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Showing 21 - 30 of 233 results for "Aussie equities"

Magellan targets $100bn in five years

JAMIE WILLIAMSON  |  THURSDAY, 20 OCT 2022
... capabilities it will focus on for near term growth. These are its Core Series format, the energy transition and small cap Aussie equities. He also added that it will grow beyond these capabilities. "We will be looking for opportunities to invest in experienced ...

Martin Currie introduces Aussie equities strategy

ANDREW MCKEAN  |  THURSDAY, 18 AUG 2022
Martin Currie Australia, the active equity specialist investment manager of Franklin Templeton, has launched an Active Insights strategy that focuses on fundamental analysis. The Active Insights strategy employs a unique process to capture outperformance ...

Magellan FUM drops again

JAMIE WILLIAMSON  |  FRIDAY, 8 JUL 2022
... is comprised of $33.3 billion in global equities, $20.1 billion in infrastructure equities and $7.9 billion in Aussie equities. At May end, Magellan had $65 billion and three months prior it had $70 billion. Net of reinvestment, Magellan said its funds ...

IFM Investors launches climate transition fund

JAMIE WILLIAMSON  |  THURSDAY, 23 JUN 2022
... said it expects the Climate Transition Fund will have broad appeal among investors looking to decarbonise their Aussie equities portfolios and reduce climate risk without taking on significant tracking error and fees. It has already received investment ...

Top Aussie equities funds revealed

JAMIE WILLIAMSON  |  FRIDAY, 13 MAY 2022
... Vanguard Australian Shares High Yield Fund followed closely on 11.7%. For the 12 months to March end, large cap Aussie equities funds achieved a median return of 14.7% while income equities saw 14.3% and smalls caps saw 11.6%. The highest sector median ...

Disclosure lacking in common ownership: Committee

JAMIE WILLIAMSON  |  FRIDAY, 18 MAR 2022
... in 2019 BlackRock, State Street and Vanguard owned 14% of the issued capital of the ASX 200, while the value of Aussie equities owned by super funds apparently grew by 50% between September 2012 and March 2021 to $467 billion. Increased concentration ...

HESTA pushes forward with internalisation

ELIZABETH MCARTHUR  |  THURSDAY, 17 MAR 2022
... not-for-profit super funds might not be able to offer the largest salaries in what is traditionally a well-paid field. The Aussie equities team at HESTA is now finalised, with seven joining the team. Steven Semczyszyn, formerly chief investment officer ...

Aussie small-cap fund returns 40%

KARREN VERGARA  |  FRIDAY, 11 MAR 2022
... Property Industrial (41.1% p.a.) make up the top 10. Five out of the 10 are international equity strategies, two are Aussie equities and property respectively, while one is an alternative strategy.

Switch to value could hurt super: Research

JAMIE WILLIAMSON  |  MONDAY, 7 MAR 2022
... stocks was, or the size of the value premium. In January 2022, the value premium was 8.5 percentage points in Aussie equities and 8.3 percentage points in international equities. Locally, this was the fourth greatest monthly value premium in the past ...

Advisers optimistic for 2022: Research

JAMIE WILLIAMSON  |  FRIDAY, 26 NOV 2021
Financial advisers expect Aussie equities to deliver capital gains of 3.5% over the next 12 months, according to new research. The latest study from Investment Trends shows financial advisers are much more optimistic about local shares than they were ...