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Showing 31 - 40 of 280 results for "Companies Fund"

New mandates boost Clime FUM

KARREN VERGARA  |  MONDAY, 29 JUL 2024
... the quarter and adjusted for the sale of Madison. Its other products, the Clime All Cap Fund and the Clime Small Companies Fund returned 15.4% and 15.82% respectively. "The strong returns not only saw the group achieve performance fees in FY24 but supports ...

Macquarie AM bags top manager gong

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... Plato Australian Shares Income Fund Australian Equities - Income Focused UBS Asset Management UBS Australian Small Companies Fund Australian Listed Property Pendal Pendal Property Securities Fund ESG - International Equities Dimensional Fund Advisors ...

NovaPort Capital team calls it a day

JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2024
... Fidante considered finding an alternative investment manager for the NovaPort Microcap Fund and NovaPort Smaller Companies Fund, it said the uncertainty of doing so coupled with the result of the business review and expected decline in flows ultimately ...

The top investment funds over the past year

ANDREW MCKEAN  |  FRIDAY, 10 MAY 2024
... return. It was followed by the Ausbil Australian SmallCap Fund (16.8%) and the DNR Capital Australian Emerging Companies Fund (12%).

First Sentier axes investment units, AUM takes $14bn hit

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... the First Sentier WS Strategic Cash Fund lost $1.3 billion in net outflows. The First Sentier Australian Small Companies Fund lost $221 million for the period, while the Stewart Investors WS Worldwide Sustainability Fund and First Sentier Concentrated ...

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
... flagship Australian Share fund, which achieved a 10-year return of 10.8% compared to the 8.3% benchmark. Its Emerging Companies fund, which invests in small caps, achieved a 12.6% return since inception, beating the 6.9% benchmark. "We've always seen ...

Female fund managers boast 1.2% alpha

KARREN VERGARA  |  FRIDAY, 8 MAR 2024
... and 15-year periods. Under Stevanovic's qualitative lead, the fund is in good stead." Kanelleas' Australian Small Companies Fund is currently in the top two quartiles of performance relative to category peers over all rolling periods ranging from one ...

Bell Asset Management looks to exit RE services

JAMIE WILLIAMSON  |  THURSDAY, 15 FEB 2024
... managing investments. Bell Asset Management has asked investors in its Bell Global Equities Fund, Bell Global Emerging Companies Fund and Bell Global Sustainable Fund to vote in favour of installing Perpetual's The Trust Company as RE. The fund manager ...

Spheria mulls converting emerging companies LIC

ANDREW MCKEAN  |  WEDNESDAY, 17 JAN 2024
... conditional proposal allowing shareholders to exchange their shares for units in the Spheria Australian Smaller Companies Fund. This follows SEC consistently trading below its net tangible asset (NTA) per share since its IPO in December 2017, despite ...

Spatium Capital selects trustee, administrator for small caps fund

CASSANDRA BALDINI  |  TUESDAY, 28 NOV 2023
... Melbourne-based Spatium Capital has named True Oak as its trustee and the ASCENT Group as the administrator of its small companies fund. True Oak and the ASCENT Group are expected to oversee the Spatium Capital Small Companies Fund (SSCF) from early ...