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Showing 411 - 420 of 1130 results for "Equity fund"

Family offices maintain equity allocations: Study

DARREN SNYDER  |  FRIDAY, 13 JUL 2018
Latest research shows less than one-third of family offices are using quantitative models to determine asset class allocations and position sizes. At the same time, equity allocations remain unchanged. These are the key takeaways from the most recent ...

Investor interest in long-short strategies surging: Zenith

KANIKA SOOD  |  THURSDAY, 12 JUL 2018
The amount invested in Zenith-rated long-short Australian equity strategies surged 43% in the 12 months to March as investors steer portfolios through a prolonged bull run with concerns for a market correction in the future. Over a four-year period ...

Sydney asset manager hires director

KANIKA SOOD  |  TUESDAY, 10 JUL 2018
A $5.3 billion global manager which acts as the responsible entity for several ASX-listed funds is seeing a change in its board positions. Walsh & Company Investments director Tristan O'Connell is stepping down to focus on activities in the Evans ...

Mercantile takeover of private equity fund moves ahead

HARRISON WORLEY  |  THURSDAY, 5 JUL 2018
Mercantile OFM is moving towards the acquisition of all shares in a private equity-focused listed investment company (LIC). In an announcement to the ASX, IPE directors unanimously recommended shareholders accept the offer in the absence of a superior ...

Sydney boutique shutters

JAMIE WILLIAMSON  |  MONDAY, 2 JUL 2018
... since opening its doors in late 2013. Tempo clients and staff were notified in April and its four-year-old Global Equity Fund was removed from the ASX's mFund service in June. Tempo also offered a $9.3 million global currency strategy which returned ...

Former Magellan research head joins boutique

KANIKA SOOD  |  FRIDAY, 29 JUN 2018
... boutique business Fidante. She joins Jonas Palmqvist, Lachlan MacGregor and Jeff Thomson in managing the Alphinity Global Equity Fund. "Thomas, with her deep experience, analytical skills and sharp decision making ability is a terrific addition to our ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
... Investment Product of the Year: Fidelity Asia Fund Finalists: PIMCO Global Bond Fund Alphinity Wholesale Australian Equity Fund Antipodes Global Fund Lazard Global Infrastructure Fund Sales Team of the Year: Vanguard Investments Finalists: Fidante Robeco ...

T. Rowe Price appoints head of research

KANIKA SOOD  |  WEDNESDAY, 23 MAY 2018
... AUM includes unit investment trust and separate accounts, and is subject to adjustment. T. Rowe Price's Australian Equity Fund held $29.2 million and returned 8.15% over three years annualised, as at April 30. Its largest sector holding is in financials ...

Copia boutique appoints new portfolio manager

ALEX BURKE  |  TUESDAY, 10 APR 2018
... appointment occurs after Copia decided to transition the unit registry of the OC Premium Small Companies Fund, OC Dynamic Equity fund, OC Micro-Cap Fund, Vertium Equity Income Fund, Odey International Fund, Chester High Conviction Fund, Apollo Global ...

Praemium expands global SMA offering

JAMIE WILLIAMSON  |  TUESDAY, 10 APR 2018
Praemium SMA enhanced its suite of international model portfolios with the addition of a Franklin Templeton offering. The Franklin Concentrated Global Equity ex Australia Portfolio is now available to investors via the platform. It enables investment ...