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Showing 11 - 20 of 46 results for "Core Portfolio"

ETF investors soar to 1.7m

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
... Financial advisers are also increasingly adopting passive strategies in portfolios. About 27% used ETFs in their core portfolio allocation, up from 16% in 2020 and nearly seven times more than in 2019 at 4%. Investors expressed their growing demand for ...

BetaShares launches new bond ETF

CHLOE WALKER  |  MONDAY, 7 FEB 2022
... diversified portfolio of high-quality Australian corporate and government bonds. "OZBD has been designed to be a core portfolio allocation for fixed income for Australian investors and their advisers. OZBD's intelligent investment approach seeks to avoid ...

Partners Wealth Group launches Partners Private

ELIZABETH MCARTHUR  |  TUESDAY, 7 DEC 2021
Financial advice firm Partners Wealth Group has launched a new venture for sophisticated and wholesale investors. Partners Private will provide access to investments for individuals, who meet the definition of a sophisticated or wholesale investor ...

New RE mandate for Equity Trustees

ELIZABETH MCARTHUR  |  THURSDAY, 9 SEP 2021
... it one step further by creating a 'deep green' fund that is as ethical as it can be and can be used as a core portfolio solution by investing across different asset classes." Equity Trustees executive manager of corporate trustee services Russell ...

AMP Capital fights for fund

ELIZA BAVIN  |  WEDNESDAY, 17 MAR 2021
... unitholders," she said. "AMP Capital has a proud history of managing ADPF since its first iteration in 1971 - a core portfolio of high-quality assets across the retail, office and logistics sectors, focused on achieving strong risk adjusted returns through ...

Dexus plans merger with AMP Capital fund

ELIZABETH MCARTHUR  |  TUESDAY, 16 MAR 2021
... Capital has a proud history of managing AMP Capital Diversified Property Fund since its first iteration in 1971 - a core portfolio of high-quality assets across the retail, office and logistics sectors, focused on achieving strong risk adjusted returns ...

S&P launches sustainable versions of flagship indices

ELIZA BAVIN  |  FRIDAY, 25 SEP 2020
... with the newly created sustainability screened versions of S&P's flagship indices. "These flagship indices are core portfolio building blocks and the new screened versions will provide more choices for sustainable investing," she said. "We welcome adding ...

Perpetual launches two ESG funds

KANIKA SOOD  |  FRIDAY, 7 AUG 2020
... contributing to three sustainability themes (climate solutions, economic empowerment and healthy living) via their core portfolio. This is priced at 0.99% per year. The strategy has been running since 2008 and has US $405 million in total assets. It ...

BlackRock cuts fees on Aussie shares ETF

KANIKA SOOD  |  WEDNESDAY, 3 JUL 2019
BlackRock has slashed the fees on its S&P/ASX 200 exchange-traded fund following a pricing review, as competition heats up in the sector. The iShares Core S&P/ASX 200 ETF, which trades on the exchange with ticker IOZ, pushed down the fees to 0.09% p.a. ...

Dexus partners with sovereign wealth fund

KANIKA SOOD  |  MONDAY, 26 NOV 2018
... worth $0.5 billion on completion. GIC's initial stake of $417 million will be spread as a 25% stake in the core portfolio and a 49% stake in the development landbank, subject to approval by the Foreign Investment Review Board. GIC also has options ...