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Showing 21 - 30 of 46 results for "Core Portfolio"

ETPs attracting money despite volatility

KANIKA SOOD  |  TUESDAY, 13 NOV 2018
... executive Alex Vynokur said: "QLTY gives investors access to a cost-effective investment that they can use as a core portfolio allocation for international equities. The quality score methodology used by the fund aims to produce superior long-term performance ...

SMSF cash allocation dips

KARREN VERGARA  |  WEDNESDAY, 12 SEP 2018
... top five when it comes to holdings. "This trend to add international shares is strong among SMSFs who often use a core portfolio of Exchange Traded Funds (ETFs) or managed funds for diversification, then add high conviction individual stocks such as ...

The changing face of SMSFs

JAMIE WILLIAMSON  |  MONDAY, 10 SEP 2018
... know such as Facebook and Apple. "This trend to add international shares is strong among SMSFs who often use a core portfolio of Exchange Traded Funds (ETFs) or managed funds for diversification, then add high conviction individual stocks such as Facebook ...

Managed accounts add brilliant value for dealer group

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
Managed accounts are enabling an independent advice group to be more disciplined in its investment approach, and adding more value to the client relationship, according to its co-founder. GPS Wealth principal adviser and co-founder, Rob McGregor, who ...

AMP Capital execs depart in investment shake-up

ALEX BURKE  |  WEDNESDAY, 16 NOV 2016
... As part of the restructure, AMP Capital's current head of macro Ilan Dekell will take control of all macro and core portfolio management functions, while head of credit Sonia Baillie "will lead all bottom-up credit portfolio management activities in ...

New BetaShares fund combats investor bias

JAMIE WILLIAMSON  |  TUESDAY, 11 OCT 2016
... provided by the index capping sector weight at 25% and single stock weight at 6%. The ETF provides investors with a core portfolio holding providing broad market exposure, omitting the top 20 listed stocks which most Australian investors already hold. ...

CFSGAM appoints senior portfolio manager

ALEX BURKE  |  FRIDAY, 17 JUN 2016
... and has held roles at Suncorp and Credit Suisse. At CFSGAM, Fernley will manage the group's Australian Equities Core portfolio. She commences her role in July. This news follows the appointments of head of research, Australian equities core Tim King ...

Future Fund ranks worst in managing climate risk

LAURA MILLAN  |  MONDAY, 27 APR 2015
... change-related risk mitigation, including providing guidance to its fund managers, putting a climate risk overlay on their core portfolio, underweighting carbon-intensive stocks and sectors, as well as and using divestment and negative screens in certain ...

LaSalle acquires Tokyo office complex

ALEX BURKE  |  WEDNESDAY, 11 FEB 2015
... Japan, investing across different asset types and risk profiles, and Meguro Gajoen is an excellent addition to our core portfolio in Asia."

Bond experts reiterate need for flexible duration strategy

MARK SMITH  |  TUESDAY, 11 NOV 2014
... use a range of flexible duration approaches which not only have the potential to generate higher returns than a core portfolio, but also have the advantage of maintaining the portfolio's bond-like volatility. A flexible duration portfolio also retains ...