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Showing 21 - 30 of 212 results for "Australian Equity Fund"

Fidante divests Merlon stake

KARREN VERGARA  |  WEDNESDAY, 17 JUL 2024
... remains the Responsible Entity for the four strategies - MCP Australian Share Income Fund (Closed), Merlon Australian Equity Fund (Closed), Merlon Australian Share Income Fund, and Merlon Concentrated Australian Share Fund. Fidante also continues to ...

The top investment funds over the past year

ANDREW MCKEAN  |  FRIDAY, 10 MAY 2024
... Global Equity Fund (22.8%). For Australian equities large caps over the same period, the Lazard Select Australian Equity Fund topped the table with a 16.9% return. It was followed by the Merlon Concentrated Australian Share Fund (15.5%) and Lazard's ...

Low investor demand sees equities funds wound up

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2024
... shuttering funds, citing investors' best interests. Following a review, T. Rowe Price is terminating its Australian Equity Fund. The manager, alongside its responsible entity (RE) Equity Trustees, said the timely termination of the fund is the best course ...

Most Australian actively managed funds lag the index

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
In the first half of 2023, 55% of Australian equity funds underperformed the S&P/ASX 200 index, according to the S&P Global SPIVA Australia Scorecard. But the S&P Global SPIVA Australia Scorecard - which measures the performance of actively managed ...

New boutique hires EQT as RE

KARREN VERGARA  |  MONDAY, 31 JUL 2023
... the funds management arm of Aqualand Group. The funds include the ALC Global Credit Fund, the ALC Active Australian Equity Fund and the ALC Active International Equities Fund.

Equity Trustees takes on new RE mandate

CHLOE WALKER  |  THURSDAY, 13 JUL 2023
... responsible entity of its new range of retail funds. The funds include the ALC Global Credit Fund, the ALC Active Australian Equity Fund and the ALC Active International Equities Fund. ALC chief executive Wayne Mo said the firm is pleased to launch the ...

abrdn sells local trustee business

CHLOE WALKER  |  TUESDAY, 27 JUN 2023
MSC Trustees has acquired abrdn's Australian trustee entity, becoming the corporate trustee of 10 funds. The fund book, comprising $1.5 billion in funds under management, includes the abrdn Sustainable Asian Opportunities Fund, abrdn Sustainable ...

Active fund outperformance mostly short-lived: SPIVA

ANDREW MCKEAN  |  WEDNESDAY, 31 MAY 2023
The S&P Indices Versus Active (SPIVA) Persistence Scorecard has shown a staggering number of Australian actively managed funds failed to outperform over five consecutive years. According to the report, nearly no actively managed equity, A-REIT and fixed ...

Former Mason Stevens chief sells boutique

KARREN VERGARA  |  WEDNESDAY, 17 MAY 2023
... expanded client base, he said. "The initial product line-up will consist of ALC Global Credit Fund, ALC Active Australian Equity Fund and ALC Active Global Equity Fund. All three funds will be issued by EQT and the product issuer and AL Capital as the ...

SG Hiscock commences abrdn fund changes

JAMIE WILLIAMSON  |  THURSDAY, 6 APR 2023
... terminations by abrdn, opting to wind up five funds as part of its broader consolidation strategy. The Sustainable Australian Equity Fund, Select Sustainable International Equities Fund, Global Smaller Companies Fund, Global Absolute Return Strategies ...