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Showing 401 - 410 of 1244 results for "Retail investor"

Jamieson Coote Bonds introduces global fund

DARREN SNYDER  |  WEDNESDAY, 13 MAR 2019
Fixed income specialist Jamieson Coote Bonds is officially introducing its global fund to Australian investors following its initial seeding in early 2018. The CC JCB Global Bond Fund has an investible universe which includes global sovereigns, semi-government ...

Advisers to return US$125m in fees

KANIKA SOOD  |  TUESDAY, 12 MAR 2019
Financial advisers in the US are set to return about US$125m million to retail customers after a regulatory clampdown on inadequate fee disclosures last year. The Securities and Exchange Commission charged 79 people, including well-known names such ...

Bond fund launches to local investors

KARREN VERGARA  |  MONDAY, 11 MAR 2019
A new credit fund has launched to Australian wholesale investors. The Loomis Sayles World Multi-Asset Credit Fund invests in global investment grade and high yield credit, bank and securitised loans, and emerging markets sectors. It replicates the $US2.9 ...

Global fund launches in retail market

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2019
A global equity fund is now available to retail investors via the Netwealth and HUB24 platform. The Loomis Sayles Global Equity Fund targets financial advisers and direct investors. Investors Mutual Limited (IML) is the responsible entity for the fund ...

Magellan eyes retirement income products

KARREN VERGARA  |  FRIDAY, 15 FEB 2019
Magellan flagged several new product launches in announcing its interim results, and one will be directed at retirement income. Presenting the group's half-year results to December 2018, chief executive Brett Cairns told investors the fund manager is ...

Asia Funds Passport takes flight

HARRISON WORLEY  |  MONDAY, 4 FEB 2019
The Financial Services Council is calling for an overhaul of the tax system to secure the future of the Asia Region Funds Passport, which began operation on Friday. The Asia Region Funds Passport (ARFP) allows certain Australian managed funds to be ...

Royal Commission to suppress bank stocks

KARREN VERGARA  |  MONDAY, 4 FEB 2019
Fund managers are warning investors not to expect the major banks to trade at the premium they've been accustomed to. And the financial services Royal Commission's final report, due today, will play its part. The major banks have experienced ...

Ponzi scheme fined $1.4bn

KANIKA SOOD  |  WEDNESDAY, 30 JAN 2019
A Ponzi scheme that allegedly duped 8400 retail investors in the US has been ordered to pay US$1 billion in penalties and disgorgement. Woodbridge Group of Companies LLC and its former owner and chief executive Robert H. Shapiro lured retail investors ...

Avenir eyes insto investors

KANIKA SOOD  |  FRIDAY, 25 JAN 2019
Avenir Capital is looking to win institutional investors for its 'private equity mindset' approach to equities, after previously running capital raised mostly by word-of-mouth. The fund invests in 18 international stocks, with a longer-term ...

BNP Paribas Securities Services names APAC lead

KARREN VERGARA  |  MONDAY, 21 JAN 2019
BNP Paribas appointed a new Asia Pacific lead for BNP Paribas Securities Services. Mostapha Tahiri will succeed Philippe Benoit as the head of the Asia Pacific business effective February 1. Tahiri will report to Jose Placido, global head of client ...