Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 30 of 157 results for "Concentrated Portfolio"

Munro Partners launches new fund

CHLOE WALKER  |  WEDNESDAY, 1 NOV 2023
... investment in the fund is $10,000. Ma said the fund is designed for investors seeking long-term exposure to a concentrated portfolio of high-quality global growth-oriented small and medium capitalisation equities with the potential for capital growth. ...

Ariel Investments launches EM portfolios in Australia

CASSANDRA BALDINI  |  TUESDAY, 16 MAY 2023
... markets value equities Henry Mallari-D'Auria. The offering will provide institutions with access to a concentrated portfolio of companies with long-term earnings power at attractive valuations, the firm said. Ariel Investments senior vice president ...

New EM fund for Maple-Brown Abbott

KARREN VERGARA  |  TUESDAY, 21 MAR 2023
... Fund seeks to outperform the MSCI Emerging Markets Net Index (AUD) after fees over a five-year period. The concentrated portfolio of companies will most likely benefit from cyclical and structural change and typically holds 30-40 stocks, the fund manager ...

BlackRock rethinks fundamental equities, PMs depart

JAMIE WILLIAMSON  |  MONDAY, 16 JAN 2023
... repositioning the Aussie fundamental equities business following a recent review. The business will maintain a core concentrated portfolio benchmarked to the ASX 300 and the new strategy will account for scale and volatility considerations in the best ...

Property trusts hit with stop orders

CHLOE WALKER  |  TUESDAY, 22 NOV 2022
... The MPG Bulky Goods Retail Trust and the MPG Essential Services Property Trust are solely invested in a concentrated portfolio of commercial properties and have an investment term, during which investors have no ongoing withdrawal rights and employ leverage ...

Vanguard unveils positive impact fund

RACHEL ALEMBAKIS  |  TUESDAY, 18 OCT 2022
... five years and actively seeks to measure the positive impacts of the investment activity. "It is a very concentrated portfolio - it is the most concentrated portfolio we offer in Australia," Reedman said. "Baillie Gifford are looking to choose and partner ...

Firetrail global opportunities fund hits ASX

CHLOE WALKER  |  TUESDAY, 11 OCT 2022
... now available as an ETF on the ASX, with the ticker S3GO. The fund, which launched in November 2021, is a concentrated portfolio of Firetrail's best global equity ideas and aims to outperform the MSCI World Net Total Return Index (AUD) over the long ...

NZ Super shifts $25bn to low carbon indices

RACHEL ALEMBAKIS  |  WEDNESDAY, 14 SEP 2022
... Gilmore said. The changes will further reduce the fund's exposure to carbon emissions. "A smaller, more concentrated portfolio will be cheaper to run, and more manageable for us when looking to identify and engage on responsible investment issues," Gilmore ...

Salter Brothers appoints new investment director

ANDREW MCKEAN  |  MONDAY, 11 APR 2022
... managed its operations, and designed a unique investment strategy which applied active management to a concentrated portfolio of private and public emerging growth companies. Taylor is also an experienced ASX director across multiple sectors having held ...

Munro launches new fund

ELIZABETH MCARTHUR  |  FRIDAY, 4 FEB 2022
... sustainable growth trends that are under-appreciated and mispriced by the market. "Typically, we invest in a concentrated portfolio of between 20 and 40 listed equities and we focus on identifying and investing in global companies that have the potential ...