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Showing 401 - 410 of 1130 results for "Equity fund"

Blue Sky refunds $4.1m overcharge

KARREN VERGARA  |  FRIDAY, 28 SEP 2018
... $4.1 million to investors for incorrectly charging fees mainly across its wholesale private real estate and private equity fund. The fees, Blue Sky said, were charged in an "inconsistent" manner to what was stated in the funds' disclosure statements ...

Glut of underperformance in managed funds: Research

KANIKA SOOD  |  TUESDAY, 25 SEP 2018
Nearly eight-in-ten managed funds in Australia failed to hit benchmark returns over a 10-year horizon, according to new analysis by InvestSMART. The researchers modelled Morningstar data for 5297 manager funds that have a track record of 10 years. They ...

Arnhem portfolio manager departs

JAMIE WILLIAMSON  |  FRIDAY, 21 SEP 2018
... partners George Clapham and Neil Boyd-Clark, and replaced Arnhem as delegated investment manager of the Arnhem Australian Equity Fund. Since then, Arnhem's head of distribution Samuel Stobart and senior institutional business development manager Natalie ...

Instant asset write off extended

HARRISON WORLEY  |  THURSDAY, 13 SEP 2018
Financial advice and planning businesses are set to receive a boost with the extension of the Federal Government's $20,000 instant asset write off legislation passing through the Senate. Part of the Government's economic agenda to introduce tax cuts ...

Federal oversight of financial services sector clarified

JAMIE WILLIAMSON  |  TUESDAY, 4 SEP 2018
The Federal Government has confirmed who will be responsible for the financial services sector, including responding to the Royal Commission. Despite the ongoing Royal Commission and continued uncertainty within the sector, last month's Liberal ...

CCIV draws mixed reception: Research

KARREN VERGARA  |  THURSDAY, 23 AUG 2018
Australia's Corporate Collective Investment Vehicle (CCIV) initiative received mixed responses from the global asset management community planning to ramp up cross-border strategies in the next five years, State Street research shows. Of the 250 ...

Aberdeen Standard launches AI-powered global equity fund

KARREN VERGARA  |  WEDNESDAY, 22 AUG 2018
Aberdeen Standard Investments launched a new fund that uses active quantitative strategies powered by machine learning to identify sources of potential returns. Launched in Luxembourg, the Aberdeen Global (AG) Artificial Intelligence Global Equity SICAV ...

Global equities fund purges tobacco, fossil fuels

KANIKA SOOD  |  FRIDAY, 17 AUG 2018
... criteria. Vontobel Australia and New Zealand has elected to rid its flagship product, the $298 million Vontobel global equity fund of its holdings in tobacco and carbon-based energy products. This includes coal and consumable fuels, oil and gas refining ...

BNP Paribas AM sells Arnhem stake, appoints new investment manager

JAMIE WILLIAMSON  |  WEDNESDAY, 1 AUG 2018
... its 40% stake in Arnhem Investment Management ahead of the fund manager's closure, with the Arnhem Australian Equity Fund to be transferred to a specialist wholesale investor. On July 27, the fund's responsible entity Equity Trustees notified ...

Mirae Asset Management hires distribution head

KANIKA SOOD  |  FRIDAY, 13 JUL 2018
... was a Russell Investments portfolio strategist and S&P Fund Services consultant. Mirae offers its Asia Sector Leader Equity Fund, and the Asia Great Consumer Equity Fund in Australia. The hire takes Mirae's Australian team to five employees. This ...