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Showing 21 - 30 of 198 results for "Unhedged"

Bloom Impact, MSC pulled up for greenwashing

RACHEL ALEMBAKIS  |  THURSDAY, 29 FEB 2024
... Governance (ESG) Policy stating that such investments would be excluded." The PDS for the Morningstar International Shares (Unhedged) Fund stated that it would exclude certain securities or sectors based on environmental, social or governance factors ...

Copia seals distribution partnership

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
... returns using an environmental, social and governance (ESG) overlay. The fund returned 11.7% per annum before fees and unhedged in USD over a five-year period at the end of December 2023, compared to the Dow Jones Brookfield Global Infrastructure Index's ...

Claremont Global launches ETF range

CHLOE WALKER  |  TUESDAY, 13 FEB 2024
Retail investors can now gain access to the unhedged Claremont Global Fund (CGUN) and the hedged Claremont Global Fund (CGHE) on the ASX. Claremont Global head and co-portfolio manager Bob Desmond said its decision to target the retail market is due ...

Morningstar cops greenwashing fine

KARREN VERGARA  |  FRIDAY, 1 DEC 2023
... environmental, social, and governance (ESG) policy strictly excludes such investments. Morningstar's International Shares (Unhedged) Fund invested in controversial weapons-making companies Honeywell International, General Dynamics, Leidos Holdings, Northrop ...

Macquarie brings long-awaited ETFs to market

CHLOE WALKER  |  WEDNESDAY, 22 NOV 2023
... Andrew Vonthethoff. Finally, MQWS targets a long-term total return that exceeds the MSCI World ex-Australia Index (in AUD unhedged) with net dividends reinvested, investing in companies capable of generating sustained wealth over the long term. MAM ETF ...

Dimensional launches inaugural ETFs

KARREN VERGARA  |  MONDAY, 13 NOV 2023
... investment expertise on behalf of their clients," he said. The three ETFs - the Australian Core Equity, Global Core Equity (Unhedged) and Global Core Equity (AUD Hedged) funds - invest in Australian and other developed equity markets, focused on opportunities ...

Betashares launches currency-hedged FTSE 100 ETF

CASSANDRA BALDINI  |  TUESDAY, 31 OCT 2023
... widely recognised benchmark in their portfolio," he said. "At the same time, investors will continue to be able to use our unhedged FTSE 100 ETF, F100, if desired." The announcement follows Betashares recent launch of a new investment platform designed ...

High rates impacting REITs: Quay

CHLOE WALKER  |  FRIDAY, 11 AUG 2023
... principal and portfolio manager Justin Blaess. While the listed global real estate index peaked at the end of 2021, for unhedged Australian investors it has since declined by approximately 14%, underperforming global and US equities by 16% and 17% respectively. ...

Aussie small caps, property funds in the red

KARREN VERGARA  |  WEDNESDAY, 21 JUN 2023
... was the top performer over the 12-month period by a long shot with 12% p.a. Zurich's Global Thematic Share Fund and Unhedged Global Thematic Share Fund were some of the best performers, each achieving over 22% p.a. The other sectors - credit (2.9% ...

VanEck launches US bond ETF

CHLOE WALKER  |  MONDAY, 15 MAY 2023
... Treasury Securities offers a potential hedge against systemic or market episodes. "With TBIL being Australian dollar unhedged and the Australian dollar considered as a 'risk on' currency, in times of uncertainty the Australian dollar has historically ...