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Showing 311 - 320 of 1082 results for "fixed interest"

Asset manager seeks to demystify hybrids

ALEX BURKE  |  FRIDAY, 29 SEP 2017
... RAM last year. He said that he is more or less doing the same thing in his new role overseeing RAM's Diversified Fixed Interest & Credit SMA and the Australian Listed Interest Rate Securities SMA, but with the added liquidity and diversification benefits ...

SPIVA again scores active versus passive debate

ALEX BURKE  |  WEDNESDAY, 27 SEP 2017
... Developed Ex-Australia LargeMidCap Index. In bonds, 66% and 64% of funds underperformed the S&P/ASX Australian Fixed Interest 0+ Index on an absolute and risk-adjusted basis. A-REIT funds performed much better on average, with 88% of funds outperforming ...

Infocus subsidiary adds to multi-manager suite

ALEX BURKE  |  WEDNESDAY, 23 AUG 2017
... following asset classes: large cap Australian equities, mid-to-small-cap Australian equities, global equities, fixed interest securities, property securities, infrastructure securities and alternatives.

Contribution caps cause SMSF cash surge

ALEX BURKE  |  THURSDAY, 17 AUG 2017
... year, according to SuperConcepts research. As at June 30, the average SMSF comprised 19.8% cash (up from 18%), 12% fixed interest (down from 12.7%), 35.4% Australian equities (down from 36.7%), 13.1% global equities (up from 12.9%), 19.3% property (up ...

Roaring forties produce super member tailwinds

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
... growth assets have performed very well with market returns in the double digits. Defensive asset classes such as fixed interest added little to portfolio returns due to increases in long term interest rates." "Consequently we have added alternative investment ...

Vanguard recruits former industry fund CIO

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2017
... interest-bearing assets in 2014. Artis' career in superannuation spans almost 20 years, having also served as head of fixed interest and cash at Telstra Super between 2008 and 2014, is a former general manager, retirement and member services for Vision ...

In-house investment bears fruit for AustralianSuper

DARREN SNYDER  |  FRIDAY, 28 JUL 2017
... question the fund's asset allocation decisions which "to date have been pretty good." "AustralianSuper has about 3% in fixed interest securities and the average super fund is 12 to 13%. We plead guilty to that and to receiving the benefits of that decision," ...

Real Asset Management embraces SMAs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... Management now offers two separately managed account strategies. Available via Macquarie Wrap, RAM's Diversified Fixed Interest & Credit SMA and its Listed Interest Rate Securities SMA strategies are concentrated on tax-effective income generation in ...

Private Portfolio Managers launch SMAs

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUL 2017
... investment horizon of more than five years, with some volatility. The SMA comprises Australian equities (70-98%) and fixed interest and cash (2-30%) and requires a minimum investment of $20,000. According to PPM, the SMA is constructed without consideration ...

Mystery buyer for $800m Aussie bond record

EMMA RAPAPORT  |  THURSDAY, 6 JUL 2017
... entire offering. The bonds were sold at a yield of 2.27% and are scheduled to mature on 21 April 2029. Elsewhere in fixed interest, the Legg Mason Western Asset Australian Bond Trust recently received the highest rating from Zenith Investment Partners ...