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Showing 21 - 30 of 307 results for "Accumulation Index"

Soul Patts sees profits slide 28%

ELIZA BAVIN | THURSDAY, 26 SEP 2024

... past 20 years, we have delivered total shareholder return of 11.7% per annum, outperforming the All Ordinaries Accumulation Index by 3%. "Soul Patts continued to increase dividends since 2000 at a CA GR of 9.6%. This long-term outperformance along with ...

WAM tells investors it 'got the call wrong'

ELIZA BAVIN | TUESDAY, 17 SEP 2024

... Leaders portfolio, which returned just 2.8% in the 2024 financial year versus a 12.1% rally by the S&P/ASX 200 Accumulation Index. Haupt blamed the underperformance on positions in Star Entertainment and troubled glass bottles and cans maker Orora. Haupt ...

End of the road for three Franklin Templeton funds

KARREN VERGARA | TUESDAY, 3 SEP 2024

... Information. It aimed to earn an after-fee return in excess of its benchmarks that included the S&P/ASX 200 Accumulation Index and Bloomberg AusBond Composite 0+ Yr Index over rolling three-year periods. The fund launched on 30 May 2014. The Martin Currie ...

WAM Active returns 30%, beats indices

KARREN VERGARA | WEDNESDAY, 28 AUG 2024

... unitholders, trumping its benchmarks in the last financial year. WAA beat its reference indices S&P/ASX All Ordinaries Accumulation Index by 13.3% and the Bloomberg AusBond Bank Bill Index (Cash) by 21.4%. A large portion of the portfolio is invested ...

NovaPort Capital team calls it a day

JAMIE WILLIAMSON | TUESDAY, 21 MAY 2024

... million. Over three years, the NovaPort Microcap Fund outperformed its benchmark, the S&P/ASX Small Ordinaries Accumulation Index, delivering 1.71% against the index's 0.02%. Meanwhile, the Smaller Companies Fund delivered 2.43% against the same benchmark. ...

Forager schedules LIT delisting

KARREN VERGARA | MONDAY, 8 APR 2024

... mulled over "what the perfect future structure looks like". FOR aimed to outperform the S&P/ASX All Ordinaries Accumulation Index over a rolling five-year period with a concentrated portfolio of ASX-listed stocks. It returned 19.76% in the year to March ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON | TUESDAY, 12 MAR 2024

... recorded improved growth in the second half of 2023 with a 7.6% increase in the value of the ASX / S&P 200 Accumulation Index, giving an annual growth rate of 12.11% in 2023," Milliman practice leader, Australia Victor Huang said. "The subsiding inflation ...

WAM launches unit trust, names RE

CHLOE WALKER | TUESDAY, 24 OCT 2023

... to be made available outside of the LIC structure. To August end, this strategy outperformed the S&P/ASX 200 Accumulation Index by 5.2% per annum since inception. EQT executive general manager, corporate and superannuation trustee services Andrew Godfrey ...

Three actively managed funds shutter

KARREN VERGARA | FRIDAY, 20 OCT 2023

... is shuttering after 14 years. It returned 11.6% in the year to June 2023 and aimed to beat the S&P/ASX 300 Accumulation Index. Total returns since inception stood at 7.9% as at September. The fund's responsible entity Australian Unity said it has ...

Managed accounts FUM hits $162bn

KARREN VERGARA | TUESDAY, 5 SEP 2023

... the increase to the steady growth in investment markets during the first half of 2023, with the ASX/S&P 200 Accumulation Index rising 4.51%. "Volatility has trended downwards in the first half of 2023 for the US and Aussie markets, with Europe peaking ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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