Search Results | Showing 21 - 30 of 198 results for "Unhedged" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | ... 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% ... |
| | | | ... 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 ... |
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