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Showing 421 - 430 of 4543 results for "Holding"

UniSuper's environmental option returns -16%

JAMIE WILLIAMSON  |  TUESDAY, 30 JUL 2024
... Most importantly, we're not having to pay as high a price to access those themes," he explained. Tesla is the largest holding in the option, with about 7% of the portfolio invested in it, or $149.8 million as at February end. Its share price has ...

London-based boutique opens fund to local investors

ANDREW MCKEAN  |  MONDAY, 29 JUL 2024
... "Tail" insurance-like strategies designed to yield significant returns during steep market downturns while maintaining low holding costs to reduce the impact on performance in stable markets; "Trend" following strategies across equities, bonds, FX, and ...

Top 10 Australian share funds of FY24

ANDREW MCKEAN  |  MONDAY, 29 JUL 2024
... head of equities for the Pacific Shannon Reilly noted that long-short strategies performed well over the June quarter, holding several spots among the top 10 managers in Mercer's Australian shares investment manager universe. A key theme among the group ...

AMP product chief jumps to Perpetual

ELIZABETH FRY  |  FRIDAY, 26 JUL 2024
... AMP, where he served as head of product and clients since December 2021. Before that, he spent nine years at AMP Capital, holding several roles including head of product - multi-asset as well as senior product manager of innovation and new ventures. ...

Reconsider the home as a retirement income pillar: Actuaries Institute

ANDREW MCKEAN  |  MONDAY, 22 JUL 2024
... understand what they are getting into." More than 80% of Australians aged 65 to 74 live in their own home, with retirees holding an estimated $1.3 trillion worth of housing equity. However, many do not consider their home a financial asset that could ...

Beaconsfield takes control of New Quantum

ANDREW MCKEAN  |  MONDAY, 22 JUL 2024
... manager Beaconsfield Capital has appointed McGrathNicol as receivers and managers to New Quantum Holdings, a non-trading holding company with operating subsidiaries including wealth management software platform New Quantum and options broker Morrison ...

Regal splashes out on slice of Argyle Group

JAMIE WILLIAMSON  |  FRIDAY, 19 JUL 2024
Regal Partners will claim a minority stake in specialist water entitlements investment manager Argyle Group, following the latter's recent restructure. The two parties have entered an agreement for Regal to acquire 40% of Argyle Group Holdings and 40% ...

ASIC permanently bans Queensland adviser

ELIZA BAVIN  |  THURSDAY, 18 JUL 2024
The Australian Securities and Investments Commission (ASIC) has banned Queensland-based financial adviser Anass Abdalla. ASIC said Abdalla has been banned from providing any financial services, performing any function involved in the carrying on of ...

Kidmans acquires wealth advisory firm

KARREN VERGARA  |  WEDNESDAY, 17 JUL 2024
Kidmans Partners, a member of the Count network, has acquired Victorian accounting and financial advice firm Zanacorp for $2.1 million. Kidmans will pay 70% of the consideration for Elsternwick-based Zanacorp upon completion and the remainder will be ...

Betashares launches new currency hedged ETF

ANDREW MCKEAN  |  TUESDAY, 16 JUL 2024
... today launched the S&P 500 Equal Weight Currency Hedged ETF (ASX: HQUS) to provide exposure to leading US companies. Each holding in the index is weighted equally and foreign currency exposure is hedged against the Australian dollar. Betashares chief ...