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Showing 11 - 20 of 233 results for "Aussie equities"

Australians retiring later than global peers: Research

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... she explained. To give Australians the best chance of retiring earlier, Watson said it's best to look beyond Aussie equities and property and incorporate a range of strategies into their investments. "This will bring greater diversity to their portfolios ...

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... their investment philosophy." The other winners were DNR Capital (Australian equities), Infinity Asset Management (Aussie equities small caps), Lonsec (ESG), Franklin Templeton (international equities), Shaw and Partners (fixed interest), Drummond Capital ...

IMAP names annual award winners

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2023
... winner of the ESG category. In Australian equities, DNR Capital was a winner, as was Infinity Asset Management for Aussie equities small caps. On the international equities front, the gong went to Franklin Templeton. Shaw and Partners took out the award ...

Perpetual progresses Pendal integration

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2023
... billion were split across Pendal's cash strategies and global equities strategies but were offset by outflows from Aussie equities and fixed income of $0.7 billion. Perpetual said these mainly came from one intermediary client. The wealth management ...

Active fund managers historically underperform: SPIVA

KARREN VERGARA  |  WEDNESDAY, 15 MAR 2023
... and across every time horizon, the latest SPIVA Scorecard reveals. Nearly 79% of active fund managers focused on Aussie equities underperformed the S&P/ASX 200 benchmark in 2022. Over a five-, 10- and 15-year period, underperformance rates ticked higher ...

Aussie equities withstand test of time: Report

CHLOE WALKER  |  MONDAY, 27 FEB 2023
Australia has been the best performing equities market globally over the last 123 years, according to the latest Credit Suisse Global Investment Returns Yearbook. Published in collaboration with London Business School, the report covers all main asset ...

Aussie shares to continue outperformance: Oliver

CHLOE WALKER  |  THURSDAY, 2 FEB 2023
... said, it's useful to understand the past, saying the big question is whether the structural underperformance of Aussie equities is over. According to Oliver, the underperformance of Australian shares since 2009 reflects a mix of payback for its huge ...

abrdn head of Aussie equities departs

ELIZABETH FRY  |  MONDAY, 30 JAN 2023
The head of Australian equities at abrdn, Michelle Lopez, has left to pursue other interests, according to the asset manager. Lopez ran the local equities team for nearly four years after being promoted from deputy head in 2019. Joining abrdn in 2004 ...

Stop orders slapped on two Perpetual funds

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2022
Dodgy target market determinations (TMDs) have seen ASIC place interim stop orders on two Aussie equities funds from Perpetual. Perpetual cannot offer or distribute the Perpetual Pure Microcap Fund or Perpetual Geared Australian Share Fund for the next ...

Aussie income equities fare well amid turmoil

JAMIE WILLIAMSON  |  MONDAY, 14 NOV 2022
... median return of -3.9%. For the same period, the S&P ASX 200 Accumulation Index saw -7.7%. The best performing Aussie equities income fund for the 12 months to September end was the SPDR MSCI Australia Select High Dividend Yield Fund with a 3% return. ...