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Showing 331 - 340 of 4937 results for "fees"

Tyndall bolsters small cap team

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025
... small companies franchise. Since 31 December 2024, the small caps business has delivered an annual return of 15.41% before fees since its inception, outperforming its benchmark by 5.52%. "Josh's appointment underscores Tyndall AM's ongoing commitment ...

Regal FUM hits record high

MATTHEW WAI  |  WEDNESDAY, 22 JAN 2025
... demand" across credit and royalties, and real and natural assets. The results come after Regal announced its performance fees in the second half of last year, earning a whopping $25 million throughout the period.

ETFs, global equities dominate retail portfolios: Data

MATTHEW WAI  |  TUESDAY, 21 JAN 2025
... surging, Investment Trends said. The report also indicates that 47% of investors select their broker based on brokerage and fees, and up to 18% are unaware of FX fees charged by their international equities platforms. Investment Trends senior analyst ...

Super admin providers face reckoning in 2025: Finura

KARREN VERGARA  |  MONDAY, 20 JAN 2025
... Peter Worn told Financial Standard that pricing issues - when super funds for many years strived to drive down administration fees as much as possible - have played a major part in the trend. "But they almost have now got to a point where they have become ...

MA Financial readies first LIT for launch

MATTHEW WAI  |  MONDAY, 20 JAN 2025
... risk-adjusted target return of the RBA Cash Rate + 4.25% per annum over a rolling 12-month period (pre-tax, net of management fees and costs). Investors can benefit from exposure to an underlying $3.7 billion portfolio of 165 private credit investments ...

Mason Stevens rolls out super admin fee changes

MATTHEW WAI  |  WEDNESDAY, 15 JAN 2025
Mason Stevens Super has made a slew of changes to administration fees, while also adjusting the expense recovery fee and account keeping fee from February 14. In what is the first change to fees since the product's 2017 inception, Mason Stevens ...

Magellan names interim chief financial officer

ELIZA BAVIN  |  TUESDAY, 14 JAN 2025
... and we wish her all the best in her future endeavours," Formica said. Meantime, Magellan earned $6 million in performance fees in the last six months of 2024 and FUM dipped to $38.6 billion in December from $39.1 billion in November. Net outflows of ...

Vision Super to drop fees upon merger

ELIZA BAVIN  |  MONDAY, 13 JAN 2025
Vision Super has told members administration fees will be lowered once it has completed the merger with Active Super. Vision Super said after the successor fund transfer (SFT) on 1 March 2025, administration fees will drop from $78 per annum to $66.04 ...

CFS delivers 16.6% returns for growth members

MATTHEW WAI  |  MONDAY, 13 JAN 2025
... strong returns for our MySuper members," chief investment officer Graeme Miller said. "We know that strong performance, low fees and good customer service are important to our members, and we are pleased to be consistently delivering in each area." Although ...

Platinum AUM inches to $11bn

KARREN VERGARA  |  FRIDAY, 10 JAN 2025
... closed to new members. The option will terminate on or around 18 February 2025. Platinum did not report on any performance fees earned during the last six months of 2024, other than saying they were "insignificant". Meanwhile, its peers Regal Partners ...