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Showing 11 - 20 of 310 results for "Accumulation Index"

Future Generation delivers 10.8%, increases dividend

ELIZA BAVIN  |  THURSDAY, 24 JUL 2025
... potential for long-term outperformance. "Over the past 12 months to 30 June 2025 the S&P/ASX All Ordinaries Accumulation Index outperformed the S&P/ASX Small Ordinaries Accumulation Index by 0.9%, largely due to the concentrated performance of a few ...

Airlie calls time on Concentrated Share Fund

KARREN VERGARA  |  FRIDAY, 20 JUN 2025
... Australian-listed companies and was available to wholesale investors only. The fund is benchmarked to the S&P/ASX 300 Accumulation Index and carries a management fee of 0.95% per annum. It required a minimum investment of $500,000. Matt Williams is the ...

Touchstone closes flagship fund

KARREN VERGARA  |  TUESDAY, 3 JUN 2025
... May, having been in operation since 4 April 2016. The fund aimed to outperform the return of the S&P/ASX 300 Accumulation Index by 2% p.a. over a rolling five-year period, investing in 15 to 25 securities. It required an initial investment minimum of ...

Franklin Templeton, Pendal funds shutter

KARREN VERGARA  |  MONDAY, 26 MAY 2025
... minimum $25,000 investment, the fund aimed to earn an after-fee return in excess of the S&P/ASX 300 A-REIT Accumulation Index over rolling three-year periods. Performance wise, it made 9.29% p.a. over the last year and 6.67% p.a. over 10 years. Separately ...

Third Link adds three underlying Aussie equity managers

MATTHEW WAI  |  MONDAY, 12 MAY 2025
... 2013, is supported by deep fundamental research and ESG integration that aims to outperform the S&P/ASX 300 Accumulation Index. It now manages over $1.5 billion in funds under management. "We are thrilled to be part of the Third Link Growth Fund and ...

ClearBridge launches three active ETFs

KARREN VERGARA  |  TUESDAY, 15 APR 2025
... France, Italy and Canada. It aims to provide regular and stable income and to outperform the benchmark, being an accumulation index comprising the OECD G7 Inflation Index plus 5.5% per annum. ClearBridge head of APAC business development Matt Bushby ...

Macquarie terminates Aussie equity funds

MATTHEW WAI  |  THURSDAY, 3 APR 2025
... fees. The Australian Equities Fund was incepted in April 2003 with the aim of outperforming the S&P/ASX 300 Accumulation Index over the medium term. The strategy incurred a management fee of 0.62% p.a. and returned up to 12.64% over the 12 months to ...

Managed accounts sector grows to $233bn

KARREN VERGARA  |  TUESDAY, 11 MAR 2025
... said markets recorded strong growth in the six months to December 2024 with a 6.9% rise in the ASX/S&P 200 Accumulation Index. Annually, this was an 11.1% increase. "This second half of 2024 saw inflation largely under control and falling globally, plus ...

Wilson Asset Management launches Founders Fund

ANDREW MCKEAN  |  TUESDAY, 4 FEB 2025
... founder-led companies have returned 21.6% per annum over seven years, outperforming the S&P/ASX All Ordinaries Accumulation Index (9.2%). The documents said the fund will invest in "exceptional founder-led businesses," predominantly listed on the ASX. ...

New investment fund to drive gender equality

MATTHEW WAI  |  THURSDAY, 5 DEC 2024
... Trustees has been selected as the responsible entity for the fund. The fund is benchmarked against the S&P/ASX 300 Accumulation Index for the Australian equity units and the MSCI AC World Index for global equity units. "Future Generation Women is an ...