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Showing 21 - 30 of 224 results for "Unlisted assets"

Legalsuper celebrates double digit returns

JAMIE WILLIAMSON  |  FRIDAY, 27 JUN 2025
... performance for our members," Symons said. "Our portfolio also retains a highly effective spread across listed and unlisted assets incorporating infrastructure and private equity in Australia and Asia, ensuring we deliver consistently strong returns ...

HESTA moves risk chief to advisory role

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... natural evolution for Major, who before joining HESTA's risk division in 2020 served as general manager of unlisted assets within the investments team. In that role, he oversaw a team managing approximately 30 per cent of the fund's portfolio ...

Relaxed superannuation preservation rules will sink returns: Frontier

ANDREW MCKEAN  |  FRIDAY, 16 MAY 2025
... Members Council, has argued that current preservation rules provide super funds with the flexibility to invest in unlisted assets, and warned that permanently relaxing these rules will decrease long-term returns for members. The asset consultant noted ...

SMC highlights long-term benefits of investing in private markets

MATTHEW WAI  |  THURSDAY, 15 MAY 2025
... safeguarded by the policy principles of preservation, universality and compulsion." One of the key benefits of unlisted assets for super funds is that they diversify a portfolio and provide a more stable net return when they are included, especially ...

Genium adds two staffers

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... research analyst and will help expand research ratings coverage across all sectors, particularly alternatives and unlisted assets. Scott has more than 20 years of experience, most recently as a senior principal in Morningstar's manager research team ...

HMC Capital to launch new private equity vehicle

MATTHEW WAI  |  TUESDAY, 1 APR 2025
... the strategy should target a concentrated portfolio rather than diversifying and expand its mandate to invest in unlisted assets to arbitrage the public and private markets. Subsequently, the proposed changes will increase the performance fee hurdle ...

Data is our biggest challenge: Aware Super

ELIZA BAVIN  |  TUESDAY, 11 MAR 2025
... wasn't fit for purpose for the investment decision making process, or there was a lack of data around some of our unlisted assets." Clavin said the fund wanted to centralise all the data and be able to feed it to the different operating platforms ...

Colonial First State loses private markets manager

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... February 14. Cheang's exit has triggered a flurry of social media posts by CFS head of private equity and unlisted assets Chloé Brayne who plans to build up her team. Although Brayne is looking to replace Cheang, she is also looking to add associates ...

Frontier hires new real assets lead

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... Frontier has been at the forefront of advising Australian institutional investors on infrastructure and other unlisted assets as far back as the 1990s. Real assets have been a cornerstone of the portfolios of many Frontier clients since that time with ...

TCorp returns 7%, AUM hits $110bn

KARREN VERGARA  |  WEDNESDAY, 18 DEC 2024
... (Defined Benefit) Portfolio and 8.4% p.a. for the Treasury Managed Fund. Some 17% or $19 billion of total AUM sits in unlisted assets. About $800 million is invested in unlisted property and infrastructure. Performance from these asset classes was mixed ...