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Showing 281 - 290 of 22722 results for "Funds"

AFCA reveals outcome of final lead decision

MATTHEW WAI  |  MONDAY, 2 MAR 2026
... in 2022 to roll over their existing superannuation into establishing a self-managed super fund (SMSF) and invest in three funds, including the Shield Master Fund. AFCA was told that the firm's advice involved an unnecessary and inappropriate level ...

Former IFM executives branch out, launch Black Kite Partners

KARREN VERGARA  |  MONDAY, 2 MAR 2026
... billion was invested in the private equity portfolio, representing 0.4% of IFM's allocation. With already $1.3 billion in funds under advice, Black Kite targets technology and healthcare businesses operating in the lower and mid-market range, earning ...

Magellan to merge with Barrenjoey for $906m

KARREN VERGARA  |  MONDAY, 2 MAR 2026
... thanks to institutional flows in global listed infrastructure and Australian equities, together with retail systematic equity funds, offset continued pressure in retail global equity strategies, according to Rahmani. "Across our investment teams, fund ...

Future Group to buy Towers Watson RSE licence

JAMIE WILLIAMSON  |  FRIDAY, 27 FEB 2026
... the licence was retained, the Towers Watson RSE was slowly wound up in recent years, with several of the corporate super funds it oversaw being terminated or moved elsewhere. This included the Nissan Executive Superannuation Trust and Nissan Retirement ...

Research reveals 'alarming spike' in super switching

ELIZA BAVIN  |  FRIDAY, 27 FEB 2026
... balances and no pre-existing advice relationship taking part in super switching. The SMC research said these small-balance funds were being switched out of the regulated super system and into more expensive and potentially riskier super products. "The ...

Super assets reach $4.5tn

ELIZA BAVIN  |  FRIDAY, 27 FEB 2026
... increased by 0.8% over the quarter and 8.1% over the year to $4.5 trillion, of which $3.2 trillion was in APRA-regulated funds. Total contributions increased by 11.5% to $220.8 billion in the year ending in December 2025. Employer contributions increased ...

Fidelity promotes high-profile resources analyst

ELIZABETH FRY  |  THURSDAY, 26 FEB 2026
... and mining analyst to the rank of portfolio manager Sam Heithersay has been named co-portfolio manager of the local equity funds - Fidelity Australian Equities Fund and Fidelity Funds - Australian Diversified Equity Fund (SICAV). From 1 March, he will ...

Super moves: Mercer, AusSuper, Future Fund, VFMC

ELIZABETH FRY  |  THURSDAY, 26 FEB 2026
... owner - Statewide Super. He started his career as a portfolio analyst at Citigroup. Finally, Shawn Xiao has joined Victorian Funds Management Corporation as a senior investment analyst, client portfolio design. Xiao joins from JANA, where she spent three ...

Evidentia hires from Vanguard

ELIZABETH FRY  |  THURSDAY, 26 FEB 2026
... Evidentia Private builds and manages managed account portfolios for Australia's private wealth firms and has $13 billion in funds under management. Other recent hires include David Grace as co-portfolio manager within the direct Australian equities ...

Australian Ethical unveils strong half-year results

MATTHEW WAI  |  THURSDAY, 26 FEB 2026
... to shareholders was $13.3 million, up 42%. Revenue of $65.8 million was up 13% on the prior comparative period, driven by funds under management (FUM) growth and offset by a reduction from product mix changes following the acquisition of Altius Asset ...