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Showing 371 - 380 of 1002 results for "Accumulation"

Platypus distribution director departs

KANIKA SOOD  |  THURSDAY, 8 NOV 2018
... September 2018, the fund produced a return of 26.69% (wholesale units) outperforming its benchmark, the S&P/ASX 300 accumulation index, by 12.66% after fees and expenses. Lonsec said Platypus's fund has a persistent growth style, concentrated approach ...

Government super fund adds engagement lead

JAMIE WILLIAMSON  |  WEDNESDAY, 7 NOV 2018
... Leroy join us, particularly as we're celebrating five years of significant growth in size - year on year - of our accumulation fund." "Zong and Leroy bring strong investment capability to the fund, which will help us continue to deliver the best possible ...

Asset manager shutters two funds

KARREN VERGARA  |  MONDAY, 5 NOV 2018
... sustainable." The Nikko AM Australian Share Value Fund launched in August 1987, benchmarked against the S&P/ASX 200 Accumulation Index. Investors with a minimum $2000 could invest in the fund that allocated proceeds mainly in financials, materials and ...

WDE board pushes for takeover

KARREN VERGARA  |  THURSDAY, 27 SEP 2018
... invests predominately in ASX-listed entities in addition to derivatives and cash. It aims to outperform the S&P/ASX 300 Accumulation Index by investing in a diversified portfolio of Australian shares. WAM Capital said WDE's investment manager has ...

Don't use multiple SMSFs to dodge tax: ATO

KANIKA SOOD  |  FRIDAY, 21 SEP 2018
... "emerging issue," according to O'Halloran. He gave an example of this. "If the individual repeatedly switches between accumulation and retirement phase in these funds to ensure that large gains and income are always incurred by assets in the retirement ...

Pengana merger pays off for WHSP

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
... results for shareholders with a total shareholder return for the year of 27.5% (outperforming the All Ordinaries Accumulation Index by 12.6%)," he said. "Over the past 15 years, an investment in WHSP has increased by more than five times while the index ...

BNP Paribas launches Aussie equities trust

KANIKA SOOD  |  WEDNESDAY, 5 SEP 2018
... Management has launched a new benchmark-insensitive Australian equities trust that will aim to beat the S&P/ASX 300 accumulation index by 6% per annum, over rolling five-year periods. With JCP Investment Partners appointed as investment manager, the ...

Drought-hit farmers turn to advice

KANIKA SOOD  |  MONDAY, 3 SEP 2018
... While frost-affected farmers stuck to their Wesfarmers stocks, some were able to draw from superannuation either in accumulation stage or through early-release. When the frost hit we were able to advise our farming clients to run their insurance, household ...

WAM Capital announces LIC takeover bid

KARREN VERGARA  |  FRIDAY, 31 AUG 2018
... invests predominately in ASX-listed entities in addition to derivatives and cash. It aims to outperform the S&P/ASX 300 Accumulation Index by investing in a diversified portfolio of Australian shares. WAM Capital said WDE's investment manager has ...

Industry fund cuts admin fee

KANIKA SOOD  |  THURSDAY, 30 AUG 2018
... also be reduced by a 15% tax rebate passed on to members," UniSuper said in a statement. The changes only apply to accumulation products. They come into effect October 1. UniSuper members with balances higher than $4800 will continue to pay the flat ...