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Showing 21 - 30 of 60 results for "Cap Index"

Fidelity launches global fund

KARREN VERGARA  |  TUESDAY, 29 SEP 2020
... and US$40 billion. The fund charges a management fee of 1.10% per annum and is benchmarked against the MSCI World Mid Cap Index. The minimum initial investment is $25,000. The fund managers said there is a lot more to global investing than the mega-household ...

VanEck makes case for equal weight investing

ALLY SELBY  |  THURSDAY, 18 JUN 2020
... director and head of Asia Pacific Arian Neiron said the paper demonstrates that equal weighting outperforms its market cap index counterparts both over the long term and after periods of market downturn. "Equal weighting consistently gives greater exposure ...

HUB24, Pinnacle say goodbye to S&P/ASX 200

KANIKA SOOD  |  FRIDAY, 12 JUN 2020
... out of the S&P/ ASX 50 with its spot going to A2 Milk, in the only change to the 50 biggest companies in the market cap index. Australian Ethical Investment will join S&P/ASX 300. All Ords will add VGI Partners, Elanor Commercial Property Fund, Primewest ...

Bloomberg launches equity benchmarks

KRISTI CHENG  |  TUESDAY, 24 SEP 2019
... significant step for Bloomberg in the equity index space. The new equity offering includes the Bloomberg U.S. Large Cap Index as well as growth, value and dividend indices. These benchmarks will serve as the basis for the new Bloomberg SASB ESG Index ...

BlackRock cuts fees on Aussie shares ETF

KANIKA SOOD  |  WEDNESDAY, 3 JUL 2019
... hedged version (IHWL, 19bps to 12pbs). These were effective May 24. Fees trend down, competition heats up Fees for market-cap index ETFs have fallen 20% over the six years to December 2018. "My view is that [BlackRock's fee cut for IOZ] happened ...

GSFM announces strategic partnership

ELIZABETH MCARTHUR  |  MONDAY, 6 MAY 2019
... interests between the team and the fund's investors, he added. The fund is benchmarked against MSCI World ex-Australia Small Cap Index in $AUD with net dividends reinvested. The partnership brings GSFM's range of specialist funds management partnerships ...

Vanguard launches ETF, appoints new lead

KANIKA SOOD  |  WEDNESDAY, 10 APR 2019
... the international equities market using a multi-factor approach. It will take its picks from the FTSE Developed All-Cap Index which includes large, small and mid-caps in developed markers and Russell 3000 Index which includes 3000 largest listed companies ...

Chief economist update: Is there a bear in there?

BENJAMIN ONG  |  MONDAY, 17 DEC 2018
... up - but the Australian Financial Review (AFR) and Bloomberg's now talking about the grizzly. "The S&P 600 small cap index fell into a bear market after closing 20.1 per cent below its August 31 peak, falling 1.6 per cent on the day [14 December]," ...

Super fund awards $130m mandate

KANIKA SOOD  |  THURSDAY, 6 DEC 2018
... allocation to Bell Asset Management, which runs a global small and mid-cap strategy. It has outperformed the MSCI World SMID Cap index by 9.6% over the past 12 months, returning 15.9% before fees. Bell Asset Management managing director strategy and ...

BennBridge boutique launches small caps fund

KANIKA SOOD  |  THURSDAY, 18 OCT 2018
... 2006 to 2017. Warren joined him in 2010. During their reign, the fund returned 435% versus the benchmark FTSE Small Cap Index of 114%. The new fund will sit alongside the team's £500m ($920.3m) UK absolute return strategy.