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Showing 291 - 300 of 4616 results for "Holding"

GQG assets hit record high despite underperformance

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
GQG Partners' assets jumped $4 billion to reach a record high of US$172.4 billion for the 2025 financial year despite experiencing "short-term relative underperformance". "We have continued to position our portfolios defensively, and as a result ...

RBA delivers 'confounding' rates decision

ELIZA BAVIN  |  TUESDAY, 8 JUL 2025
... the central bank's caution was understandable. "There is still significant uncertainty in the economy and that is holding back household expenditure and businesses investment. This sentiment won't change overnight, and lower interest rates alone ...

Prime Value expands microcap fund

ELIZA BAVIN  |  MONDAY, 7 JUL 2025
Prime Value Asset Management is opening its Prime Value Microcap Fund to retail investors. Prime Value said the fund is a newly launched retail offering, built on the same investment strategy and managed by the same team behind the former SIV Emerging ...

Scientific Beta offers portfolio solution to institutional investors

ANDREW MCKEAN  |  WEDNESDAY, 2 JUL 2025
Index solutions provider Scientific Beta said 'completion portfolios' can be used by institutional investors to address unintended alignments in their portfolio positioning. Scientific Beta's research showed that even the most meticulously designed ...

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
AMP North has partnered with BlackRock and Lonsec to launch a model portfolio offering. North introduced its "market first" 'Blend' capability today, which enables advice practices to customise assets within model portfolios. The latest model portfolios ...

MLC AM delivers real returns for members in FY25

KARREN VERGARA  |  MONDAY, 30 JUN 2025
... with the outcome amidst the tariff threats and geopolitical tensions. What helped drive the strong returns, he said, was holding onto listed equity weights close to the benchmark over the year, "which doesn't sound that exciting, but it was actually ...

SMSFs' risk appetite to change under Division 296: Wilson

MATTHEW WAI  |  MONDAY, 30 JUN 2025
... "paramount concern" due to the illiquid nature of small and venture capital investments. This creates a hurdle for SMSFs holding onto these assets to pay the unrealised gains tax, forcing them to sell other liquid assets, or worse - "attempt a premature ...

Legalsuper celebrates double digit returns

JAMIE WILLIAMSON  |  FRIDAY, 27 JUN 2025
Legalsuper expects to close out the financial year with a return of more than 11% for its MySuper product. The super fund predicts FY25 will see a return of at least 11% for its MySuper Balanced option, while the High Growth option should return about ...

First Super deputy CEO jumps ship

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... operations support to its 24,000 members across Australia. Boucher has spent nearly two decades in the superannuation sector, holding leadership roles at Cbus and ESSSuper where she focused on marketing, member experience, digital transformation and ...

Pension leaders urge US 401(k) plans to embrace private markets

ANDREW MCKEAN  |  THURSDAY, 26 JUN 2025
... now top $60 trillion globally. This figure is expected to double within the next 15 years. While the US still dominates, holding two-thirds of global DC assets, international systems are fast catching up - not only in scale, but in the sophistication ...