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Showing 361 - 370 of 1472 results for "managed funds"

Macquarie advice shift offers mixed results

HARRISON WORLEY  |  FRIDAY, 8 MAY 2020
... high net worth segment". Meanwhile, the firm's assets under management rose by 10%, thanks to investments by managed funds, an acquisition by its asset management arm, and foreign exchange movements. However, those impacts were partially offset by ...

ESG-themed funds fall short of expectations

ELIZABETH MCARTHUR  |  MONDAY, 4 MAY 2020
New Morningstar research comparing the carbon emission risk in managed funds has seen some ethical-themed funds missing out on a low carbon designation. A low carbon designation was awarded by Morningstar to funds with a low carbon risk score for their ...

Aussie funds bleed $4bn in March

KANIKA SOOD  |  WEDNESDAY, 29 APR 2020
Investors redeemed over $3.8 billion from local managed funds in April, in the largest monthly net outflows on record, according to Calastone. So far, November 2018 has been the only month with material net outflows in Australia as investors responded ...

Australian fund regulation below average: Morningstar

ALLY SELBY  |  TUESDAY, 28 APR 2020
Australia has received a below average grade from Morningstar for the regulatory and tax frameworks that its managed funds face. As part of its biannual Global Investor Experience report, the research house assessed the experiences of mutual fund investors ...

BNY Mellon IM boutique heads for ASX mFunds

KANIKA SOOD  |  TUESDAY, 28 APR 2020
... billion for institutional investors in mandates in the same strategy. mFunds is the ASX's marketplace for unlisted managed funds, allowing investors and advisers to buy and sell units in managed fund via a broker on the mFund settlement service. ...

LGIAsuper revises down unlisted assets

KANIKA SOOD  |  FRIDAY, 24 APR 2020
... members, the fund estimated. The new valuations were applied to portfolios on April 21. Superannuation funds and managed funds have been forced to revalue their unlisted assets out of cycle (which is usually quarterly, half-annual, or annual) to reflect ...

Changes to foreign investment rules hurt managed funds

ALLY SELBY  |  TUESDAY, 14 APR 2020
... slammed changes to the foreign investment review framework, arguing they will damage the Australian economy and its managed funds businesses. Atlas Advisors Australia said the new temporary FIRB rules would curb the managed funds industry's ability to ...

Wholesale property fund revises down valuations

KANIKA SOOD  |  TUESDAY, 7 APR 2020
... state governments are having on economic activity," GPT chief executive officer Bob Johnston said. The revisions in managed funds across real assets come after superannuation funds like AustralianSuper and Hostplus have adjusted their valuations for ...

Vanguard launches simplified investment platform

HARRISON WORLEY  |  WEDNESDAY, 1 APR 2020
... straightforward" offer is being delivered alongside a new website, which provides investors with access to a "wide range" of managed funds and ETFs, Australian shares, and an integrated cash account. Vanguard Australia managing director Frank Kolimago ...

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... include managed discretionary accounts, automated record of advice for non-discretionary managed accounts, wholesale managed funds, superannuation and pension portfolios.