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Showing 11 - 20 of 43 results for "All Ordinaries Accumulation Index"

Warakirri terminates Flinders fund

MATTHEW WAI  |  THURSDAY, 31 OCT 2024
Warakirri Asset Management is winding up the Flinders Emerging Companies Fund, saying it's in the best interests of all investors. The fund was launched in September 2015 and only has about $105 million in funds under management. It consistently ...

Soul Patts sees profits slide 28%

ELIZA BAVIN  |  THURSDAY, 26 SEP 2024
... past 20 years, we have delivered total shareholder return of 11.7% per annum, outperforming the All Ordinaries Accumulation Index by 3%. "Soul Patts continued to increase dividends since 2000 at a CA GR of 9.6%. This long-term outperformance along with ...

WAM Active returns 30%, beats indices

KARREN VERGARA  |  WEDNESDAY, 28 AUG 2024
... unitholders, trumping its benchmarks in the last financial year. WAA beat its reference indices S&P/ASX All Ordinaries Accumulation Index by 13.3% and the Bloomberg AusBond Bank Bill Index (Cash) by 21.4%. A large portion of the portfolio is invested ...

Forager schedules LIT delisting

KARREN VERGARA  |  MONDAY, 8 APR 2024
... mulled over "what the perfect future structure looks like". FOR aimed to outperform the S&P/ASX All Ordinaries Accumulation Index over a rolling five-year period with a concentrated portfolio of ASX-listed stocks. It returned 19.76% in the year to March ...

Perennial establishes ESG boutique

RACHEL ALEMBAKIS  |  THURSDAY, 22 APR 2021
Perennial Partners has spun its ESG team and flagship ESG fund into a separate boutique investment business. Perennial Better Future will include the Perennial Better Future Trust and the associated active ETF, the eInvest Better Future Fund (IMPQ) ...

Industry fund awards $60m small caps mandate

KANIKA SOOD  |  MONDAY, 15 FEB 2021
A boutique founded by former the small caps team at UBS Asset Management has won a $60 million mandate from a $5.4 billion industry fund. TWUSUPER has selected Eiger Capital for the equities allocation. "This mandate furthers TWUSUPER's plan to ...

Pengana merger pays off for WHSP

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
... results for shareholders with a total shareholder return for the year of 27.5% (outperforming the All Ordinaries Accumulation Index by 12.6%)," he said. "Over the past 15 years, an investment in WHSP has increased by more than five times while the index ...

Boutique fund manager eyes second LIC

DARREN SNYDER  |  WEDNESDAY, 8 AUG 2018
... past year. "[It delivered] strong risk adjusted returns for our investors...outperforming the All Ordinaries Accumulation Index by 4.5%," Siegling said. "The top contributors to performance for the year were ARQ Group (previously Melbourne IT), Macquarie ...

Flinders fund offers insto rates for retail investors on HUB24

KANIKA SOOD  |  TUESDAY, 10 APR 2018
Boutique fund manager Flinders Investment Partners is offering retail investors investment intellectual property (IP) from its Flinders Emerging Companies Fund at about 60% less than retail rates. The slashed retail rates, which are at par with institutional ...

WAM LIC appoints director

KARREN VERGARA  |  THURSDAY, 8 MAR 2018
... Geoff Wilson said the investment portfolio outperformed the cash rate by 10.3% and the S&P/ASX All Ordinaries Accumulation Index by 1.9%. "Our highly active market-driven investment process saw the equity portion of the investment portfolio turn over ...