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Showing 281 - 290 of 1796 results for "Returned"

Treasury to refresh financial adviser exam

KARREN VERGARA  |  MONDAY, 18 DEC 2023
... pillar of the financial adviser professional standards," Treasury said. The last sitting of the financial adviser exam returned a 73% pass rate. Some 205 candidates attempt the exam. Of these, 150 passed.

Small-cap shares set to soar: Flinders

CHLOE WALKER  |  FRIDAY, 24 NOV 2023
... Macdougall said. The Flinders Emerging Companies Fund, launched in 2015, holds about 40 stocks. Since inception, the fund has returned 7.69% per annum. Looking forward, Macdougall expects small caps to remain resilient. "I'm not a chartist and I've ...

Aussie investors optimistic about returns

CHLOE WALKER  |  FRIDAY, 17 NOV 2023
... investment strategy." Macken said investors will continue in search of expert guidance in this new regime as volatility has returned, and therefore so too has the opportunity set for active management. "We feel 'higher for longer' is a much better ...

A-REIT strategies outperform G-REITs

CHLOE WALKER  |  MONDAY, 13 NOV 2023
... average total return of passive strategies. What's more, on an annualised basis, the top-performing active A-REIT strategy returned 8.8% and the lowest returned 4.6%, while the best-performing passive strategy returned 7.7% and the worst returned 6.4%. ...

Regal Partners nabs Charlie Aitken

ELIZABETH FRY  |  FRIDAY, 3 NOV 2023
... stockbroker Charlie Aitken is joining its sales team as investment director. Aitken joins from Bell Financial where he returned a year ago after his former fund management business - Aitken Investment Management - was sold in a management buyout. He ...

E-commerce giant retreats from super

JAMIE WILLIAMSON  |  THURSDAY, 2 NOV 2023
... first full-year returns in FY21 show the Enhanced Indexed Growth option achieved 17.90% when the median MySuper option returned 18.8%. However, it didn't fare quite as well in FY22 - where median MySuper returns came in around -3%, Kogan's Enhanced ...

Three actively managed funds shutter

KARREN VERGARA  |  FRIDAY, 20 OCT 2023
... weeks. The Platypus Systematic Growth Fund, which invests in up to 110 local equities, is shuttering after 14 years. It returned 11.6% in the year to June 2023 and aimed to beat the S&P/ASX 300 Accumulation Index. Total returns since inception stood ...

Interest rates, liquidity top of mind for Future Fund

KARREN VERGARA  |  THURSDAY, 19 OCT 2023
... real returns to investors, will remain below those of the past decade," he said. Superannuation funds, in comparison, returned 9.3% on average, according to Rainmaker's MySuper Index, thanks to higher tilts in equities. APRA figures show that MySuper ...

Magellan mulls converting closed-end fund

KARREN VERGARA  |  TUESDAY, 17 OCT 2023
... said. Weekly estimates as of October 13 shows that MGF recorded a NAV of $1.93. Since its inception in 2020, MGF has returned 4.4% per annum, while the MSCI World Net Total Return Index achieved 10.1%. MGF shares the same upheavals with the embattled ...

Global economy 'remarkably resilient', faces growth challenges: IMF

ANDREW MCKEAN  |  FRIDAY, 6 OCT 2023
... since 2020 amounts to $3.7 trillion as of 2023," she said. Notably, the US is the only major economy where output has returned to its pre-pandemic path. Low-income countries have been impacted the worst, having limited capacity to shield their economies ...