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Showing 11 - 20 of 87 results for "Leaders Fund"

AMP Capital ESG lead jumps to Platypus

ELIZABETH MCARTHUR  |  THURSDAY, 5 NOV 2020
The former portfolio manager for AMP Capital Ethical Leaders funds has found a new role, after departing the troubled investment giant in October. Kristen Le Mesurier has been appointed head of ESG and engagement at Platypus Asset Management. She was ...

Fidelity launches global fund

KARREN VERGARA  |  TUESDAY, 29 SEP 2020
... International has launched an actively-managed global fund that invests in small- to mid-caps. The Fidelity Global Future Leaders Fund is jointly run by portfolio managers James Abela and Maroun Younes. The portfolio managers look to invest in up to ...

Watermark LIC seeks restructure

KANIKA SOOD  |  MONDAY, 28 SEP 2020
... managed fund, as a group of investors seek to replace Geoff Wilson and John Abernethy on its board. The Australian Leaders Fund (ASX: ALF) will seek court and shareholder approval to convert all its units to a new share class in Watermark's unlisted ...

Boutique appoints chief operating officer

KANIKA SOOD  |  FRIDAY, 18 SEP 2020
... long/short strategy which has about $233 million in total across two vehicles - a $203 million LIC called the Australian Leaders Fund (ALF) and the $30 million unlisted managed fund called the Watermark Absolute Return Fund.

Geoff Wilson feels sorry for CLF shareholders

ANNABELLE DICKSON  |  FRIDAY, 18 SEP 2020
WAM chair Geoff Wilson has said he feels sorry for CLF shareholders after Concentrated Leaders Fund has rejected a takeover bid proposed by WAM Capital. WAM chair Geoff Wilson told Financial Standard : "I actually feel sorry for CLF shareholders as ...

Watermark sheds market neutral fund

KANIKA SOOD  |  THURSDAY, 17 SEP 2020
... long/short strategy which has about $233 million in total across two vehicles - a $203 million LIC called the Australian Leaders Fund (ALF) and the $30 million unlisted managed fund called the Watermark Absolute Return Fund. The market neutral fund's ...

High performance funds significantly underperform: Research

ALLY SELBY  |  FRIDAY, 11 SEP 2020
... Ordinaries index by 80 basis points. Australian Unity Platypus Australian Equities (13.6% p.a.), Fidelity Future Leaders Fund (13.4% p.a.), Hyperion Australian Growth Companies Fund (11.4% p.a.), Bennelong Australian Equities Fund (11% p.a.) and Bennelong ...

Super fund axes AMP Capital mandate

JAMIE WILLIAMSON  |  THURSDAY, 10 SEP 2020
... years and 4.2% over five years after fees. It follows QSuper pulling its mandate with AMP Capital and the Ethical Leaders Fund as of July 1 this year. The fund opted to take management of its socially responsible option in-house, as first reported by ...

WAM makes LIC takeover bid

ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
Wilson Asset Management has made an off-market takeover bid for geared listed investment company Concentrated Leaders Fund (CLF) as a result of its ongoing poor performance and management woes. WAM is offering shareholders two of its shares for 3.7 ...

Former Crestone CIO starts new boutique

KANIKA SOOD  |  WEDNESDAY, 2 SEP 2020
... with plans to expand into other asset classes. David Sokulsky left Crestone in late 2017 to move to LIC Concentrated Leaders Fund (CLF), as the chief investment officer of the in-house Australian equities team. In June, he left to start Carrara Investment ...