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Showing 11 - 20 of 197 results for "Australian Share Fund"

Top 10 Australian share funds of FY24

ANDREW MCKEAN  |  MONDAY, 29 JUL 2024
Mercer has published its Investment Performance Survey, revealing the top-performing Australian share fund managers of 2023-24. The Glenmore Australian Equities Fund took out top spot with a 31.5% return. The fund, which has a diversified portfolio ...

Boutique ESG fund manager folds

KARREN VERGARA  |  FRIDAY, 19 JUL 2024
... investment director Nathan Parkin established the firm in late 2017 and launched the flagship Ethical Partners Australian Share Fund in August 2018. Ethical Partners head of sustainability Robyn Parkin announced on LinkedIn today that the fund manager ...

Fidante divests Merlon stake

KARREN VERGARA  |  WEDNESDAY, 17 JUL 2024
... (Closed), Merlon Australian Equity Fund (Closed), Merlon Australian Share Income Fund, and Merlon Concentrated Australian Share Fund. Fidante also continues to be the provider of back office, marketing, distribution, and administration services, as well ...

The top investment funds over the past year

ANDREW MCKEAN  |  FRIDAY, 10 MAY 2024
... Australian Equity Fund topped the table with a 16.9% return. It was followed by the Merlon Concentrated Australian Share Fund (15.5%) and Lazard's Defensive Australian Equity Fund (14.3%). In the Australian equities small caps category, the Spheria ...

First Sentier axes investment units, AUM takes $14bn hit

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... the period, while the Stewart Investors WS Worldwide Sustainability Fund and First Sentier Concentrated Australian Share Fund lost $163 million and $121 million respectively. The investment manager declined to comment if substantial outflows contributed ...

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
... and Janison Education. Australian Ethical has long favoured small caps, overweighing them in its flagship Australian Share fund, which achieved a 10-year return of 10.8% compared to the 8.3% benchmark. Its Emerging Companies fund, which invests in small ...

Three actively managed funds shutter

KARREN VERGARA  |  FRIDAY, 20 OCT 2023
... or regular savings plans from existing investors, as well as all redemptions. BlackRock's Wholesale Australian Share Fund began the wind-up process on October 12. It also strived to outperform the S&P/ASX 300 Accumulation Index via a long-short investment ...

IML launches Aussie shares fund as active ETF

CASSANDRA BALDINI  |  TUESDAY, 1 AUG 2023
The IML Concentrated Australian Share Fund (Quoted Managed Fund) is now available on the ASX as an active ETF, catering to financial advisers and retail investors. The fund manager explained its Quoted Managed Fund represents a distinct class of units ...

Stop orders slapped on two Perpetual funds

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2022
... from Perpetual. Perpetual cannot offer or distribute the Perpetual Pure Microcap Fund or Perpetual Geared Australian Share Fund for the next 21 days unless ASIC revokes the orders sooner. ASIC said it is concerned Perpetual has failed to appropriately ...

Aussie small-cap fund returns 40%

KARREN VERGARA  |  FRIDAY, 11 MAR 2022
... Spheria Australian Microcap Fund (45.1% p.a.), Ausbil Global Resources Fund (45% p.a.), Perpetual Geared Australian Share Fund (44.8%), First Sentier Wholesale Geared Global Property Securities Fund (44% p.a.) and Lendlease Australian Prime Property ...