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Showing 21 - 30 of 331 results for "Underperformance"

Fewer global equity managers underperform: SPIVA

KARREN VERGARA  |  TUESDAY, 9 SEP 2025
... of global equity funds are trailing their benchmarks, marking a substantial improvement from the 71% long-run underperformance rate, according the SPIVA Australia Scorecard half-year analysis. Fifty-four percent of global equity general funds trailed ...

Performance test review to allow funds to 'innovate'

ELIZA BAVIN  |  WEDNESDAY, 27 AUG 2025
... now, it exists as a tool to help members make good decisions about where to put their money and to ensure that underperformance can be dealt with at a system level. When we have strong regulation and good transparency, members will have confidence in ...

WAM eyes Platinum LIC

KARREN VERGARA  |  FRIDAY, 15 AUG 2025
... the existing agreement with Platinum. Wilson Asset Management would also honour the recoupment of the aggregate underperformance of the Company in relation to the performance fee calculation," WAM said. "There is no certainty that the Wilson Indicative ...

GQG assets hit record high despite underperformance

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
... reach a record high of US$172.4 billion for the 2025 financial year despite experiencing "short-term relative underperformance". "We have continued to position our portfolios defensively, and as a result, we saw relative underperformance across all strategies ...

Prime Value expands microcap fund

ELIZA BAVIN  |  MONDAY, 7 JUL 2025
... 2024-25 Budget, including the SIV. Prime Value Microcap Fund portfolio managers Richard Ivers and Mike Younger said underperformance in small cap stocks over several years has created attractive valuations. "Some microcap companies are trading at single-digit ...

Global X scales higher on the ETF issuer podium

ANDREW MCKEAN  |  MONDAY, 23 JUN 2025
... underperform their benchmarks over the long term, according to data from S&P. Australians are wising up to this underperformance and shifting to lower-cost ETFs, which has boosted the ETF market," Zaika said To keep pace with the "soaring demand," Global ...

Inside Colonial First State's fund manager selection overhaul

ANDREW MCKEAN  |  FRIDAY, 16 MAY 2025
... out to us," but just as they hustle to land mandates with CFS, there are clear reasons some are shown the door. Underperformance alone isn't a reason to sack a manager, he said. It's more about whether their poor results conform to expectations. ...

Labor vs Liberal: Which government is better for Australian stocks?

ANDREW MCKEAN  |  MONDAY, 12 MAY 2025
... governments, and by 0.3% under Labor. "Given that total returns over the period were nearly 11%, the magnitude of underperformance in both cases is trivial," he said. "The bigger point here is that Australian equity performance has historically tracked ...

Platinum merger no cure for active managers' challenges

ANDREW MCKEAN  |  MONDAY, 5 MAY 2025
... distribution network, though this is "difficult to quantify" given potential product overlaps and Platinum's underperformance. "L1 Capital and Platinum are broadly similar, both operating as active Australian managers offering international equity strategies. ...

Nearly $9bn leaves Perpetual

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
... range of reasons including client mergers, clients reallocating or rebalancing their portfolios and continued underperformance in some strategies." "Our headline outflow numbers include approximately A$2.5 billion in net outflows in cash within our Pendal ...