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Showing 11 - 20 of 69 results for "Cash plus"

New 'cash plus' style sovereign bond fund

KANIKA SOOD  |  TUESDAY, 18 AUG 2020
... fund will hold high-grade sovereign bonds from G7 nations and Australia, with an average credit rating of AA+. The 'cash plus' style fund is promising higher than cash returns with daily liquidity and low volatility, with co-portfolio manager Charlie ...

Pendal winds back fees

KANIKA SOOD  |  TUESDAY, 14 JUL 2020
... record-low of 0.25%. The Pendal Managed Cash Fund will go from charging 22bps per year to 12bps, while the Pendal Stable Cash Plus Fund will reduce from 25bps per year to 18bps. The fee changes came into effect on July 1 and run for 12 months. "Over ...

Ironbark fund rating under review

KANIKA SOOD  |  TUESDAY, 21 APR 2020
... LHP Diversified Investments invests in 25 to 50 sub-managers of alternative strategies to build a portfolio that seeks cash plus 5%-8% (net), with volatility of 4%-6% and an equity beta below 0.25. Lighthouse Partners selects the managers while Ironbark ...

Super fund lowers MySuper fees

KANIKA SOOD  |  MONDAY, 13 JAN 2020
... option at roughly $5.1 billion of the fund's $5.8 billion in total assets. The fund has also lowered fees on its cash plus option from 0.03% to 0.02% per year in investment fees. Lastly, the equity plus option is going down from 0.18% to 0.15% per ...

Boutique launches new fund

KARREN VERGARA  |  MONDAY, 26 AUG 2019
... investors in excess of the RBA's official cash rate," the PDS reads. Matthew Lemke, who set up Prime Value's Cash Plus Fund in 2014, is the portfolio manager for the new fund. The fund allows investors to diversify their cash, equity and property ...

Industry fund awards $500m mandate

KANIKA SOOD  |  THURSDAY, 4 JUL 2019
... managed through Ardea, Coolabah and Kapstream. The fund took a decision to hold longer duration bonds, moving away from cash plus and inflation plus products, Block said in a May interview with Financial Standard. "We wanted to ensure our bond product ...

Industry fund dips toes in private equity

KANIKA SOOD  |  THURSDAY, 9 MAY 2019
... managed through Ardea, Coolabah and Kapstream. The fund took a decision to hold longer duration bonds, moving away from cash plus and inflation plus products. "We wanted to ensure our bond product was true to label with duration matching the index," ...

MLC MySuper switches to lifestage

KANIKA SOOD  |  FRIDAY, 22 FEB 2019
... growth portfolio: 50% growth and 50% defensive. Its objective is to beat CPI by 2.5% pa over any five-year period MySuper cash plus portfolio: 100% cash. Its objective is to outperform the Bloomberg AusBond Bill Index over any one year period. How will ...

Prime Value recruits former super fund chief

KARREN VERGARA  |  WEDNESDAY, 20 FEB 2019
... part of an investment group that includes Shakespeare Property Group, managing more than $1.5 billion across equities, cash plus, direct property and agriculture investment. Last year Financial Standard to spoke to chief investment officer and portfolio ...

Ironbark dumps investment manager

JAMIE WILLIAMSON  |  FRIDAY, 25 JAN 2019
... manager of its Global Diversified Alternatives Fund, stating K2 failed to achieve the specified objectives of the fund - cash plus 4%. K2 has managed the fund since November 2011. Ironbark said the process and philosophy by which K2 currently manages ...