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Showing 11 - 20 of 667 results for %22Small Companies Funds%22

Large-cap equity funds continue underperformance: SPIVA

KARREN VERGARA  |  FRIDAY, 1 MAR 2024
... in 2018 and 20% in 2023 - which is below the average of 22% for the long-term period between 2007 and 2023. In the mid-to-small-cap space, 64% of actively managed funds beat the index which gained 7.8% in 2023. Meanwhile, active bond managers had an ...

Bloom Impact, MSC pulled up for greenwashing

RACHEL ALEMBAKIS  |  THURSDAY, 29 FEB 2024
... said. For its part, Cache expressed disappointment. "We are disappointed that a difference of opinion in relation to a very small position held by the fund has resulted in an extensive and onerous investigation, enforcement action and ultimately the ...

Online investor participation declines

ANDREW MCKEAN  |  TUESDAY, 6 FEB 2024
... as either novice or advanced beginners. Delving into their investment choices, 30% have most recently allocated funds to small-cap stocks, primarily influenced by the goal of reaching a savings target. Moreover, the median time for making investment ...

Super funds defend controversial weapons holdings

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... fund "monitors and assesses geopolitical events, risks and their potential impacts on our portfolio." HESTA said it had a small holding at the end of June 2023 but no longer does. The changes, HESTA said, will be reflected in the 31 December 2023 period ...

Hyperion leads as top Australian shares fund manager: Mercer

ANDREW MCKEAN  |  WEDNESDAY, 31 JAN 2024
... majority of the top 10 spots for the 2023 calendar year were taken by growth managers, who benefitted from exposure to companies tied to AI, including technology names and data centres such as Goodman Group and NextDC," Mercer head of equities Shannon ...

Gender pay gap reporting to be scrutinised

ROSE MARY PETRASS  |  WEDNESDAY, 31 JAN 2024
From tomorrow, Australian companies with 100 or more staff must publish the median pay gap between their male and female employees. While it sounds simple enough, some experts believe corporates are not prepared for what's to come. The Workplace ...

Bragg proposes super fund reforms to protect retail investors

ANDREW MCKEAN  |  WEDNESDAY, 10 JAN 2024
... obligations which would bring any dodgy deals to light, and the measures taken by large investors to protect the interests of small investors would be known," Bragg said. He cited the AustralianSuper and Origin case as an example where the proposed changes ...

Former director sentenced to over four years imprisonment

ANDREW MCKEAN  |  THURSDAY, 21 DEC 2023
... South Wales. He misled the victims by promising that their funds would be invested in property developments, however, only a small portion was invested accordingly. Meanwhile, from 14 July 2016 to 23 December 2019, Naseeruddin further exploited his position ...

Local investors continue to flock to ETFs: VanEck

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
... were the top investment choice for 65% of respondents, with international shares following closely at 50%. Meanwhile, a small minority (14%) have no investment plans for next year. VanEck noted that these investment trends closely mirror last year's ...

Gender pay gap a crucial diversity metric: FSI

RACHEL ALEMBAKIS  |  FRIDAY, 1 DEC 2023
Improving reporting on gender pay gap and gender diversity will help investors assess where companies are addressing gender-based equality and inclusion and set the stage for engagement on diversity measures beyond gender, according to First Sentier ...