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Showing 11 - 20 of 101 results for "Actively managed fund"

BlackRock lowers fees on two funds

ELIZA BAVIN  |  THURSDAY, 24 OCT 2024
... BlackRock said both funds will continue to be managed by BlackRock's Systematic investment team. "As an actively managed fund we regularly review the nature and level of risk taken in the portfolio and make changes from time to time," it said. "Based ...

'Challenging period' for active managers

ELIZA BAVIN  |  WEDNESDAY, 9 OCT 2024
The S&P Dow Jones SPIVA Global Scorecard has revealed another tough year for active management in 2024. Initially covering just US-domiciled funds, nine regional year-end scorecards now cover active performance in funds operating in markets in Australia ...

DNR Capital introduces new global equity fund manager

ANDREW MCKEAN  |  THURSDAY, 18 JUL 2024
... soft launch late last year, DNR Capital has launched the Tura Capital Global Small and Mid-Cap Fund, an actively managed fund that it says offers investors exposure to a concentrated portfolio of high-conviction, quality companies, at reasonable valuations ...

'Growing revenues, not AUM, is the new name of the game': ISS

ANDREW MCKEAN  |  THURSDAY, 11 JUL 2024
The relationship between assets under management (AUM) and revenue growth has broken down as fund buyers - both retail and institutional - increasingly embrace lower-fee index funds. This comes as interest in more expensive active strategies appears ...

Loomis Sayles brings global bond fund to Australia

ANDREW MCKEAN  |  MONDAY, 20 MAY 2024
... Watson said. Australian institutions have invested with the Loomis Sayles Global Bond team since 1998. The actively managed fund focuses on a broad universe of investment-grade fixed income securities globally, hedged to the Australian dollar. Equity ...

Institutional investors eye increased exposure to Vietnam

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
Most pension fund managers and institutional investors plan to increase their exposure to Vietnam over the next three years, according to research from Dragon Capital. Dragon Capital, a Vietnam-focused investment firm reported that 96% of them expect ...

Large-cap equity funds continue underperformance: SPIVA

KARREN VERGARA  |  FRIDAY, 1 MAR 2024
Large-cap active equity fund managers turned in their second-worst year of underperformance as 77% failed to beat their benchmark, the latest SPIVA study shows. Aussie large-cap managers suffered their worst-performing period in 2023 - not since 2018 ...

Copia seals distribution partnership

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
... available to retail investors after it was launched to the institutional and wholesale market in 2022. The actively managed fund invests in 30 to 45 global infrastructure companies, specifically those operating in utilities, energy, transportation, and ...

Actively managed, ESG funds top 2023 outflows

KARREN VERGARA  |  TUESDAY, 6 FEB 2024
Actively managed funds and ESG strategies suffered the biggest outflows in 2023 at a combined $57.7 billion. According to Calastone's Global fund flows report, actively managed strategies lost $42 billion (US$27.2bn), eclipsed by passive equity ...

Local investors continue to flock to ETFs: VanEck

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
VanEck's latest annual investor survey has found that despite volatility, most Australian investors are set to increase their investments in exchange-traded funds (ETFs) within the next six months. Additionally, around 50% of investors intend to boost ...