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Showing 301 - 310 of 10154 results for "Index"

One more vote needed for $3m super tax

MATTHEW WAI  |  THURSDAY, 6 FEB 2025
Despite being dropped from the Senate program today, the Better Targeted Superannuation Concessions Bill could soon be a reality, with the government needing to secure just one more supporter. The Bill was supposed to be debated in the Senate today ...

Fixed income drives managed fund surge

ROSE MARY PETRASS  |  THURSDAY, 6 FEB 2025
... value, over a quarter of US market capitalisation and equivalent to the total stock markets of Europe and the UK combined. Index tracking equity funds saw inflows of $26.9 billion while $21.5 billion was withdrawn from actively managed counterparts. ...

Wilson Asset Management launches Founders Fund

ANDREW MCKEAN  |  TUESDAY, 4 FEB 2025
... founder-led companies have returned 21.6% per annum over seven years, outperforming the S&P/ASX All Ordinaries Accumulation Index (9.2%). The documents said the fund will invest in "exceptional founder-led businesses," predominantly listed on the ASX. ...

TenCap hedge fund eyes $3bn AUM

KARREN VERGARA  |  MONDAY, 3 FEB 2025
... 2025. Liu is confident that a rate cut will be announced, judging from the most recent inflation data. The Consumer Price Index (CPI) rose 0.2% in the December quarter and 2.4% annually. Meanwhile, annual trimmed inflation fell to 3.2%, which is notably ...

The regulatory pendulum has swung too far: FSC

ANDREW MCKEAN  |  FRIDAY, 31 JAN 2025
... the incidence of the tax, who it will actually impact, is young Australians as a result of the deliberate decision not to index the $3 million threshold." Of the 500,000 working Australians who'll be impacted by this tax during their lifetime, 400,000 ...

Transfer balance cap to rise on July 1

JAMIE WILLIAMSON  |  THURSDAY, 30 JAN 2025
While the official word will come from the Australian Taxation Office (ATO) in March, the December 2024 inflation figures released by the Australian Bureau of Statistics (ABS) yesterday confirmed the indexation of the cap. Currently $1.9 million, from ...

Best Australian share funds of 2024: Mercer

ANDREW MCKEAN  |  THURSDAY, 30 JAN 2025
... structures its portfolios with the security weightings determined by forecasted long-term risk adjusted returns rather than index weightings. Without an index constraint, it added, the fund can focus on its clients' requirement of long-term wealth ...

CPI nears RBA's target range, but rate cut remains in doubt: Experts

MATTHEW WAI  |  WEDNESDAY, 29 JAN 2025
The consumer price index (CPI) rose 0.2% in the December quarter and 2.4% annually, the Australian Bureau of Statistics (ABS) has revealed. The most significant price rises in the quarter were recreation and culture (+1.5%), and alcohol and tobacco ...

Martin Currie adds to active ETF stable

KARREN VERGARA  |  TUESDAY, 28 JAN 2025
A new Martin Currie active ETF, which invests in local and global real asset securities, was admitted on the ASX today under the ticker R3AL. The Martin Currie Real Income Fund - Active ETF aims to provide a pre-tax income yield above the S&P/ASX 200 ...

Climate funds see first year of outflows

ROSE MARY PETRASS  |  FRIDAY, 24 JAN 2025
... large-blend equity funds was 20.7% in 2024 - compared to 21.5% for conventional funds and 24.1% for the Morningstar US Market Index. US sustainable funds were shaken by the political climate, said Bioy. "In a critical election year, the backlash against ...