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Showing 461 - 470 of 1706 results for "Asset allocation"

HESTA consolidates investment options

JAMIE WILLIAMSON  |  WEDNESDAY, 12 AUG 2020
... is a reduction to the Property option's current 1.07% investment fee and 0.17% ICR. Meanwhile, the strategic asset allocation will change to 10% cash, 45% property and 45% infrastructure. Those currently invested in its Private Equity option will be ...

Emerging market debt rebounds

ELIZA BAVIN  |  WEDNESDAY, 12 AUG 2020
... local-currency debt, according to Eaton Vance. Eaton Vance institutional portfolio manager director and alternative and asset allocation strategies, Bradford Godfrey said he believes the EM market is entering a new phase. "We believe the market has entered ...

Boutique launches multi-asset fund

KANIKA SOOD  |  MONDAY, 10 AUG 2020
... equity income generating securities. It will give investors 12-month visibility over the expected yield. Neutral asset allocation will be 60% defensive assets and 40% growth assets. The fund is permitted to obtain leverage via short selling (set at maximum ...

Vanguard funds downgraded by Morningstar

KANIKA SOOD  |  WEDNESDAY, 5 AUG 2020
... process by Morningstar. "Vanguard wishes to make it clear that the investment process, including the strategic asset allocation process undertaken by the world class investment management group, remains unchanged since being rated by Morningstar as Gold." ...

Aussie investors unhappy with pandemic performance

ANNABELLE DICKSON  |  TUESDAY, 28 JUL 2020
... done this but plan to in the coming months. bfinance found only 25% of respondents are changing their strategic asset allocation this year with most happy with the results of actively managed strategies across asset classes. In Australia, this was much ...

State Street to launch ESG ETF

ANNABELLE DICKSON  |  MONDAY, 27 JUL 2020
State Street Global Advisors is expecting to launch a new low-cost environmental, social and governance (ESG) ETF on the ASX on August 5, with a similar risk-return to the ASX 200. The SPDR S&P/ASX 200 ESG Fund will go by the ticker E200 and is the ...

Sovereign investors keen on gold, infrastructure

KANIKA SOOD  |  TUESDAY, 21 JUL 2020
... the lowest level of equity allocations since 2013 both relative to fixed income and as an overall proportion of asset allocation: 26% (equities) versus 34% (fixed income). Adding on GFC lessons and the lack of withdrawal imperatives, they were well positioned ...

GMO acquires Japanese equity manager

ALLY SELBY  |  THURSDAY, 16 JUL 2020
... strategy will be available as a new standalone offering for GMO clients and a complementary investment within GMO asset allocation portfolios." The move comes as the firm directs capital towards areas of the market where it sees "compelling opportunities". ...

QIC appoints general manager

KANIKA SOOD  |  TUESDAY, 14 JUL 2020
... liquid alternatives the industry fund, where she built the liquid alternatives program, helped develop the active asset allocation and currency models and ran several strategic asset allocation reviews. She joined towards April end. In her new role at ...

Best performing managed funds revealed

ELIZA BAVIN  |  THURSDAY, 9 JUL 2020
... Growth Trust with 6.7% pa and BlackRock's Tactical Growth Fund with 5.7% pa. JPMorgan led the way in dynamic asset allocation with its Global Macro Opportunities Fund returning 7.8% pa over three years. Australian equities large cap best performers ...