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Showing 21 - 30 of 101 results for "Bond index"

Morningstar downgrades PIMCO, Vanguard funds

JAMIE WILLIAMSON | THURSDAY, 27 APR 2023

... here is attributable to shifting relativities among its cohort," Morningstar said. Finally, the Vanguard Diversified Bond Index Fund is now Bronze, down from Silver. "Vanguard Diversified Bond Index continues to earn our vote of confidence as an all-around ...

Schroders launches new fund, wins mandate

JAMIE WILLIAMSON | WEDNESDAY, 9 MAR 2022

... weighted blend of MSCI All Country World, Ex-Australia, Equities Index and the Bloomberg Barclays Global Aggregate Bond Index, Schroders said, to match the risk profile of the YFYS benchmark. The fund, which is managed by multi-asset portfolio manager ...

Private debt and YFYS: Research

ELIZABETH MCARTHUR | FRIDAY, 18 FEB 2022

... which is not large and liquid in Australia, means that private debt should over a longer time horizon outperform the bond index, particularly given the index comprises a large amount of government bonds which don't generate high returns," Smith said. ...

BetaShares launches new bond ETF

CHLOE WALKER | MONDAY, 7 FEB 2022

... of Australian bonds. The new ETF, ticker code OZBD, aims to track the Bloomberg Australian Enhanced Yield Composite Bond Index, before fees and expenses. This index weights bonds based on their risk-adjusted income potential rather than debt-weighting ...

Leadership changes at Vanguard Australia

ELIZABETH MCARTHUR | WEDNESDAY, 6 OCT 2021

Vanguard Australia has announced changes to its investment management and strategy leadership. Duncan Burns has been appointed to succeed Daniel Reyes as the new head of investments, Asia Pacific, and a member of the Australian executive team. The transition ...

Coolabah lists fund on Chi-X

KANIKA SOOD | MONDAY, 21 JUN 2021

Coolabah Capital Investments has listed a fixed income fund on the Chi-X as a quoted managed fund. The Coolabah Active Composite Bond Fund targets after-fee returns of 1% to 2% per year over the Bloomberg Ausbond Composite Bond 0+ Yr Index. It invests ...

BetaShares launches hybrids ETF

KANIKA SOOD | TUESDAY, 27 APR 2021

... forecast gross dividend yield for Australian bank shares and a 1.1% p.a. yield on Australia's benchmark fixed-rate bond index," BetaShares said in a statement. BHYB follows Active Australian Hybrids Fund (managed fund) (ASX: HBRD), which recently crossed ...

Vanguard finds dirty assets in ESG fund

KANIKA SOOD | WEDNESDAY, 24 FEB 2021

... after a review turned up holdings that investors were told were excluded. Vanguard Ethically Conscious Global Aggregate Bond Index invests in about 4500 fixed income instruments and is based on a joint benchmark from Bloomberg Barclays and MSCI. MSCI ...

Lazard launches new fund

ELIZA BAVIN | THURSDAY, 1 OCT 2020

... bonds. The fund seeks to achieve total returns in excess of the Thomson Reuters Global Focus Hedged (AUD) Convertible Bond Index (net interest reinvested) over rolling five-year periods. The fund will be managed by Arnaud Brillois and an investment team ...

Morningstar upgrades four, downgrades 10

ALLY SELBY | THURSDAY, 3 SEP 2020

... merits". Vanguard was the last strategy to receive an upgrade on the annual review, with its Australian Government Bond Index lifting from neutral to bronze. "This strategy has become more appealing following its fee cut to 0.24% in June 2019, down from ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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