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Showing 11 - 20 of 157 results for "Concentrated Portfolio"

Holding mega-cap stocks could be detrimental: Research

ELIZA BAVIN  |  WEDNESDAY, 26 MAR 2025
... next decade, according to new research by Scientific Beta. Scientific Beta's research found that holding a concentrated portfolio of mega-caps over the long term is detrimental for investors. The research found that the recent period of extreme concentration ...

GCQ enters ETF market, expands sales team

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... firm's flagship fund will trade on the ASX as an active ETF providing investors with access to GCQ's concentrated portfolio of high-quality companies. GCQ Global Equities Complex ETF (GCQF) will start trading on 3 March 2025. The launch of the ...

TWC launches Global Wealth Creators Fund

MATTHEW WAI  |  MONDAY, 18 NOV 2024
... investors. The actively managed fund aims to deliver annual returns of 3-4% above the MSCI World index, in a concentrated portfolio of 15-30 business across technology, communication services, industrial, health care, consumer and financial sectors. ...

Schroders expands stable of global equity funds

JAMIE WILLIAMSON  |  THURSDAY, 5 SEP 2024
... Schroder Global Equity Alpha Fund was introduced to wholesale and institutional investors this week, a concentrated portfolio of global equities managed by co-head of equities Alex Tedder and portfolio manager, multi-regional equities Frank Thormann. ...

DNR Capital introduces new global equity fund manager

ANDREW MCKEAN  |  THURSDAY, 18 JUL 2024
... Capital Global Small and Mid-Cap Fund, an actively managed fund that it says offers investors exposure to a concentrated portfolio of high-conviction, quality companies, at reasonable valuations, with a time horizon of three to five years. DNR Capital ...

Bennelong takes on fledgling boutique

KARREN VERGARA  |  WEDNESDAY, 26 JUN 2024
... small and mid-cap team. They have enlisted Bennelong to launch the Canopy Global Small & Mid Cap Fund, a concentrated portfolio of 20 to 40 companies operating in various sectors and regions and have a market cap of US$70 billion or less. Bennelong will ...

GSFM to distribute new strategy in Australia

ANDREW MCKEAN  |  MONDAY, 27 MAY 2024
... applies a hands-on, active ownership approach with a long-term focus of three to five years. It holds a concentrated portfolio of between 12 to 16 companies, with a bias towards export-oriented pan-European businesses. EQMC has posted around 11% net ...

Fidelity shutters, delists funds

KARREN VERGARA  |  TUESDAY, 21 MAY 2024
... clearly reflect the nature of the fund's investment strategy, which consists of an actively managed concentrated portfolio of 20 to 40 listed Australian shares, Fidelity said. The fund was valued at about $186.50 million and returned 8.95% p.a. ...

Magellan advances MGF conversion to open class

KARREN VERGARA  |  FRIDAY, 17 MAY 2024
... $3.3 billion in assets at the end of April. MGF's NAV per unit as of May 16 was $2.24. It invests in a concentrated portfolio of 20-40 companies and seeks to achieve risk-adjusted not benchmark-relative returns. MGF aims to deliver 9% p.a. net of ...

Forager schedules LIT delisting

KARREN VERGARA  |  MONDAY, 8 APR 2024
... 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, beating the benchmark's 14.98%. On a five-year basis, it ...