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Showing 11 - 20 of 5587 results for %22Australia benchmark%22

Morningstar equities research lead departs

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2024
... its value. Driven by the oil crisis, it followed the resignation of Richard Nixon due to Watergate. During this time Australia's Southern Cross won the America's Cup, and it was a great time to be an Aussie in the US, Warnes said. He said this period ...

Low investor demand sees equities funds wound up

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2024
... Total Return Index, investing in mid- and large-cap stocks. It has a three-year annualised return of 6.16% versus the benchmark's 9.56%. Meantime, the Paradice Global Emerging Markets Fund is also being wound up "as soon as practicable." "Emerging market ...

Large-cap equity funds continue underperformance: SPIVA

KARREN VERGARA  |  FRIDAY, 1 MAR 2024
... 2018 when 86% of them failed to match or outperform the S&P/ASX200, which returned 12.4% per annum, SPIVA's 2023 Australia scorecard revealed as the index. They also fared worse than the long-term average of 60%. S&P Dow Jones Indices APAC director ...

Fidelity launches global bond fund

CHLOE WALKER  |  WEDNESDAY, 28 FEB 2024
... managing the fund since August 2017. "The launch of the Fidelity Global Bond Fund further expands our service offering in Australia, providing investors with investment choice and diversification, and access to our global investment capabilities," Fidelity ...

APRA proposes updated operational risk financial requirements

ANDREW MCKEAN  |  TUESDAY, 20 FEB 2024
... guideline target amount for the ORFR of 25 basis points of funds under management. It added that this standard industry benchmark provides confidence that financial resources would be available to respond to a material operational risk incident if needed ...

GQG records US$10bn in inflows, eyes Abu Dhabi office

ANDREW MCKEAN  |  FRIDAY, 16 FEB 2024
... managing director of global distribution Steve Ford emphasised the firm's strong commitment to investor relations in Australia. He highlighted GQG's leading position as the "top asset raiser" for global equity funds in Australia over a three-year span. ...

Investment Trends ranks top five platforms

ANDREW MCKEAN  |  THURSDAY, 15 FEB 2024
... Meanwhile, Investment Trends director Paul McGivern observed a disparity in net flows into platforms between the UK and Australia. "We can't help but attribute - at least in part - the strong performance of Australian platforms to the agility in identifying ...

J.P. Morgan Asset Management enhances adviser portal

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
... tool has been available to advisers in the US for some time, and JPMAM said it believes now is the time to bring it to Australia. "It provides observations and insights into what is driving risk and return, leading to a more complete analysis of portfolios ...

Actively managed, ESG funds top 2023 outflows

KARREN VERGARA  |  TUESDAY, 6 FEB 2024
... pressure on fees, at a time when investors are demanding faster and more modern investment experiences," Calastone head of Australia and New Zealand Marsha Lee said. Over the last five years, passive fund inflows totalled $82 billion (US$53bn) compared ...

BlackRock iShares adds to factor ETFs

JAMIE WILLIAMSON  |  MONDAY, 5 FEB 2024
... ETFs to its range of iShares Factor ETFs. They will also be the first of the manager's products to be listed on Cboe Australia. BlackRock iShares is introducing three new ETFs later this month, while also making changes to its existing iShares MSCI World ...