Search Results | Showing 11 - 20 of 307 results for "Accumulation Index" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | ... 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 ... |
| | | | ... benchmark. Since inception, it has returned 7.9% per annum while its benchmark, the S&P/ASX Small Ordinaries Accumulation Index, returned 8.36%. The Flinders Emerging Companies Fund invested in Australian small caps and pledged to achieve a 3% outperformance ... |
| | | | ... has returned more than 26% p.a. recently and has $1.45 billion in AUM. The fund aims to beat the S&P/ASX-200 Accumulation Index before fees and expenses over the long term. It takes both long positions and short positions in Australian shares, using ... |
| | | | ... steady growth in the first six months of calendar 2024 with a 4.2% increase in the value of the ASX/S&P 200 Accumulation Index, giving an annual growth rate of 11.8% increase from 1 July 2023 to 30 June 2024," Huang said. "The half year to 30 June 2024 ... |
|