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Showing 21 - 30 of 1887 results for %22Class Portfolio%22

Blackwattle Partners launches global fund

CHLOE WALKER  |  MONDAY, 4 MAR 2024
The Sydney-based fund manager has launched its first global fund, led by former Antipodes portfolio manager Sunny Bangia. The Blackwattle Global Quality Fund will be managed by Bangia, who brings over 18 years of experience in financial services. Bangia ...

JANA wins mandate from public sector super fund

ANDREW MCKEAN  |  THURSDAY, 22 FEB 2024
... implementation. "In today's volatile market environment investors need to be equipped with a well-diversified investment portfolio across a range of asset classes. With our market leading investment trusts, we're well-positioned to assist clients achieve ...

Younger Aussies embracing SMSFs, guidance needed

CHLOE WALKER  |  WEDNESDAY, 21 FEB 2024
According to Class general manager, growth Jo Hurley, younger generations want more control over their retirement savings than ever before, and financial advisers need to cater to this demand. Addressing the crowd at the SMSF Association Conference ...

MA Financial splurges on 13th marina

CHLOE WALKER  |  THURSDAY, 15 FEB 2024
... for exposure to defensive, cash-generative assets largely uncorrelated to other asset classes. "The performance of the portfolio has exceeded our expectations to date, and we believe the industry fundamentals support strong operating performance looking ...

Magellan names Rahmani as new chief, reports NPAT lift

JAMIE WILLIAMSON  |  THURSDAY, 15 FEB 2024
... optionality depending on their individual objectives. It is also still working on converting the Magellan Global Fund (Closed Class) into the Magellan Global Fund (Open Class), it added. An interim dividend of 29.4 cents per share will be paid, franked ...

Rest invests in agriculture fund

RACHEL ALEMBAKIS  |  MONDAY, 12 FEB 2024
... advised by Cibus Capital. The investment is the first impact investment within the $80 billion Rest's alternative asset class and brings Rest closer in line with its target of achieving a 1% allocation to impact investments across its total portfolio ...

Betashares to launch Nasdaq ETFs

CHLOE WALKER  |  THURSDAY, 8 FEB 2024
... capitalisation beyond the Nasdaq-100 Index, while the Betashares Equal Weight ETF (QNDQ) will invest in an equally weighted portfolio of Nasdaq 100 companies. According to Betashares, JNDQ will provide exposure to a portfolio of the rising stars of the ...

Australian Ethical, Infradebt to launch infrastructure debt fund

ANDREW MCKEAN  |  FRIDAY, 2 FEB 2024
... flow and diversification from traditional equity investments, he added. It also offers good risk-adjusted returns, and portfolio protection that can help hedge against market volatility and inflation, all while contributing positive social and environmental ...

PGIM names institutional client group lead

ELIZABETH FRY  |  FRIDAY, 2 FEB 2024
... what's what. Briant previously worked at Morgan Stanley Investment Management, joining its subsidiary Parametric Portfolio Associates as its first Australasian chief executive in 2013. Before that, he held senior roles in business development at ...

Advice group awards mandate to JANA

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2024
... practices," he said. "We are seeing more practices leverage JANA's institutional quality advice and scale to find best in class investment opportunities for their retail and wholesale clients."