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Showing 371 - 380 of 6777 results for "Benchmark"

Don't abandon 60/40: J.P Morgan

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
As the economy enters a period of transition, J.P. Morgan Asset Management (J.P. Morgan) has stressed the long-term advantages of the iconic 60/40 portfolio. The J.P. Morgan Asset Management 2024 Long-Term Capital Market Assumptions (LTCMAs) report ...

On-platform TDPs miss performance test benchmarks, worst on fees: APRA

ANDREW MCKEAN  |  WEDNESDAY, 29 NOV 2023
... superannuation product performance, revealing that most on-platform trustee directed products (TDPs) underperform their benchmark and exhibit higher administration fees. The prudential regulator's analysis based on the 2023 superannuation performance ...

Income fund shuttered by Equity Trustees

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2023
... funds under management - about half what it had in June 2022. Since its 2007 inception, it has failed to outperform the benchmark, achieving 5.08% against the 1-Year Bank Bill Swap Rate's 5.21%. The KFM Income Fund was Kaplan Funds Management's only ...

Private equity, venture capital outperform listed assets: Research

CHLOE WALKER  |  FRIDAY, 24 NOV 2023
Over the past decade, private equity (PE) and venture capital (VC) in Australia have yielded an 18% return on investment compared to 9% for the ASX 100 and 8% for the ASX Small Ordinaries Index in the last decade. According to the Australian Investment ...

Macquarie brings long-awaited ETFs to market

CHLOE WALKER  |  WEDNESDAY, 22 NOV 2023
... managers Shaughn Wilkie and Andrew Vonthethoff. Meanwhile, MQIO aims to outperform the Bloomberg AusBond Bank Bill Index benchmark over the medium term. It is managed by MAM chief investment officer and head of fixed income Brett Lewthwaite, alongside ...

Super funds missing out on rich returns from Aussie agriculture

ANDREW MCKEAN  |  FRIDAY, 17 NOV 2023
... March 2021. The Your Future, Your Super (YFYS) performance test is another investment impairment, as the lack of a clear benchmark for this asset class complicates performance evaluation. "... performance from agriculture is unlikely to closely resemble ...

Super fund fees now at record low: Data

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
... fell from 1.05% to 1.00% over the year to June 2023, a significant reduction. "This is the biggest fall in the MySuper benchmark fee since 2014," Antil said. "Of the MySuper products, fees are now level for retail and not for profit funds." Regarding ...

A-REIT strategies outperform G-REITs

CHLOE WALKER  |  MONDAY, 13 NOV 2023
... management fees and expect some level of outperformance over a reference index or passive strategy that aims to track a benchmark in the long term." On the upside however, the report found 12 out of 27 (around 44%) of A-REIT active strategies delivered ...

Wealth managers shirk cybersecurity priorities

KARREN VERGARA  |  MONDAY, 13 NOV 2023
... in supply chain risk management, data security, and consequence management. Some 34% of small firms do not follow or benchmark against any cybersecurity standard, while 44% do not adequately perform risk assessments on third-party vendors. On a wider ...

Betashares to bring Cash Flow Kings ETF to market

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2023
An ETF focused on companies generating free cash flow is in the works at Betashares, expected to launch later this month. The Global Cash Flow Kings ETF (CFLO) will provide exposure to a portfolio of 200 global companies, not including Australia, that ...