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| | | ... which is owned by Euroz Hartleys Group. WIC has the same management structure, but invests in small to mid-cap ASX listed stocks. It has returned 12.9% p.a. since inception in 2005. WAM chair Geoff Wilson said the growth of the LIC sector through corporate ... |
| | | | ... markets today is sustainability," Gray said. "Globally there are 28,000 companies listed.We have identified a universe of stocks that are set to benefit from positive change across sectors including health and wellbeing, carbon reduction, innovation ... |
| | | | ... exchange-traded fund on the ASX. The Fidelity Global Demographics Fund listed on the ASX as FDEM. It invests in up to 70 global stocks and aims to beat the MSCI All Country World Index NR. Established in 2012, the fund is jointly managed by UK-based ... |
| | | | ... degrees excludes much-needed expertise. "In stockbroking, there are advisers with medical degrees who are experts on health stocks, or geologists who are experts on resource stocks, yet their degrees are not recognised," she said. "And of course, many ... |
| | | | ... incorporating 50 years of factor investing research." The fund uses a quantitative stock selection strategy which ranks stocks according to sustainability criteria as well as expected future relative performance using the factors value, quality, and ... |
| | | | ... additional alpha from selective short positioning," he said. "The fund seeks to assess the underlying business fundamentals of stocks, forming a view on the long-term value of these businesses, and investing in those that are undervalued." The fund will ... |
| | | | ... positions. "This occurs not because fixed-income securities are expected to perform particularly well but instead because of stocks' volatility. When equities post gains that exceed 10% annually, their returns overcome their extra risks. However, at ... |
| | | | ... considering an anti-SRI ETF Zenith looked at the Advisor Shares VICE ETF - which invests in liquor, gambling and tobacco stocks. It found the VICE ETF consistently underperformed the MSCI World benchmark. "Zenith believes the stark performance differential ... |
| | | | ... on year to $922.9 billion. Some 56% of assets are allocated to equities, split between Aussie equities (21%) and global stocks (30%). An analysis from Rainmaker Information shows about 60% of all MySuper products reduced their fees last financial year ... |
| | | | ... concentrated in mining and financials than its global peers, high commodity prices and the removal of dividend limits from banking stocks have supercharged its Q3 performance," Janus Henderson client portfolio manager on the global equity income team ... |
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