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Showing 31 - 40 of 282 results for "Mutual fund"

Nucleus Wealth launches direct indexing option

CHLOE WALKER  |  THURSDAY, 31 MAR 2022
... options without needing to commit to the time, expense, and legal obligations of running an SMSF. "Where an index mutual fund, an index ETF or traditional superannuation fund merely tracks the index, direct investing allows investors to control their ...

Direct indexing: The next evolution?

CHLOE WALKER  |  MONDAY, 7 MAR 2022
By nature, humans love to customise things. From personalised recommendations on Netflix and Stan, to suggested playlists on Spotify or iTunes, everyone craves to have things that serve them by knowing them. An interaction with a device, person, or ...

Mirae to launch local ETF suite

KARREN VERGARA  |  FRIDAY, 25 FEB 2022
Mirae Asset Global Investments will make a big play for the local exchange-traded fund market, confirming it will launch a suite of products before the end of the year. The US$229 billion Korean asset manager is due to launch Global X, an ETF specialist ...

Magellan launches FuturePay

ANNABELLE DICKSON  |  TUESDAY, 1 JUN 2021
... cash and is a discretionary trust with FuturePay as the beneficiary and a Magellan entity as trustee. "It acts like a mutual fund as there is an upfront contribution on investment and has ongoing contributions from investment outperformance," Cairns ...

Tide turns in ETFs, managed funds inflows

KANIKA SOOD  |  FRIDAY, 22 JAN 2021
US exchange-traded funds ended 2020 with a new record for inflows, while managed funds set a record of their own - in highest outflows for a calendar year. Mutual funds are still roughly three times the size of ETFs in the United States, Morningstar ...

ETF industry approaches $100bn

ANNABELLE DICKSON  |  TUESDAY, 19 JAN 2021
As new investors turned to exchange-traded funds (ETFs) to cash in on the market volatility and consequent recovery in 2020, the industry reaped the benefits breaking several records, new research shows. The BetaShares Australian ETF Review for year ...

First Sentier launches infrastructure fund

KARREN VERGARA  |  FRIDAY, 15 JAN 2021
First Sentier Investors has launched a new US-listed infrastructure fund that is managed locally. The First Sentier American Listed Infrastructure Fund (FLIAX) aims to achieve income and capital growth by investing in a diversified portfolio of up to ...

Morningstar introduces new platform

KARREN VERGARA  |  FRIDAY, 15 JAN 2021
Morningstar has launched a new platform that helps advisers, traders and market analysts stay on top of market movements. Morningstar Market Monitoring provides real-time data, market insights and newsfeeds. The platform has 40 configurable web components ...

Australia bottoms out on fund disclosure

ANNABELLE DICKSON  |  TUESDAY, 15 DEC 2020
Australia has been given the lowest grade by a research house for being the only mutual fund market in the world that does not have regulated portfolio holdings disclosure. Morningstar's biannual Global Investor Experience (GIE) report gave Australia ...

Macquarie acquires US wealth manager

ANNABELLE DICKSON  |  THURSDAY, 3 DEC 2020
... capabilities and client base." The combined business will become a top 25 actively managed, long-term, open-ended US mutual fund manager by AUM across equities, fixed income and multi-asset solutions. Waddell & Reed Financial chief executive Philip J. ...