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Showing 31 - 40 of 283 results for "Return Fund"

Schroders adjusts fund return targets

ANNABELLE DICKSON | MONDAY, 1 FEB 2021

... economies around the world. The Schroder Real Return CPI Plus 3.5%, Schroder Real Return CPI Plus 5% and Schroder Real Return Fund (managed fund) have been renamed and given new return objectives. In a note to the market, Schroders said market conditions ...

Watermark LIC seeks restructure

KANIKA SOOD | MONDAY, 28 SEP 2020

... seek court and shareholder approval to convert all its units to a new share class in Watermark's unlisted Absolute Return Fund. It follows ALF appointing an independent board committee on September 3 to review options for the best capital management ...

Boutique appoints chief operating officer

KANIKA SOOD | FRIDAY, 18 SEP 2020

... LIC called the Australian Leaders Fund (ALF) and the $30 million unlisted managed fund called the Watermark Absolute Return Fund.

Watermark sheds market neutral fund

KANIKA SOOD | THURSDAY, 17 SEP 2020

... LIC called the Australian Leaders Fund (ALF) and the $30 million unlisted managed fund called the Watermark Absolute Return Fund. The market neutral fund's new manager, Dalton Street Capital has had an eventful year. Its old distribution partner was ...

Chief economist update: AUD on the up and up

BENJAMIN ONG | TUESDAY, 1 SEP 2020

Financial markets view the A$ as a risk currency - it's sold off in times of heightened uncertainty - and has a high growth beta - only bought in times of global prosperity. So Virginia, how do we explain the rise and rise of the Australian dollar ...

K2 Asset Management reports loss

KANIKA SOOD | FRIDAY, 14 AUG 2020

... growth. All five of K2's funds had negative absolute returns for FY20, ranging from -5.3% for the K2 Asian Absolute Return Fund to -12.7% for the K2 Australian Absolute Return Fund. The firm has $106.5 million in total funds under management at year ...

Pendal adds SRI lense to multi-asset fund

HARRISON WORLEY | WEDNESDAY, 24 JUN 2020

Pendal has increased the consideration of sustainability factors in its multi-asset target return fund, in what it claims is an Australian first. The global investment manager has introduced a new set of screens to its $189 million multi-asset target ...

The secret to neutralising sequencing risk

ALLY SELBY | TUESDAY, 16 JUN 2020

... investment management firm says the key to avoiding sequencing risk is to build an "all weather" portfolio. Absolute-return fund Cor Capital said pre-retirees and retirees in particular need to pay attention to sequencing risk to avoid significant losses ...

Regal Atlantic fund up 12.5% in May, down 61.65% YTD

KANIKA SOOD | THURSDAY, 11 JUN 2020

Regal Funds Management's Atlantic Absolute Return Fund returned 12.50% in May but is still down 61.65% since the start of the year. May's returns came primarily from its long holdings which rose almost 30% in the month while short positions ...

Regal Atlantic fund perks up in April

KANIKA SOOD | THURSDAY, 14 MAY 2020

Regal's Atlantic Absolute Return Fund posted a 14% rise in April, looking up from its -58.6% returns for March and -32% for February. The fund, which invests in global stocks and aims to max returns regardless of market fluctuations, benefited from ...

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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.

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