARTH Trust

JAMIE WILLIAMSON  |  FRIDAY, 11 OCT 2024
... vulnerable to transition risk. Since inception, the trust has delivered a net return of -22.87% against the 2.72% of its benchmark, the Bloomberg Ausbond Bank Bill Index. The underlying fund's top holdings included Sunnova Energy International, Fluence ...

ETF winners and losers in September

ANDREW MCKEAN  |  THURSDAY, 10 OCT 2024
... "Cinderella story" for September, having turned around from being one of the worst performing equity markets. China's equity benchmark soared 21.1% during the month, marking its strongest move in a decade. The worst performers were the VanEck Global ...

AustralianSuper updates deceased members' investments

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... Global Aggregate 1-5 Year Total Return Index hedged to AUD and Bloomberg AusBond Composite 0-5 Years Index. The change in benchmark increases the potential returns of the option over the medium term of five to 20 years due to the addition of longer maturity ...

'Challenging period' for active managers

ELIZA BAVIN  |  WEDNESDAY, 9 OCT 2024
... represented across all the half-year statistics, a similar figure (64%) of individual funds underperformed their assigned benchmark. "Accompanied by the outperformance of the very largest companies, the first half of 2024 proved to be a particularly ...

Under the hood of a top global fundie

ANDREW MCKEAN  |  THURSDAY, 3 OCT 2024
... five-year rolling period since inception. Even more impressively, when adding a criterion of being 20% less volatile than benchmark and generating excess return in all major drawdowns over the past decade, the US$160 billion manager's core strategies ...

PineBridge brings flagship lifecycle fund down under

MATTHEW WAI  |  MONDAY, 30 SEP 2024
... investors' core global equity appetite via a differentiated lifecycle, high conviction approach, combined with disciplined benchmark aware risk management," Grobler said. The fund uses tools to identify mispricing opportunities in "high quality" ...

Schroders launches high yield credit strategy

MATTHEW WAI  |  FRIDAY, 27 SEP 2024
Schroders is providing retail investors with access to the local wholesale high yielding credit universe via a new fund. The Schroder Australian High Yielding Credit Fund, which has been an allocation within Schroders fixed income and multi-asset strategies ...

Rapid growth in super sector poses risk to financial stability: RBA

ELIZA BAVIN  |  FRIDAY, 27 SEP 2024
Significant growth of the superannuation sector has set off alarm bells for the Reserve Bank of Australia (RBA). In the RBA's September Financial Stability Review, it said the super sector's growth and connections to Australian banks has increased its ...

Global X launches latest global equity ETF

MATTHEW WAI  |  THURSDAY, 26 SEP 2024
... opportunities with valuation and quality considerations." "The S&P World Ex-Australia GARP Index serves as an innovative benchmark, providing market participants with a unique opportunity to assess the performance of growth companies with high-quality ...

Boutique investment manager hits the market

ANDREW MCKEAN  |  TUESDAY, 24 SEP 2024
... Global Select Wealth Creators equity strategy, which has returned 37.9% since its launch in May 2023, outperforming its benchmark by 11.68%; and the Emerging Australian Wealth Creators Fund, a small and mid-cap strategy which has gained 8.94% since its ...