The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 31 - 40 of 307 results for "Accumulation Index"

New boutique hires EQT as RE

KARREN VERGARA | MONDAY, 31 JUL 2023

... will launch in September, and invests in smaller Australian companies and tracks the S&P/ASX Small Ordinaries Accumulation Index. The boutique is headed by Jarred Rubin as chief executive and managing director and chief investment officer Michael Skinner. ...

Tyndall launches Aussie small cap fund

JAMIE WILLIAMSON | THURSDAY, 18 MAY 2023

... consistent risk-adjusted returns over the long term, with capital growth. It tracks the S&P/ASX Small Ordinaries Accumulation Index and has a minimum investment of $10,000. "We're excited to be adding Australian small caps to our suite of capabilities ...

Managed accounts achieve record inflows: IMAP

CHLOE WALKER | TUESDAY, 28 MAR 2023

... second half of 2022 delivered a strengthened market with a 9.8% increase in the value of the ASX / S&P 200 Accumulation Index, he noted. "These stronger markets have essentially regained the -9.9% fall in the prior six month period and demonstrate the ...

Aussie income equities fare well amid turmoil

JAMIE WILLIAMSON | MONDAY, 14 NOV 2022

... sectors, Australian income equities fared best with a median return of -3.9%. For the same period, the S&P ASX 200 Accumulation Index saw -7.7%. The best performing Aussie equities income fund for the 12 months to September end was the SPDR MSCI Australia ...

IPS partners to launch equity market solution

CASSANDRA BALDINI | THURSDAY, 29 SEP 2022

... dividends paid over the period," confirmed a statement. Horizon founder David Offer commented that the ASX 200 accumulation index has returned less than 9% pa over the last 10 years, so in that context a yield of more than 8% is very meaningful to clients ...

Regal Partners secures $420m mandate

CASSANDRA BALDINI | MONDAY, 19 SEP 2022

... Regal Australian Long Short Equity Strategy is an active extension that aims to outperform the S&P/ASX 300 Accumulation Index over a rolling five-year period, net of fees. Since its 2009 inception, the fund has delivered an annualised return of 14.26% ...

Martin Currie introduces Aussie equities strategy

ANDREW MCKEAN | THURSDAY, 18 AUG 2022

... commented. The strategy is co-managed by Matthew Davison and Sam Li and aims to outperform the S&P/ASX 200 Accumulation Index over rolling three-year periods. It first commenced in November 2021 and is now being opened to the public. Martin Currie Australia ...

Mercer pumps $100m into Perennial Partners strategy

CHLOE WALKER | MONDAY, 25 JUL 2022

... years ago, the Trust has delivered a +7.0% p.a. return net of fees, outperforming the S&P/ASX Small Ordinaries Accumulation Index benchmark by +5.1% p.a."

Managed accounts FUM at $131bn

CHLOE WALKER | TUESDAY, 15 MAR 2022

... Huang added: "The investment markets grew steadily in the last half of 2021, with the value of the ASX/S&P 200 Accumulation Index experiencing a modest 3.8% over the period, (compared with the 12.9% increase in the prior six months). "The level of volatility ...

Aussie small-cap fund returns 40%

KARREN VERGARA | FRIDAY, 11 MAR 2022

... (19.5% p.a.) and Concentrated Australian Equities Fund (19.2% p.a.). The comparable benchmark, the S&P ASX 200 Accumulation Index, returned 9.8% p.a. On a median basis, Rainmaker found that international equities (24.4% p.a.), property (19.7% p.a.) ...

PAGE:

Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

Videos

Brought to you by

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Strength amid noise

A guaranteed future

Maintaining a fundamental focus in a world obsessed with the short term

Follow the leaders

The market has changed. The opportunity hasn't.

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE