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Showing 11 - 20 of 53 results for "Core Portfolio"

Global X launches US tech ETF

CHLOE WALKER  |  WEDNESDAY, 23 AUG 2023
... fund brings important exposure to US-based tech heavy innovators for local investors, serving as a growth-focused core portfolio building block that provides sector and geographical diversification away from Australia. "Reflecting on that, these companies ...

Outflows, M&A batter active managers

KARREN VERGARA  |  THURSDAY, 30 MAR 2023
... other. "The best thing for the investors right now is to have a balanced portfolio of some index, which is your core portfolio, and some active or your bets," he says. "Active is going to give you your market return and will potentially give you some ...

Morningstar launches managed accounts portfolios

KARREN VERGARA  |  MONDAY, 13 MAR 2023
Morningstar has launched six managed accounts products that aim to help financial advisers achieve their clients' investment objectives. The Medalist Core Portfolios use both active and passive investment strategies across managed funds and exchange-traded ...

BlackRock cuts fees on iShares ETFs

CHLOE WALKER  |  MONDAY, 20 FEB 2023
... Asia-Pacific region, it's gratifying to see the broad spectrum of Australian wealth clients use iShares ETFs are core portfolio building blocks and whole portfolio solutions. "We continually work to offer increased affordability to all types of investors," ...

Munro, Tribeca now core SOHN Hearts and Minds managers

CASSANDRA BALDINI  |  WEDNESDAY, 16 NOV 2022
... highest conviction stock recommendations on a pro bono basis. HM1 invests in these stock recommendations in the Core Portfolio which makes up 65% of its total investment portfolio. Munro Partners has a core focus on global growth equities with funds ...

BlackRock appoints head of iShares, index investment

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
... iShares platform and better meet client needs. "This includes using iShares ETFs for tactical asset allocation to core portfolio building blocks and whole portfolio solutions. Jason will accelerate our efforts in Australasia to democratise investing ...

BetaShares launches Aussie bluechip ETF

KARREN VERGARA  |  THURSDAY, 17 MAR 2022
... executive Alex Vynokur said AQLT will give investors access to a cost-effective investment that can serve as a core portfolio allocation for Australian equities. "The quality score methodology used by the fund aims to produce superior long-term performance ...

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 ...