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Showing 31 - 40 of 1796 results for "Returned"

Spheria launches active ETF for small caps fund

MATTHEW WAI  |  TUESDAY, 14 APR 2026
... fund's strategy, which will be available as an unlisted fund, active ETF, and LIC (ASX: SEC). The unlisted fund has returned 3.2% over the past 12 months as at March 31, which underperformed the S&P/ASX Small Ordinaries Accumulation Index (13.7%) ...

Unit pricing errors hit two Mercer funds

KARREN VERGARA  |  TUESDAY, 14 APR 2026
... global listed property shares using a single investment manager. It has about $906 million in assets under management and returned 7.4% annually, according to Morningstar. In a separate notice, Mercer told investors the Mercer Cash Fund has also been ...

AQR picks SG Hiscock & Company as distribution partner

KARREN VERGARA  |  TUESDAY, 7 APR 2026
... diversifying strategy that may help bolster investor portfolios - especially in times of market volatility." The fund returned 28% p.a. in the last year versus the Bloomberg AusBond Bank Bill Index's 3.8% p.a. Over a 10-year period, it made 4.6% ...

Fidante shutters Ox Capital

KARREN VERGARA  |  WEDNESDAY, 1 APR 2026
... their dedication and our investors for their trust and support." The Dynamic Emerging Markets Fund at the end of February returned 9.8% p.a. over a three-year period while its index achieved 19.3% p.a. It had almost $60 million in assets. The Ox Capital ...

US private credit firm swoops in to save Star

ELIZA BAVIN  |  MONDAY, 30 MAR 2026
... take a break from trading on the ASX after the release of the Bell Report by the NSW Independent Casino Commission. Star returned to the ASX around a month later and saw its share price plummet by close to 50%. The report found there were "governance ...

Super funds must protect members, says Kirkland

MATTHEW WAI  |  FRIDAY, 27 MAR 2026
... It comes as Macquarie and Netwealth have both admitted to failures in relation to Shield and First Guardian and have returned more than $420 million collectively to around 4000 members. A court ruling last Friday determined that Macquarie breached the ...

Contact Asset Management terminates sole fund

JAMIE WILLIAMSON  |  WEDNESDAY, 25 MAR 2026
... year "which compares favourably to a blended S&P/ASX Mid-cap 50 & S&P/ASX Small Ordinaries Accumulation Index which has returned 8.7% over the same period." Over three and five years it slightly underperformed the same blended index. Instead of managing ...

FEATURE | Regulation: Picking up the pieces

KARREN VERGARA  |  TUESDAY, 24 MAR 2026
... about $1 billion in superannuation savings. At the time of writing, Macquarie Investment Management and Netwealth have returned $300 million and $101 million of capital to investors respectively. Netwealth, Diversa Trustees and Equity Trustees have all ...

Severe underperformance sees Polen Capital funds wound up

JAMIE WILLIAMSON  |  TUESDAY, 24 MAR 2026
... and Microsoft; at that time, it had $25.1 million in funds under management. Since its March 2021 inception the fund returned 14.30% against the MSCI All Country World Index (AUD) return of 83.09%. One class of the fund's units was 'Recommended' ...

Global X to tap humanoid robotics boom

JAMIE WILLIAMSON  |  FRIDAY, 13 MAR 2026
... robot-related automation businesses, like Fanuc Corp, Hyundai, Keyence Corp, Nvidia and Tesla. Since inception, it's returned 37.62%. A humanoid robot resembles the human body in shape and is designed to operate alongside humans to augment productivity. ...