Search Results | Showing 391 - 400 of 6777 results for "Benchmark" |
| | | ... that the Magellan Global Fund recorded returns over 20% net of fees over the 12 months to 30 June 2023, surpassing its benchmark. Nevertheless, after today's FUM announcement, Magellan shares plummeted 12%. |
| | | | ... management Kieran Quaine and portfolio manager Megan Romeo and seeks to outperform the Bloomberg AusBond Composite 0+Yr benchmark over three-year rolling periods. "We are excited to be working with Equity Trustees to launch the FIIG Australian Bond Fund ... |
| | | | ... equities, fixed interest, or property. This is because very few of these investment strategies beat the capital market benchmark indexes. Indeed, in international equities, the top performers are almost always indexed options. "The biggest advantage ... |
| | | | ... The Cboe Australia-listed Coolabah Short Term Income Fund (FRNS) aims to offer daily liquidity returns that exceed a benchmark of the Reserve Bank of Australia (RBA) cash rate plus 1.5% to 3% per annum, after fees. The fund also seeks to maintain an ... |
| | | | ... exclude mining, energy, and materials sectors, which saw strong performance in 2022. RIAA has published its annual RI Benchmark report, identifying trends in responsible investment as well as activity within the sector. RIAA has identified 36%, or $1.3 ... |
| | | | ... leading the charge in establishing self-managed super funds (SMSFs), according to new analysis from Class. The 2023 Annual Benchmark Report reveals that Generation X aged 42 to 56 (52.7%) and Millennials aged 27 to 41 (23.7%) collectively drove 76.4% ... |
| | | | ... prices over the year meant that its total return slightly lagged, falling just slightly behind its Reference Portfolio benchmark, which yielded a 12% return. Nevertheless, the fund said it exceeded its Treasury Bill return benchmark, an indicator of ... |
| | | | ... Income Fund, which has about $100 million in assets under management, is now known as the Wheelhouse Global Fund. Its benchmark has changed from the MSCI World ex Australia Index to the RBA cash rate +2.5%. Its internal return target of over 8% per annum ... |
| | | | ... basis. During the same timeframe, an overwhelming majority (74%) of international equity funds underperformed their benchmark, the S&P Developed Ex-Australia LargeMidCap. The index rose 18.1%, while the active funds posted rises of 16.1% and 14.8% on ... |
| | | | ... alternatives, will see the strongest product growth (27%). Meanwhile, investments such as whole fund services, not tied to a benchmark, came in second (17%), while crypto products and high-income products were next (11%). The survey clarified that increasing ... |
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