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Showing 21 - 30 of 128 results for %22Companies Accumulation Index%22

Aberdeen Standard rejigs Aussie equities fund

KANIKA SOOD  |  THURSDAY, 25 MAR 2021
... (SRI) criteria, effective April 19. Speaking with Financial Standard, Lopez said the change in the fund's investible companies will be "material" but the firm declined to provide names of stocks, or the portion of the current portfolio that will be excluded ...

Hyperion ETF goes live

ANNABELLE DICKSON  |  TUESDAY, 23 MAR 2021
... Fund (HYGG) is the investment manager's first active ETF and provides access to the $1 billion Hyperion Global Growth Companies Strategy. The fund invests between 80% to 100% in global equities and was established in 2014 for wholesale investors after ...

Industry fund awards $60m small caps mandate

KANIKA SOOD  |  MONDAY, 15 FEB 2021
... The trio previously worked together for eight years at UBS Asset Management on the $400 million UBS Australian Small Companies Fund. The team retained its investment process running a small caps fund with 30-35 small caps from the ASX and NZX with a ...

Hyperion makes foray into active ETFs

KARREN VERGARA  |  THURSDAY, 21 JAN 2021
... (HYGG) is an active ETF set to list in late March. HYGG gives access to the unlisted vehicle the Hyperion Global Growth Companies Strategy, which invests between 80% to 100% in global equities, established in 2014 for wholesale investors. It has about ...

AMP Capital shutters Aussie equities fund

KANIKA SOOD  |  MONDAY, 16 NOV 2020
... joined Platypus Asset Management as head of ESG. The fund aimed to beat S&P/ASX 200 Accumulation Index while picking companies with a sustainability and ESG focus. It has made two fee cuts in recent years and in May, also tightened its screening. Assets ...

Pengana shutters income-focused fund

KANIKA SOOD  |  THURSDAY, 5 NOV 2020
... income opportunities in ASX stocks shrink. The Pengana Australian Equities Income Fund invested in 20 to 40 ASX-listed companies, with a focus on income. It has been around since August 2017 and was launched as an income-oriented alternative to Pengana's ...

Boutique launches Aussie equities fund

KANIKA SOOD  |  TUESDAY, 15 SEP 2020
... end. It got the highest Lonsec rating "highly recommended" after a review earlier this month. "The fund targets quality companies at attractive prices that provide sustainable and growing dividends over time. Its investment philosophy centres on six ...

Sydney boutique winds up fund

KANIKA SOOD  |  TUESDAY, 28 JUL 2020
... S&P/ASX 100 Industrials Accumulation Index post fees on five year rolling periods, while holding less than half of the companies in the benchmark. As at June end, it had $2.8 million in total assets, after starting in December 2017. Top holdings included ...

Plato fund to shutter

KANIKA SOOD  |  TUESDAY, 2 JUN 2020
... after running for nearly 14 years as its assets dwindle. Plato's Australian Shares Core Fund invested in Australian companies and was benchmarked to the S&P/ASX 300 Accumulation Index. It charged 41 bps per year as fees. Since inception, it had returned ...

Boutique launches sustainable Aussie equities strategy

KANIKA SOOD  |  TUESDAY, 19 MAY 2020
... screening alone can have limitations for benchmark-relative strategies. Hence, the new strategy will have some exclusions (companies with child labour breaches, companies manufacturing tobacco products and companies involved in production or distribution ...