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Showing 11 - 20 of 4866 results for %22managed funds%22

UK forewarns Australia on wholesale test changes

KARREN VERGARA  |  THURSDAY, 23 MAY 2024
... a certification to be used as an alternative qualification method will address the core purpose behind this review of managed investment schemes (protecting consumers) while avoiding the negative impact on start-ups as well as avoiding exacerbating wealth ...

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
The number of self-managed super funds (SMSFs) using advisers has reached a new low, with the proportion of SMSFs using advisers falling to 23% from 27% in the past 12 months, according to a Vanguard/Investment Trends report. The number of SMSFs without ...

PrimaryMarkets launches new financial adviser channel

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
... of investment opportunities, including unlisted companies, many of which are pre-IPO, as well as open and closed managed funds. It also allows users to sell shares in unlisted companies or units in managed funds, providing liquidity where it would otherwise ...

Fidelity confirms active ETFs to launch in coming weeks

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAY 2024
... launching more of our top strategies through this vehicle." They will sit alongside the Fidelity Global Emerging Markets Fund (Managed Fund) on the ASX. Meantime, the Fidelity Global Demographics Fund which was added to the ASX in 2021 will be delisted ...

ASIC cancels Everest Asset Management's AFSL

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2024
... contravene its obligations as an AFS licensee in the future. Under the AFSL, Everest had authority to advise and deal in managed investment schemes. "Under the Corporations Act, ASIC may suspend or cancel an AFS licence if a licensee fails to meet its ...

NovaPort Capital team calls it a day

JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2024
... 2018. However, later that same year its funds under management took a nosedive, essentially halving, and while the team managed to claw some of it back during 2019 and 2020, it's been in steady decline since December 2020. The NovaPort Microcap Fund ...

Super funds to solve the housing crisis?

ANDREW MCKEAN  |  TUESDAY, 21 MAY 2024
... principally used their houses as a savings vehicle since they didn't have superannuation, and that generation has managed well. "This is going to be a contested debate, but ultimately, we think that if you can find a way to get people onto the property ...

Fidelity shutters, delists funds

KARREN VERGARA  |  TUESDAY, 21 MAY 2024
... Fidelity International is terminating an international fixed interest strategy that failed to scale, as well as delisting a managed fund. The Fidelity Global Short Duration Income Fund focuses on investment-grade and high-yield corporate bonds that have ...

Seven fund managers scoop up First Sentier mandates

KARREN VERGARA  |  MONDAY, 20 MAY 2024
... management. Macquarie Investment Management is set to take home three new mandates. FSI's Developing Companies (via CFS Managed Investment Fund product) will be replaced with the Macquarie Australian Emerging Companies strategy. The First Sentier ...

FAAA calls for 'fairness' ahead of Budget

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
... deductible to consumers. Such a concession could be effectively targeted to those with the most need, and budget costs managed, in a number of ways - such as by introducing the deduction with a capped amount (such as $3,000) that could be claimed in ...