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Showing 11 - 20 of 1056 results for "Alpha"

Special Feature: Rewarding patient capital

PENNY PRYOR  |  TUESDAY, 14 JUL 2026
... and selectivity on both asset quality and GP quality is essential. Done well, co-investment represents a genuine source of alpha - through reduced fees, tighter alignment, and better visibility into the underlying assets," he says. CI Global Asset Management ...

Perpetual shuffles Aussie equities team amid departure

KARREN VERGARA  |  MONDAY, 6 JUL 2026
... portfolio manager of the Perpetual Industrial Share Fund, Perpetual SHARE-PLUS Long-Short Fund and Perpetual Pure Equity Alpha Fund. Aboud joined Perpetual in 2012, hailing from Ellerston Capital, where he worked as a portfolio manager for six years. ...

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI  |  MONDAY, 22 JUN 2026
... strong risk-adjusted returns. "By combining best-in-breed managers into a single diversified portfolio, we unlock sources of alpha that a single-manager approach simply cannot access," McAssey said. "But that only works if you are prepared to be ruthless ...

ACCC approves Magellan, Barrenjoey merger

KARREN VERGARA  |  MONDAY, 15 JUN 2026
... Open Class Units - Active ETF (ASX: MGOC) and Magellan Global Fund Hedged investment strategy changed to the Vinva Global Alpha Strategy. Vinva Investment Management was appointed as investment manager for the funds. The funds had about $5.3 billion ...

Invesco launches new equity fund

ELIZA BAVIN  |  THURSDAY, 11 JUN 2026
... inception on 31 July 2005, the strategy has delivered 1.3% p.a. above the MSCI World ex-Australia Index, including 5.3% alpha in the 12 months to 31 March 2026. Invesco managing director and head of Australia and New Zealand Jonathon Crook said Australian ...

Franklin Templeton launches two active ETFs in Australia

RIDDHIMA TALWANI  |  WEDNESDAY, 10 JUN 2026
... total local active ETF range to nine products. Unlike traditional index ETFs, both strategies aim to deliver consistent alpha while retaining ETF transparency and liquidity, Franklin Templeton said. "Investors today want more choice in the ETF space," ...

Treasury releases adverse genetic test results ban draft regulation

KARREN VERGARA  |  TUESDAY, 9 JUN 2026
... applies to certain genetic predispositions. New subsection 13A(1), for example, lists protected genetic information to include alpha thalassemia, Huntington's disease, familial hypercholesterolemia, and hereditary breast and ovarian cancer syndrome. ...

J.P. Morgan AM awarded fresh portfolio structuring mandate

MATTHEW WAI  |  TUESDAY, 2 JUN 2026
... two trusts, one equity and one fixed income, integrated within Findex's MDA. Each fund is actively managed with defined alpha and tracking targets, and importantly fees are kept low. A TAA overlay enables efficient portfolio tilts and FX implementation ...

Plato launches global shares ETF

MATTHEW WAI  |  MONDAY, 18 MAY 2026
... follows the launch of ASX-listed investment company (LIC) Plato Income Maximiser Limited (ASX: PL8) and the Plato Global Alpha Fund Complex ETF (ASX: PGA1), taking Plato to over $2 billion of funds under management (FUM) in their suite of listed fund ...

Magellan confirms job losses

ELIZA BAVIN  |  THURSDAY, 7 MAY 2026
... Units - Active ETF (ASX: MGOC) and the Magellan Global Fund Hedged investment strategy will be changed to the Vinva Global Alpha Strategy, and Vinva Investment Management will be appointed as investment manager for the funds. The funds have approximately ...