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Showing 11 - 20 of 59 results for "ACWI"

Boutique global asset management firms' investment outlook

ANDREW MCKEAN  |  FRIDAY, 20 DEC 2024
... upward trajectory next year. "Concentration risk remains the evident challenge with the US constituting two-thirds of the MSCI ACWI and the ten largest US stocks being more than one fifth of the global index," he said. "While opportunities will always ...

GQG's FUM pulls back, breaks six-month streak

ANDREW MCKEAN  |  FRIDAY, 8 NOV 2024
... US$61.7 billion. GQG's International Equity strategy has delivered 17.1% year-to-date, compared to its benchmark - MSCI ACWI ex USA - at 14.2%. Since its inception in December 2014, the strategy has returned 10.7%, nearly double the benchmark. Although ...

Franklin Templeton's Brandywine Global launches new fund

ANDREW MCKEAN  |  TUESDAY, 23 APR 2024
... investors. The $2.4 trillion asset manager said the fund will invest in 60 to 100 global companies and seek to outperform the MSCI ACWI Index. Franklin Templeton managing director Felicity Walsh said the fund broadens its local suite of global equity ...

Munro Partners launches new fund

CHLOE WALKER  |  WEDNESDAY, 1 NOV 2023
... and medium companies with a market capitalisation between US$250 million and US$30 billion, aiming to outperform the MSCI ACWI SMID Cap Index (Net) over a rolling five-to-seven-year period. The minimum initial investment in the fund is $10,000. Ma said ...

Fidelity launches global long-short fund to Aussie market

CASSANDRA BALDINI  |  WEDNESDAY, 25 OCT 2023
... short positions. Further, the actively managed global equities fund aims to outperform the MSCI All Country World Index NR (ACWI), after fees, over seven years. Fidelity managing director Lawrence Hanson explained that the decision to launch in Australia ...

GQG Aussie inflows up, total FUM slumps

KARREN VERGARA  |  FRIDAY, 17 FEB 2023
... before," Carver said. The GQG Partners Global Equity Fund was in the red of -4.7% over the one-year period while the MSCI ACWI Index returned -18.4%. Carver sees last year's "equity de-risking" to reverse at some point, depending on when interest ...

From strength to strength: GQG Partners

ANDREW MCKEAN  |  WEDNESDAY, 18 JAN 2023
... Abernethy said this is a phenomenal result, particularly as GQG's Australian managed funds are benchmarked against the MSCI ACWI ex Tobacco and the MSCI EM ex Tobacco index's which fell approximately 18% and 20% in USD terms in 2022. Meanwhile ...

GQG reports strong inflows

ANDREW MCKEAN  |  TUESDAY, 10 JAN 2023
... stable net inflows and slight drop in FUM is a phenomenal result, especially as the fund's benchmark indices, the MSCI ACWI and MSCI EM, have fallen around 20%. While GQG's share price has fallen in recent times, Abernethy commented that the ...

GQG Partners awards RE mandate

CASSANDRA BALDINI  |  MONDAY, 10 OCT 2022
... its new dividend income fund. The Global Quality Dividend Income Fund aims to provide a rate of return exceeding the MSCI ACWI High Dividend Yield ex Tobacco AUD Index. It invests primarily in equity securities or equity-linked instruments of global ...

V-Square launches Australian ESG index strategy

CASSANDRA BALDINI  |  TUESDAY, 2 AUG 2022
... Global Equity ESG Materiality and Carbon Transition Indexed Strategy. The strategy tracks the MSCI All Country World Index (ACWI) ex-Australia ESG Materiality and Carbon Transition Select Special Tax Index. An issued statement said it's designed ...