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Showing 31 - 40 of 661 results for "Income Fund"

Morningstar downgrades PIMCO, Vanguard funds

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2023
... a result, four products were downgraded and three were upgraded. Among the downgrades, the AB Dynamic Global Fixed Income Fund's rating was reduced from Bronze to Neutral. Morningstar said this is the result of cumulative changes across AB's global team ...

Another Aussie mandate for Apex Group

CHLOE WALKER  |  WEDNESDAY, 29 MAR 2023
Brisbane-based investment firm Hamilton12 has selected Apex Group as administrator of its new Australian Shares Income Fund. The Hamilton12 Australian Shares Income Fund, launched this month, aims to generate long-term after-tax returns for Australian ...

ASIC grants MSC Trustees new powers

KARREN VERGARA  |  MONDAY, 20 MAR 2023
... serve as trustee and responsible entity for two of its funds: the Alceon Australian Property Fund and Alceon Debt Income Fund. They have a combined funds under management of $660 million. MSC replaced Certane Group's Real Estate Partners.

Super tax break crackdown to hit $410bn in savings

ANDREW MCKEAN  |  WEDNESDAY, 1 MAR 2023
... contribution caps, including age-based contributions caps, that ever since have been compliance nightmares for high income fund members and their financial advisers, and accountants."

Link due to settle defunct Woodford fund with FCA

KARREN VERGARA  |  MONDAY, 20 FEB 2023
... discussions" with the UK's financial markets regulator to settle its investigation against the failed Woodford Equity Income Fund. The case has dragged on since 2019, when fundie Mark Woodford went on YouTube to apologise to investors, whose money ...

Calastone reports sharp managed fund flow declines in 2022

ANDREW MCKEAN  |  TUESDAY, 24 JAN 2023
... showed a sharp decline in inflows across all asset classes, with the biggest drop coming from fixed income funds. Fixed income fund inflows decreased dramatically, shrinking by 95% to $562 million. Rising inflation and delayed actions by central banks ...

Link Fund Solutions hit with further legal action

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2023
... Link breached the FCA Handbook rules and failed to properly carry out the management function of the Woodford Equity Income Fund," Leigh Day's action states. Acknowledging the action via an ASX statement, Link Group said: "LFS will vigorously defend ...

Global equities to grow in 2023: Plato

CHLOE WALKER  |  MONDAY, 16 JAN 2023
... in 2022 (+15.8% in AUD), and we expect this trend to moderate in 2023 as interest rates rise," Plato Global Shares Income Fund portfolio manager Daniel Pennell said. "However, we believe global shares will continue to provide Australian investors a great ...

Equity Trustees wins ClearLife mandate

ANDREW MCKEAN  |  THURSDAY, 15 DEC 2022
... Fund. That same month, GQG Partners also awarded a responsible entity mandate to Equity Trustees for its new dividend income fund.

Qualitas promotes to newly created role

CHLOE WALKER  |  TUESDAY, 6 DEC 2022
... In his new role, Power will be responsible for the income credit business which includes the Qualitas Real Estate Income Fund, the Qualitas Senior Debt Fund, and various domestic and offshore institutional mandates. Based in Melbourne, he will report ...