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Showing 11 - 20 of 226 results for "Global Equity Fund"

Fewer global equity managers underperform: SPIVA

KARREN VERGARA  |  TUESDAY, 9 SEP 2025
Only half of global equity funds are trailing their benchmarks, marking a substantial improvement from the 71% long-run underperformance rate, according the SPIVA Australia Scorecard half-year analysis. Fifty-four percent of global equity general funds ...

Boutiques wield independence, specialisation over larger managers: Research

KARREN VERGARA  |  TUESDAY, 17 JUN 2025
New research shows that boutique fund managers count their independence, specialist strategies and ability to align interests with clients as their main competitive advantage and what helps them earn the "boutique premium" over bigger players. The survey ...

Financial Standard names Investment Manager of the Year

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
... Macquarie Australian Enhanced Plus Equities Fund, Macquarie Australian Small Companies Fund, and Arrowstreet Global Equity Fund, respectively. Acadian Asset Management, MLC Asset Management, Perpetual Investment Management, and Vanguard were the other ...

Falcon Capital, First Guardian fund to be wound up

MATTHEW WAI  |  FRIDAY, 11 APR 2025
... the First Guardian Absolute Equities Fund; the First Guardian Trulet Innovation Fund; and the First Guardian Global Equity Fund, will all be wound up in the process.

GQG rejigs allocations amid tariff pain

KARREN VERGARA  |  WEDNESDAY, 9 APR 2025
... flagship strategies, but not to the extent that it undercut tech and consumer discretionary investments. The GQG Global Equity fund, for example, ended March with a 7.3% allocation in tech stocks compared to its benchmark MSCI ACWI's 23.4%. Consumer ...

Talaria taps Equity Trustees as RE for three funds

ANDREW MCKEAN  |  TUESDAY, 1 APR 2025
... responsible entity of its three global equity funds. The appointment covers the asset manager's dual access Talaria Global Equity Fund Complex ETF (Cboe: TLRA), the Talaria Global Equity Fund Currency Hedged Complex ETF (Cboe: TLRH), and the unlisted ...

Sliver of Aussie global equity managers beat index: SPIVA

KARREN VERGARA  |  TUESDAY, 25 MAR 2025
Just 15% of active Australian global equity fund managers outperformed the benchmark, making 2024 one of the worst years for performance, the latest SPIVA Scorecard shows. Last year saw 85% of active global equity funds struggle to keep pace over the ...

Fixed income drives managed fund surge

ROSE MARY PETRASS  |  THURSDAY, 6 FEB 2025
New Calastone data has found managed funds inflows grew five-fold in 2024, reaching $13.8 billion, with nearly all directed to fixed income funds. Globally, fund flows also saw a substantial increase. Fixed income, equity and mixed asset funds attracted ...

Investors should avoid overvalued US sectors: Talaria

ELIZA BAVIN  |  FRIDAY, 17 JAN 2025
... their portfolio against speculative risks." Selby-Smith said despite avoiding US tech entirely, the Talaria Global Equity Fund was still able to deliver solid returns of 10.5% on a rolling three-year annualised basis. "Our goal is not to outperform in ...

Regal, Magellan book performance fees

KARREN VERGARA  |  WEDNESDAY, 8 JAN 2025
... long-short strategy. This is the third Vinva fund Magellan brought to market and follows the launch of the Vinva Global Equity Fund and the Vinva Australian Equity Fund in October.