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Showing 411 - 420 of 5020 results for "fees"

System Capital joins Fidante stable

JAMIE WILLIAMSON  |  MONDAY, 3 FEB 2025
... industries to deliver absolute returns," Margolin said. As at December end, the fund has returned 24.3% per annum before fees since inception. It is suited to family offices, high-net-worth investors, and retail clients. Fidante is partnering with System ...

Jones instigates CSLR review, levy hits $70m

KARREN VERGARA  |  FRIDAY, 31 JAN 2025
... create a further disincentive for people to join an already costly profession," he said. "What's more, the increased fees incurred by professionals will make the cost of receiving financial advice prohibitive for many ordinary Australians. The cost ...

Perpetual delivers 'mixed' performance in Q2

ELIZA BAVIN  |  THURSDAY, 30 JAN 2025
... growth of 1% in funds under advice driven by favourable market movements." Perpetual said it expects to recognise performance fees in its 2025 half year financial result of around $15.9 million for the six months to December 31 - this is a significant ...

Tyndall bolsters small cap team

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025
... small companies franchise. Since 31 December 2024, the small caps business has delivered an annual return of 15.41% before fees since its inception, outperforming its benchmark by 5.52%. "Josh's appointment underscores Tyndall AM's ongoing commitment ...

Regal FUM hits record high

MATTHEW WAI  |  WEDNESDAY, 22 JAN 2025
... demand" across credit and royalties, and real and natural assets. The results come after Regal announced its performance fees in the second half of last year, earning a whopping $25 million throughout the period.

ETFs, global equities dominate retail portfolios: Data

MATTHEW WAI  |  TUESDAY, 21 JAN 2025
... surging, Investment Trends said. The report also indicates that 47% of investors select their broker based on brokerage and fees, and up to 18% are unaware of FX fees charged by their international equities platforms. Investment Trends senior analyst ...

Super admin providers face reckoning in 2025: Finura

KARREN VERGARA  |  MONDAY, 20 JAN 2025
... Peter Worn told Financial Standard that pricing issues - when super funds for many years strived to drive down administration fees as much as possible - have played a major part in the trend. "But they almost have now got to a point where they have become ...

MA Financial readies first LIT for launch

MATTHEW WAI  |  MONDAY, 20 JAN 2025
... risk-adjusted target return of the RBA Cash Rate + 4.25% per annum over a rolling 12-month period (pre-tax, net of management fees and costs). Investors can benefit from exposure to an underlying $3.7 billion portfolio of 165 private credit investments ...

Mason Stevens rolls out super admin fee changes

MATTHEW WAI  |  WEDNESDAY, 15 JAN 2025
Mason Stevens Super has made a slew of changes to administration fees, while also adjusting the expense recovery fee and account keeping fee from February 14. In what is the first change to fees since the product's 2017 inception, Mason Stevens ...

Magellan names interim chief financial officer

ELIZA BAVIN  |  TUESDAY, 14 JAN 2025
... and we wish her all the best in her future endeavours," Formica said. Meantime, Magellan earned $6 million in performance fees in the last six months of 2024 and FUM dipped to $38.6 billion in December from $39.1 billion in November. Net outflows of ...