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Showing 21 - 30 of 64 results for "Alphinity"

Index fund tops risk-adjusted rankings

KARREN VERGARA  |  WEDNESDAY, 16 JUN 2021
An index fund beat out active fund managers in the latest RMetrics rankings, topping the list based on returns and risk-adjusted measures. BetaShares' NASDAQ 100 ETF (NDQ) took first place in the latest Rainmaker's latest RMetrics Managed Funds ...

Investment Leadership Awards finalists named

JAMIE WILLIAMSON  |  MONDAY, 17 MAY 2021
... event at Luna Park, Sydney on June 10. For the full list of finalists, see below. Australian Equities - Active Core Alphinity Investment Management - Alphinity Sustainable Share Fund Greencape Capital - Greencape Broadcap Fund Invesco Australia - Invesco ...

Institutional mandates shrink

KANIKA SOOD  |  FRIDAY, 23 APR 2021
... each), with smaller wins in cash, fixed income and Australian equities. It was followed by Macquarie ($2.4 billion), Alphinity ($2.1 billion), Lend Lease ($2 billion), First Sentier ($1.7 billion), WMC ($1.5 billion) and Robeco ($1.5 billion). Rainmaker's ...

Alphinity portfolio manager resigns

KANIKA SOOD  |  TUESDAY, 16 MAR 2021
One of the four portfolio managers for Alphinity Investment Management's global equities fund has resigned. Lachlan MacGregor co-managed the Alphinity Global Equity Fund with Jonas Palmqvist, Jeff Thomson and Nikki Thomas. He joined the firm in ...

Boutique manager hires from Talaria

ANNABELLE DICKSON  |  MONDAY, 8 MAR 2021
Alphinity Investment Management has appointed Talaria's former director of business development as a client portfolio manager, to serve as a link between the investment and distribution teams. Elfreda Jonker was previously director of business development ...

Colonial Super Retirement Fund rejigs managers

KANIKA SOOD  |  WEDNESDAY, 3 MAR 2021
... First Sentier's Australian Share will replace CFS Wholesale Australian Share Fund and CFS Wholesale Imputation Fund. Alphinity Concentrated Australian Shares is taking Ausbil's spot, among other changes in the asset class. In Australian small ...

Australian equities funds downgraded

ANNABELLE DICKSON  |  MONDAY, 1 MAR 2021
... fund's investment process "can exploit market inefficiencies" over the medium term. Morningstar commenced coverage of the Alphinity Sustainable Share and Ausbil Active Sustainable Equity funds, which both received a bronze rating.

AFCA chair under fire

ELIZABETH MCARTHUR  |  THURSDAY, 18 FEB 2021
... million and EBITDA down 99% to $4.4 million. Crown did not declare an interim dividend. Speaking to Financial Standard, Alphinity portfolio manager Bruce Smith said he isn't sure how Coonan sailed through the NSW inquiry into Crown - which found ...

Global equities continue to soar: Report

KARREN VERGARA  |  THURSDAY, 21 JAN 2021
... the Aussie dollar appreciating against the USD, as well as the continued rise in tech stocks. In terms of products, Alphinity's Sustainable Share Fund ranked number one among Aussie equities active core products. Greencape's Broadcap Fund and Macquarie's ...

Best managed funds, ETFs named

STAFF WRITER  |  FRIDAY, 4 DEC 2020
Too many funds, which one to pick? Money magazine's annual Best of the Best Awards recognise the standout performers. The 2021 awards looked at the top-five across 12 unlisted fund categories and separately, three ETP categories. To win funds needed ...