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Showing 21 - 30 of 67 results for "Future Leaders"

Best Australian equities funds, with risk considered

KANIKA SOOD  |  FRIDAY, 19 JUN 2020
... standard deviation (22.7%). Hyperion Australian Growth Companies Fund had the best Sortino ratio (0.5) while Fidelity Future Leaders Fund had the best information ratio (1.4). In the small companies category, Lakehouse Small Companies Fund scores the ...

Aussie equities winners, losers revealed

ALLY SELBY  |  WEDNESDAY, 29 APR 2020
... could not achieve that within 250 days. The most liquid strategy under Morningstar's coverage was Fidelity Future Leaders, which is able to sell down 92% of its portfolio in 10 days. Less liquid strategies included Perennial Value Smaller Companies ...

Colonial First State ups cash for Aussie equities funds

KANIKA SOOD  |  TUESDAY, 17 MAR 2020
... temporarily allowed to hold up to 20% in cash, up from the 10% they are allowed right now. The Colonial First State Future Leaders Fund, which invests in smaller companies, will be allowed to hold 15% in cash as compared to 10% previously. "Due to the ...

Fidelity sweeps Morningstar Australia Awards

KANIKA SOOD  |  MONDAY, 2 MAR 2020
... investors in 2019." Fidelity also won in the Aussie small caps category, third year in a row, for its Fidelity Future Leaders Fund managed by James Abela. The other finalists in the category were First Sentier Investors (formerly CFSGAM) and Hyperion ...

University students to run hedge fund

KANIKA SOOD  |  MONDAY, 17 SEP 2018
... into universities, meet those smart students and allow them to demonstrate their aptitude and talent as potential future leaders in alternative investing. "It has been very encouraging to see the mix of students keenly participating throughout the front ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
... to be able to recognise some of the best and brightest talent in our profession. These individuals will be the future leaders of our industry and will help our industry evolve through a period of change," AFA chief executive Phil Kewin said. The Adviser ...

Socio-emotional wealth key to keeping business in the family: KPMG

HARRISON WORLEY  |  MONDAY, 28 MAY 2018
... development of potential successors. The survey found 29% of family businesses had no succession plan from current to future leaders in place, but added this usually occurred because the current leader was under the age of 55. About 8% planned to sell ...

Financial Executive Women grows advisory board

JAMIE WILLIAMSON  |  THURSDAY, 16 NOV 2017
... Vigilante said. Now in its fifth year, FEW's membership includes esteemed senior executive women and promising future leaders. "They come from all sectors within financial services - banking, wealth management, superannuation, and insurance. Our corporate ...

Rising Star highlights young women in advice

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
... new talent in our profession. These new stars not only act as role models for their peers but also represent the future leaders advocating the value of advice," Kewin said. Sillar added: "Each year the judges are consistently impressed with this award's ...

Financial Executive Women appoints board members

DARREN SNYDER  |  FRIDAY, 10 MAR 2017
... Running for four years, FEW membership boasts some of financial services' most esteemed senior executive women and future leaders. FEW founder and managing director Judith Beck said the membership is from all sectors including banking, wealth management ...