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Showing 21 - 30 of 239 results for "Australian Equities Fund"

Active funds continue underperformance

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 MAR 2022
S&P Dow Jones Indices SPIVA Australia Scorecard has revealed just over half of Australian equities funds beat their benchmarks last year, with active funds underperforming. Last year, just over half of Australian funds in the Equity General and Equity ...

Aussie small-cap fund returns 40%

KARREN VERGARA  |  FRIDAY, 11 MAR 2022
... Companies Fund delivered the best result of 21.7% p.a. Bennelong came second and third place for its Australian Equities Fund (19.5% p.a.) and Concentrated Australian Equities Fund (19.2% p.a.). The comparable benchmark, the S&P ASX 200 Accumulation ...

L1 Capital ends Channel Capital deal

ELIZABETH MCARTHUR  |  MONDAY, 31 JAN 2022
... L1 Capital Global Opportunities, L1 Capital International Fund, L1 Capital Catalyst Fund, L1 Capital Australian Equities Fund, and the L1 Capital U.K. Residential Property Fund. L1 Capital thanks Channel Capital for its partnership.

Boutique creates distribution lead role

KARREN VERGARA  |  TUESDAY, 7 DEC 2021
... Antares Equities veteran Richard Nixon joined Quest AP as portfolio manager to oversee the Long Short Australian Equities Fund, which launched two months later. The fund has returned 45% in the year to October, beating its benchmark's 28%; it has about ...

Unlisted unit trust conversions boost ETP sector

KARREN VERGARA  |  MONDAY, 15 NOV 2021
... in November 2020, adding about $13 billion to the sector. AllianceBernstein's Managed Volatility Australian Equities Fund (with $1.5 billion) and Hyperion's Global Growth Companies Fund (with $2 billion) then followed suit. During the September ...

Boutique bolsters ESG team

ELIZABETH MCARTHUR  |  TUESDAY, 7 SEP 2021
Fidante-backed boutique Australian equities manager Merlon Capital Partners has hired a new sustainability manager. Rebecca El-Khoury joins the firm from TransGrid, where she was also a sustainability manager. Earlier in her career El-Khoury worked ...

Stellar year of returns for Aussie equities funds

KANIKA SOOD  |  FRIDAY, 13 AUG 2021
... for the median fund in the category. Top performers in Aussie large caps for the year were Bennelong Australian Equities Fund (45.6%), Australian Ethical Australian Shares Fund (42%) and Hyperion Australian Growth Companies Fund (39.1%). Widening the ...

Milford lowers fees

ELIZABETH MCARTHUR  |  THURSDAY, 1 JUL 2021
... Milford head of Australian business Kristine Brooks said. The Milford Australian Absolute Growth Fund is an Australian equities fund that aims to generate investment returns 5% higher than the RBA cash rate per annum over rolling three-year periods by ...

L1 Capital launches activist fund

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
L1 Capital is launching a new Australian equities fund that seeks to unlock company value via shareholder activism. The Catalyst Fund, which launches on July 1, will be led by James Hawkins, who joined L1 Capital as a partner in March. The high-conviction ...

Changes on Perpetual Industrial Shares Fund

KANIKA SOOD  |  TUESDAY, 30 MAR 2021
Perpetual is moving its Industrial Shares Fund from a co-portfolio manager structure to a single-PM structure, and will bid farewell to a long-standing investor. Anthony Cay co-managed the Perpetual Industrial Shares Strategy with Anthony Aboud. The ...