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Showing 11 - 20 of 103 results for "Value Fund"

360 Capital winds up listed equities business

KANIKA SOOD  |  THURSDAY, 19 AUG 2021
ASX-listed 360 Capital has wound up its Active Value Fund and sold Ralton Asset Management, as it exits listed equities. The move follows TGP's decision to focus on higher-margin private equity business. The Active Value Fund was launched in November ...

New equities LIC heads for the ASX

KANIKA SOOD  |  MONDAY, 16 AUG 2021
... to a further $5 million in oversubscriptions. The LIC will mirror the strategy of the 11-year-old Lanyon Australian Value Fund, which returned 24.8% for FY21 after fees while holding over 40% of the fund's assets in cash. The strategy is managed ...

Investment Leadership Awards finalists named

JAMIE WILLIAMSON  |  MONDAY, 17 MAY 2021
... Investments - ClearBridge RARE Infrastructure Income Fund - Hedged Clearbridge Investments - ClearBridge RARE Infrastructure Value Fund - Unhedged Magellan Asset Management - Magellan Infrastructure Fund (Unhedged) Vanguard Investments Australia - Vanguard ...

Value managers fight back: Mercer

KARREN VERGARA  |  TUESDAY, 20 APR 2021
Value fund managers made a highly anticipated comeback in the first quarter of 2021, Mercer's latest analysis of Australian equities performance shows. In the year to March 2021, the Australian Shares Investment Manager Performance Survey revealed ...

Yarra completes acquisition

KARREN VERGARA  |  MONDAY, 12 APR 2021
... 2018, Nikko shut two of its actively managed Australian equity funds following a review. The Nikko AM Australian Share Value Fund and Nikko AM Australian Share Fund were terminated in an effort to "consolidate the product range into a more efficient ...

Prime Value hires from MLC

ELIZA BAVIN  |  WEDNESDAY, 3 MAR 2021
Prime Value has appointed a new director of investor relations and capital raising, hiring from MLC. Philip Morgan is set to take on the position to help boost Prime Value's presence among financial advisers and dealer groups. Morgan was previously ...

Clime consolidates SMAs

ANNABELLE DICKSON  |  MONDAY, 25 JAN 2021
... investment product availability. Project Streamline follows the closure of two retail funds, including the Clime Australian Value Fund in November. The two funds were "deemed uneconomical" and instead investors were offered access to Clime Capital Limited ...

Arowana winds up LIC

KARREN VERGARA  |  THURSDAY, 7 JAN 2021
The Arowana Contrarian Value Fund (CVF) is in the process of winding up and delisting from the ASX after a period of underperformance. The listed investment vehicle flagged in April 2020 that it was "engaging in a detailed strategic review" because ...

RARE Infrastructure rebrands

KARREN VERGARA  |  THURSDAY, 17 DEC 2020
... infrastructure space," he said. RARE's funds will be renamed to the following: ClearBridge RARE Infrastructure Value Fund Hedged (all classes) ClearBridge RARE Infrastructure Value Fund Unhedged ClearBridge RARE Infrastructure Income Fund (all classes) ...

Clime to wind up Australian value fund

KANIKA SOOD  |  TUESDAY, 17 NOV 2020
The 14-year-old fund is headed for the door as asset growth falters. The Clime Australian Value Fund was set up in 2006 (wholesale units followed in 2011) and had $79 million in total assets at June end. It targeted capital growth and a growing level ...