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Showing 31 - 40 of 152 results for "Wholesale funds"

BT changes adviser fee structure

ELIZA BAVIN  |  TUESDAY, 3 NOV 2020
... though the disclosure and functionality of our systems has enabled it. "This also applies to all Advance and BT Wholesale Funds (including BT Index Funds), where we have seen very little take up of ongoing advice fees." Additionally, Greenhalgh said ...

Managed funds recover FUM losses

ANNABELLE DICKSON  |  WEDNESDAY, 16 SEP 2020
... $1.139 billion and $906 billion respectively. Retail managed funds increased FUM by 5.9% or $50.2 billion while wholesale funds grew by $50.4 billion over the quarter which made up for nearly half the losses from March. Plan For Life analysis said: "[Markets] ...

Perpetual slashes fees

ALLY SELBY  |  THURSDAY, 23 JUL 2020
... pricing and income are more important than ever for advisers and their clients." Five of the investment manager's wholesale funds will see fee reductions by October, including Perpetual's Wholesale Diversified Income Fund, its Ethical SRI Credit Fund ...

Best performing managed funds revealed

ELIZA BAVIN  |  THURSDAY, 9 JUL 2020
Funds from IOOF, Vanguard and Fiducian figure among the top-five performers among wholesale funds, in the latest Rainmaker Information tables to May end. In the growth category, IOOF MultiMix Growth Trust took the top spot with returns of 7.1% pa over ...

New private debt fund

KANIKA SOOD  |  MONDAY, 6 JUL 2020
... has a minimum investment size of $1000, will act as a wholesale investor in a sub-trust that invests in other wholesale funds managed by Metrics, including its diversified Australian senior loan fund (DASLF), the secured private debt fund II (SPDF II) ...

IFM Investors hits back at MP demanding probe

KANIKA SOOD  |  THURSDAY, 4 JUN 2020
... pages. "Nor is it clear that you have asked APRA and ASIC to review the related party arrangements involving the wholesale funds management industry," he said. The letter drew attention to past enquiries that have looked into vertical integration and ...

Morningstar downgrades two Vanguard funds to neutral

KANIKA SOOD  |  WEDNESDAY, 13 MAY 2020
... Analyst Rating of Neutral." In response, Vanguard called attention to its mutual structure, zero brokerage on wholesale funds and ETFs for individual investors via Vanguard Personal, and 25 fee cuts across its Australian offerings over the last decade. ...

Wholesale property fund revises down valuations

KANIKA SOOD  |  TUESDAY, 7 APR 2020
This morning, GPT Group told investors in two wholesale funds of downward revisions to the book value, citing combination of drop of rental income and retail valuations post COVID-19. The GPT Wholesale Shopping Centre Fund recorded an 11% decline in ...

UBS says goodbye to ETFs

KANIKA SOOD  |  THURSDAY, 19 MAR 2020
... which had failed to attract investors. UBS has decided to convert three other ETFs (UBA, UBW, UBP) to unlisted wholesale funds, and is asking investors to send their choices in regards to the change by April 29. These are the larger funds of the lot ...

TAL loses super fund mandate

JAMIE WILLIAMSON  |  MONDAY, 2 MAR 2020
... curate their own investment portfolios, investing their superannuation in ASX listed shares and more than 150 wholesale funds. It merged with AMG Super in November 2018. In December, TAL was cut as group insurer for TelstraSuper after 13 years.