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Showing 31 - 40 of 155 results for "Wholesale funds"

Ethical fund awards registry mandate

ANNABELLE DICKSON  |  WEDNESDAY, 10 FEB 2021
... competitive returns in an ethical and sustainable way." U Ethical was established in 1985 and currently had six wholesale funds on offer and three retail including the Funeral Fund which allows investors to invest for their funeral expenses with the ...

Vanguard growth ETFs shine

KARREN VERGARA  |  WEDNESDAY, 20 JAN 2021
Two Vanguard exchange-traded funds have outperformed actively managed wholesale funds in the growth category, new Rainmaker research finds. Vanguard Diversified High Growth Index ETF (VDHG) and Vanguard Diversified Growth Index ETF (VDGR) delivered ...

Funds management in ASIC spotlight

ELIZA BAVIN  |  THURSDAY, 19 NOV 2020
... trillion dollars' worth of assets under management in Australia, invested across retail investment products and wholesale funds. Deloitte Access Economics is working with us on the underpinning research," Chester said. "It is a truth universally ...

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. ...