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Showing 21 - 30 of 9679 results for "Index"

EG to target intermediaries

CHLOE WALKER  |  TUESDAY, 5 MAR 2024
... client portfolios, and most advisers will say: 'Unless you can demonstrate a long-term track record of outperforming an index, we will use an index'." Weingarth also highlighted the rise of alternative assets in a client's portfolio. "Private markets ...

Low investor demand sees equities funds wound up

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2024
... $66.8 million in funds under management. The fund was established in April 2012 and tracks the S&P/ASX 200 Total Return Index, investing in mid- and large-cap stocks. It has a three-year annualised return of 6.16% versus the benchmark's 9.56%. Meantime ...

Vanguard chief executive Tim Buckley to retire

ANDREW MCKEAN  |  FRIDAY, 1 MAR 2024
... Management Group since 2017, Davis currently oversees $8 trillion in global assets managed by the firm's fixed income, equity index, and quantitative equity groups. Prior to being named chief investment officer, Davis was principal and global head ...

Large-cap equity funds continue underperformance: SPIVA

KARREN VERGARA  |  FRIDAY, 1 MAR 2024
... match or outperform the S&P/ASX200, which returned 12.4% per annum, SPIVA's 2023 Australia scorecard revealed as the index. They also fared worse than the long-term average of 60%. S&P Dow Jones Indices APAC director and head of index investment ...

Annuities too expensive for most retirees: Research

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
... internal yields of less than 5.5%, it said. "Since these rates of return slightly exceed the capital stable retirement long-run index, this suggests annuities could appeal to risk-averse fund members," Rainmaker noted. Another potential market for annuities ...

HNWI collecting activity stoops: Knight Frank

CHLOE WALKER  |  THURSDAY, 29 FEB 2024
... slew of record-breaking sales, luxury investment markets weakened in 2023, according to the Knight Frank Luxury Investment Index (KFLII). For only the second time, the KFLII, which tracks the performance of 10 popular investments of passion, ended the ...

Vanguard Super hits $1bn, soft launches pension product

JAMIE WILLIAMSON  |  WEDNESDAY, 28 FEB 2024
Vanguard Super has amassed $1 billion in funds under management in just over 12 months, while delivering the best-performing Lifecycle MySuper option of 2023 and quietly rolling out a retirement offering at half the cost of the incumbents'. Speaking ...

Super assets reach $3.7tn

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
... quarter. This high quarterly return was driven by strong growth in financial markets, particularly equities as the ASX300 index finished the quarter near all-time highs, APRA said, noting that the ROR for the year ending in December 2023 was 9.5%. Total ...

Copia seals distribution partnership

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
Copia Investment Partners has won a partnership with HSBC Asset Management to distribute a strategy to retail investors. Copia will make the HSBC Global Infrastructure Equity Fund available to retail investors after it was launched to the institutional ...

Fidelity launches global bond fund

CHLOE WALKER  |  WEDNESDAY, 28 FEB 2024
... also provides exposure to global high-yield bonds and emerging market bonds. It tracks the Bloomberg Global Aggregate Bond Index AUD Hedged. It is jointly managed by Rick Patel, Ario Emami Nejad and Daniel Ushakov, based in London and Ireland, who have ...