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Showing 11 - 20 of 331 results for "Underperformance"

Active equity managers underwhelm in 2025: SPIVA

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
... asset-weighted average return of 9.6% versus the 13.3% gain in the S&P World Index (AUD). Over longer timeframes, underperformance rates exceeded 95% over the 10- and 15-year periods. Australian mid- and small-cap funds fared worse than their historical ...

Unintended consequences of passive investing materialise: MFS

KARREN VERGARA  |  WEDNESDAY, 25 FEB 2026
... cycle necessarily time. It's the misaligned objective and where the incentives are because the tolerance of underperformance of a benchmark is a third of a full market cycle," she said. "The conversation is not necessarily wrong or right. All this ...

GQG sees $6bn outflows in a month

ELIZA BAVIN  |  WEDNESDAY, 11 FEB 2026
... valuations, deteriorating fundamentals and macroeconomic uncertainty." "As a result, we experienced relative underperformance across all our strategies for the year versus our benchmarks." GQG is expected to report its full year results this Friday.

GQG reports $5.8bn net outflows

ELIZA BAVIN  |  TUESDAY, 13 JAN 2026
... valuations, deteriorating fundamentals and macroeconomic uncertainty," GQG said. "As a result, we experienced relative underperformance across all our strategies for the year versus our benchmarks." Net flows were negative in the month of December for ...

Datt Capital opens small cap fund to retail investors

ELIZA BAVIN  |  MONDAY, 8 DEC 2025
... a time when Australian smaller companies appear poised for a multi-year recovery after an extended period of underperformance. Australian small caps are now offering a more attractive risk-reward profile than many crowded large cap names," Datt Capital ...

Magellan global equities lead exits amid investigation

JAMIE WILLIAMSON  |  THURSDAY, 20 NOV 2025
... appropriate risk management policies in place. However, recent efforts to qualm negative publicity on Magellan's underperformance, relatively high fee rates, and [Hamish] Douglass' personal issues have been less robust than we hoped," Morningstar ...

WAM takes over PIA board, vows to lift underperformance

KARREN VERGARA  |  WEDNESDAY, 22 OCT 2025
... the Pengana International Equities (PIA) LIC in the hope of overhauling its investment strategy amid continued underperformance. WAM's Geoff Wilson and Jesse Hamilton, and Richard Caldwell and Julian Martin were appointed to PIA's board after ...

ASIC takes aim at super, private markets

ELIZA BAVIN  |  MONDAY, 15 SEP 2025
... reminder to all our regulated entities that complaints data is a valuable tool to identify and address systemic underperformance - we expect you to use it," she said. "We'll also be checking in with trustees to see what progress they have made to improve ...

GQG FUM rises $1bn in face of continued outflows

ELIZA BAVIN  |  THURSDAY, 11 SEP 2025
... equities. In July, GQG revealed assets had hit a record high of US$172.4 billion despite some "short-term relative underperformance". "We have continued to position our portfolios defensively, and as a result, we saw relative underperformance across ...

New J O Hambro chief appointed amid Perpetual refresh

RIDDHIMA TALWANI  |  WEDNESDAY, 10 SEP 2025
... came from JOHCM. Perpetual said JOHCM was experiencing "challenging flow patterns" as a result of its funds' underperformance. At the time of its full year earnings release, Perpetual chief executive Bernard Reilly said the firm has accelerated its ...