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Showing 431 - 440 of 1472 results for "Managed funds"

Fund manager launches HNW advice

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... December 2018. He will continue as a director and chair of Clime Capital. Clime offers individually managed accounts, managed funds and two listed investment companies, Clime Capital (ASX: CAM) and CBG Capital (ASX: CBC).

ETFs: Buy strategy not structure

DARREN SNYDER  |  THURSDAY, 15 NOV 2018
... strategies. Establishing the EQMF or active ETF was driven by a "secular shift" where investors were moving from unlisted managed funds to listed offerings. However it is much more than an active and passive switch. "An investor might move from an actively ...

Morningstar IM appoints regional chief investment officer

KANIKA SOOD  |  TUESDAY, 13 NOV 2018
... Watcher will lead Morningstar's investment management teams in Australia and oversee the multi-asset and equity managed funds and managed accounts capabilities. He will report to Morningstar IM group president and global chief investment officer Daniel ...

Maximising retirement planning in an era of volatility

KARREN VERGARA  |  MONDAY, 12 NOV 2018
... of the risk control element, he said. But one way of looking at annuities, Elsworth said, is similar to actively managed funds whereby some meet objectives but others don't. Some of the benefits of newer retirement products are that they are "insurance-type" ...

Magellan boosts retail push for Airlie

KANIKA SOOD  |  THURSDAY, 25 OCT 2018
... $3.25 to $5.5 billion opportunity, saying it can grab 5-10% of the $65 billion market opportunity in active unlisted managed funds.

What 1% in fees could do to investments

KANIKA SOOD  |  FRIDAY, 19 OCT 2018
... the amount of their fee." Hodge is referring to InvestSMART research released last month that found eight in 10 managed funds in Australia failed to hit benchmark returns over a 10-year horizon. The average underperformance was 1.88% while the average ...

BTFG expands tobacco divestment

HARRISON WORLEY  |  THURSDAY, 18 OCT 2018
... sustainable investing to be important. BT said the ESG exclusions had been applied across the majority of its internally managed funds - including its $21 billion asset rich MySuper funds from October 1. The remaining funds will get the same treatment ...

Charity comparator to launch premium service

KANIKA SOOD  |  MONDAY, 15 OCT 2018
... It will be open to wealthy patrons as well as charities looking to give to other NFPs. "Think of it almost as a managed funds type of review," co-founder Peta Tilse said. The premium version is set to launch by early next year. The company is currently ...

IOOF expands managed accounts offering

KARREN VERGARA  |  FRIDAY, 12 OCT 2018
... account solution Managed Portfolio Service (MPS) will now include multi-asset models that combine direct equities with managed funds on its flagship platform, IOOF Pursuit Select. IOOF said this evolution of MPS provides advisers the ability to offer ...

Funds SA portfolio manager leaves, team to expand

KANIKA SOOD  |  WEDNESDAY, 10 OCT 2018
... is bidding farewell to a long-standing portfolio manager who looked after its alternatives portfolio. Clive Boyce managed Funds SA's private equity, infrastructure and opportunistic property investments, starting in 2005. He stepped away from full-time ...