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Showing 11 - 20 of 28 results for "Industrial Share Fund"

Perpetual equities deputy head to step down

MARK SMITH  |  THURSDAY, 5 SEP 2013
Perpetual deputy head of equities and co-manager of the Industrial Share Fund, Charlie Lanchester, has decided to leave the institutional funds management industry after 14 years with the company. Paul Skamvougeras has been appointed deputy head of ...

Mason Stevens adds Perpetual portfolio to SMA

JAMES FERNYHOUGH  |  WEDNESDAY, 14 AUG 2013
... Managed Account service. The portfolio, managed by Perpetual's Vince Pezzullo, who also manages the Perpetual Industrial Share Fund, takes a high-conviction, bottom-up approach. Typically holding between 10 and 25 stocks, the Portfolio has returned 11.8% ...

Portfolio manager changes at Perpetual

ELISE BURGESS  |  WEDNESDAY, 29 FEB 2012
Perpetual Investments' $5.8bn Industrial Share Fund will have a change in manager with its current head, Matt Williams, to forgo his role leading the fund to focus on his other duties as head of equities. Since 2002, Williams and portfolio manager Charlie ...

Sevior will not return: Perpetual

ELISE BURGESS  |  WEDNESDAY, 14 DEC 2011
... manager of Perpetual's Australian share fund and the pure value share fund as well as for the 50% of the industrial share fund, which he shares with Lanchester. Lanchester has been with Perpetual for 12 years and is the lead portfolio manager of Perpetual's ...

GVI $300m funds transferred to Aubrey

ELISE BURGESS  |  THURSDAY, 24 NOV 2011
... the GVI team to Aubrey. Taking place over the coming weeks, the change was prompted by a review of the GVI Industrial Share Fund and GVI Industrial Share Fund - Unhedged investment performance. "We also believe that Aubrey's track record as well as its ...

GVI launches unhedged global industrial fund

COMPANY RELEASE  |  THURSDAY, 10 JUN 2010
... International equities investment manager Global Value Investors has launched an unhedged version of its Global Industrial Share Fund (GISF). Head of investments at GVI, Roy Chen, said the new fund would provide greater choice for investors at both the ...

Perpetual gets four stars from S&P

COMPANY RELEASE  |  MONDAY, 1 FEB 2010
... invests, namely the Perpetual Wholesale International Share Fund (60 per cent) and the Perpetual Wholesale Industrial Share Fund (40 per cent); S&P rates both highly. "Although the fund structure is unsophisticated, S&P is comfortable that this product ...

GVI shifts retail weight to insto

MICHAEL HOBBS  |  FRIDAY, 7 MAR 2008
... to institutional clients. Established in February 2005, the GVI is seeking to launch its flagship Global Industrial Share Fund to institutional clients. The fund invests in industrial companies across the world that display recurring earnings and produce ...

Tagliaferro hits back at downgrade

MICHAEL HOBBS  |  FRIDAY, 29 FEB 2008
... from 'recommended' to 'approved'. Zenith Investment Partners downgraded IML's Australian Share Fund and Industrial Share Fund to 'approved', citing continued investment team instability within the firm. The IML investment team has suffered five departures ...

S&P upgrades Global Value Fund

CHRIS NICHOLLS  |  TUESDAY, 2 OCT 2007
Standard & Poor's Fund Services has upgraded boutique manager Global Value Investors' (GVI) GVI Global Industrial Share Fund to three stars. GVI, a joint venture between Investors Mutual and Treasury Group, is a global equity manager with a dividend ...