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Showing 391 - 400 of 6777 results for "Benchmark"

Magellan FUM, share price tumble

ANDREW MCKEAN  |  FRIDAY, 6 OCT 2023
... 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%.

FIIG Securities picks Equity Trustees for new fund

CASSANDRA BALDINI  |  WEDNESDAY, 4 OCT 2023
... 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 ...

Betashares carves slice of superannuation pie

CHLOE WALKER, JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2023
... 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 ...

Coolabah Capital launches new active ETP

ANDREW MCKEAN  |  WEDNESDAY, 27 SEP 2023
... 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 ...

Responsible investment AUM drops: RIAA

RACHEL ALEMBAKIS  |  MONDAY, 18 SEP 2023
... 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 ...

Young Aussies flock to SMSFs

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
... 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% ...

NZ Super Fund delivers 11.9%

CASSANDRA BALDINI  |  WEDNESDAY, 13 SEP 2023
... 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 ...

Wheelhouse repositions global equity fund

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... 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 ...

Most Australian actively managed funds lag the index

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
... 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 ...

AI to revolutionise investment industry: Research

CASSANDRA BALDINI  |  WEDNESDAY, 13 SEP 2023
... 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 ...