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Showing 31 - 40 of 5198 results for "Small"

The funds delivering up to 30% returns: Mercer

ELIZA BAVIN  |  MONDAY, 29 APR 2024
Mercer's investment performance charts have revealed which Australian funds are giving investors the biggest returns, with some delivering over 30%. ECP Asset Management's All Cap fund was the top performer, delivering a massive 32% annual return, before ...

Fund managers nervously await 'golden visa' reforms

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... review suggested considering whether the BIIP should be retained as a substantial program. "We note that outcomes for the small Significant Investor stream have been stronger than for the remainder of the BIIP. If there is a desire to retain some element ...

Proposed super tax obfuscates legacy pensions rules: SMSFA

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... asked to do this calculation and report the value in their annual return. Compounding this difficulty is the relatively small and declining number of these pensions, meaning it's unlikely SMSF administration platforms will undertake this calculation," ...

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

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... 2023 shows that 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 ...

LIT delisting simplifies Forager: CIO

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... management benefits by some margin." The fund manager also runs the Forager International Shares Fund, which invests in global small and mid-cap stocks. It has returned 28.2% in the year to March and 12.9% since it was incepted in 2013.

S&P/ASX200 tipped to hit 8300: VanEck

KARREN VERGARA  |  TUESDAY, 23 APR 2024
The S&P/ASX200 is set to rise nearly 10% to 8300 by the end of the year, VanEck predicts, as Australia will also continue to avoid the "most anticipated recession" that never happened. Australia's blue-chip stocks are poised to surge further after ...

Auditors lambast mandatory climate reporting requirements

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
Almost 90% of surveyed auditors do not support the government's requirements to implement mandatory climate reporting and assurance on private companies, not-for-profits and companies limited by guarantee, according to a new survey. The survey was conducted ...

AMP North adviser inflows rise 22%

ANDREW MCKEAN  |  THURSDAY, 18 APR 2024
... deposit books, to help address margin pressures," George said. "We are making good progress on the development of our digital small business and consumer bank offer, launching in Q1 25, to lessen funding risks over the medium term by broadening the customer ...

Praemium loses $700m due to adviser transitions

ELIZA BAVIN  |  THURSDAY, 18 APR 2024
... was a significant retreat from the elevated $334 million in net outflows of the previous quarter. The risk remains that a small number of key advisers who have moved advice groups will transition their clients to a non-Powerwrap solution," Wamsteker ...

Small cap investors told to 'stop whinging'

ELIZA BAVIN  |  THURSDAY, 18 APR 2024
Forager Funds Management chief investment officer Steve Johnson has told small cap investors to "stop whinging" about share prices. In an exerpt from the March Quarterly Report, Johnson said there are plenty of smaller companies that have seen significant ...