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Showing 31 - 40 of 198 results for "Unhedged"

Australian Retirement Trust reduces fees, ups premiums

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
... Retirement, Conservative, Shares, Australian Shares, International Shares - Index (hedged), International Shares - Index (unhedged), Australian Property - Index, and Diversified Bonds - Index options will also be reduced. However, members invested in ...

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... Australian Equities High Conviction, GQG Partners Global Equity, Intermede Global Equities, Quay Global Real Estate (Unhedged), Sage Capital Equity Plus, Nanuk New World, AXA IM Sustainable Equity, Pendal Global Select, CFS ETF Exposure Series: Physical ...

Future Generation expands Plato mandate

CHLOE WALKER  |  THURSDAY, 6 OCT 2022
... new allocation to Plato's Global Net Zero Hedge Fund, supporting its ambition to outperform the MSCI World Net Returns Unhedged Index while achieving a net zero carbon footprint. Launched in September last year, the Plato Global Net Zero Hedge Fund is ...

4D Infrastructure launches currency hedged fund

CHLOE WALKER  |  TUESDAY, 2 AUG 2022
... foreign exposure. In launching the hedged option, 4D's flagship fund has been renamed the 4D Global Infrastructure Fund (Unhedged) for clarity, however its investment team, objectives and processes remain the same. Commenting on the launch, 4D global ...

Dimensional launches PIEs in NZ

STAFF WRITER  |  MONDAY, 20 JUN 2022
... specific sustainability goals. The funds went live on June 22. Both named Dimensional Global Sustainability PIE Fund, one is unhedged while the other is hedged to the New Zealand dollar. Within both, the firm will apply its sustainability approach - ...

Switch to value could hurt super: Research

JAMIE WILLIAMSON  |  MONDAY, 7 MAR 2022
... Rainmaker Information shows benchmark returns for Australian equities in January 2022 were about -6% and -2% for currency unhedged international equities. While the impact of this was felt, it pales in comparison to the -27% for Australian equities and ...

Quay unveils currency hedged fund

KARREN VERGARA  |  WEDNESDAY, 2 FEB 2022
... light of this, the existing fund, the Quay Global Real Estate Fund, has been renamed the Quay Global Real Estate Fund (Unhedged), but the investment team, objectives and processes are unchanged. Co-principals and portfolio managers Chris Bedingfield ...

Fidante boutique launches flagship fund

KARREN VERGARA  |  MONDAY, 27 SEP 2021
... absolute return and capital growth over the long term and outperform the MSCI Emerging Markets Net Total Return Index (AUD) Unhedged benchmark after costs over rolling five-year periods. It targets retail investors with a minimum of $10,000. The fund ...

How YFYS test will change currency investments

ELIZABETH MCARTHUR  |  THURSDAY, 2 SEP 2021
... interest rate 'carry'," Simmons said For example, he said there was a 30% difference in returns between fully hedged and unhedged global equities during the GFC and a 15% difference during the COVID-19 induced market volatility in March 2020. This is ...

Vision Super seeds emerging market debt fund

ANNABELLE DICKSON  |  MONDAY, 2 AUG 2021
... Michael Wyrsch said. The fund also hedges 100% of the US dollar exposure while leaving active local currency exposures unhedged versus the Australian dollar. This results in investors benefiting from the Australian dollar's positive correlation with ...