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Showing 21 - 30 of 8272 results for "Performance"

Platinum awards mandate, changes fund name

MATTHEW WAI  |  TUESDAY, 20 OCT 2026
... made into a new monthly class, incurring a total management fees and costs of 2% p.a. of the net asset value. Its performance fee will be 20.5% of the amount exceeding the benchmark - of which 50% is allocated to the SPDR S&P Biotech ETF (XBI) and the ...

ASX turns up heat on Clime Capital following KPMG scrutiny

KARREN VERGARA  |  TUESDAY, 20 OCT 2026
... clarification on how Clime Capital came to value its unlisted unit trusts of $36,205,754 and pay management fees and performance fees. This comes off the back of KPMG saying Clime could not provide "sufficient evidence," such as reliable financial information ...

Robeco pitches Enhanced Indexing strategy to instos

KARREN VERGARA  |  MONDAY, 19 OCT 2026
... support from Sydney. Stephen Dennis, the head of Robeco for Australia and New Zealand, said the Your Future, Your Super performance test has sharpened the focus among superannuation funds on benchmark-relative outcomes, which has increased pressure on ...

Swedish PE giant EQT takes Cleanaway private in $9.3bn deal

RIDDHIMA TALWANI  |  MONDAY, 19 OCT 2026
... waste management and resource recovery needs. "[We aim] to support Cleanaway's management team as they enhance the performance of its integrated network and strengthen outcomes for customers and communities," he said. EQT already has a portfolio global ...

Australian Ethical FUM drops by $70m

RIDDHIMA TALWANI  |  FRIDAY, 16 OCT 2026
... in targeting transactions in the $25 million to $75 million range that larger funds tend to overlook. "Investment performance during the quarter reflected a challenging market environment with inflationary pressures, higher interest rates and geopolitical ...

Perennial expands wholesale offer for pre-IPOs

MATTHEW WAI  |  FRIDAY, 16 OCT 2026
... over a full cycle, before fees. The fund will incur a management fee of 2% per annum on net asset value, as well as a performance fee of 20% of the fund's return above the hurdle - which is 6.5% p.a. net, with high water mark, the firm said. The ...

Netwealth reports record $36bn FUM in Q1

MATTHEW WAI  |  THURSDAY, 15 OCT 2026
... to accelerate its product roadmap delivery and support adviser growth," Netwealth said. "Paradino's financial performance and the additional investment will be reported separately from Netwealth's underlying results." Netwealth remains confident ...

Number of Aussie investors hits record high

VINNY VUCAGO  |  THURSDAY, 15 OCT 2026
... safeguards." Separately, CFA Institute research found modest allocations to private assets could improve risk-adjusted performance in defined contribution retirement portfolios. Private equity and venture capital produced the highest risk-adjusted returns ...

Longwave brings small-cap strategy to ASX

VINNY VUCAGO  |  WEDNESDAY, 14 OCT 2026
... 100. WAVE will use a scale-based management fee that declines as funds under management grow and will not charge a performance fee.

GQG records further outflows despite positive returns

VINNY VUCAGO  |  MONDAY, 12 OCT 2026
... billion (US$2.3bn) in September, extending a difficult year for the ASX-listed fund manager despite positive investment performance across its four primary strategies. The manager's latest funds under management (FUM) update showed total asset remained ...