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Showing 31 - 40 of 128 results for %22Companies Accumulation Index%22

Boutique launches new Aussie equities fund

KANIKA SOOD  |  THURSDAY, 23 APR 2020
... Millner and Will Culbert. The duo also co-manage the WHSP and BKI portfolios. The new strategy invests in Australian companies which sit outside the S&P/ASX 50 and pass its initial screening for profitability and ability to pay a dividend in near future. ...

Best, worst performing Aussie equities funds

KANIKA SOOD  |  WEDNESDAY, 22 APR 2020
... instructive," Morningstar said. The best performer in large-cap category for March quarter was Hyperion Australian Growth Companies fund, while BetaShares Managed Risk Australian Share ETF (AUST) and AB Managed Volatility Equities continued to deliver ...

Boutique portfolio manager to retire

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... senior analyst Martin Byers, who joined the firm two years ago after a decade at UBS where he specialised in emerging companies. Byres will manage Celeste's small companies strategy alongside Paul Biddle who has been with the company since 2005. ...

Tribeca Alpha Plus leaks $600m, rebuilds

KANIKA SOOD  |  TUESDAY, 27 AUG 2019
... she said. The fund has traditionally taken positions in bigger ASX 200 stocks but is now investing in slightly smaller companies. The Tribeca Alpha Plus Fund (Class A) has beat the benchmark by 2.49% over the three months to 31 July after a year of underperforming ...

Sean Fenton back with Sage Capital

KANIKA SOOD  |  WEDNESDAY, 21 AUG 2019
... according to momentum (including growth), value and quality factors. The team then does fundamental research on the companies at the extremes of the ranking to build the portfolio of about 100 stocks, adding risk controls. "Quantitative exploits behavioral ...

Zurich inks exclusive retail distribution deal

KANIKA SOOD  |  TUESDAY, 13 AUG 2019
... distribution agreement with Zurich Investments and has also won the mandate to manage Zurich's $60 million small companies fund. Zurich Investments will now be the sole distributor of the Frank Villante and Paul Biddle's small caps boutique Celeste ...

New Perennial small caps active ETF

KANIKA SOOD  |  FRIDAY, 24 MAY 2019
... caps ETFs but these are not ESG focused. IMPQ will hold between 20 and 70 Australian/New Zealand stocks and exclude companies that derive more than 10% of their revenue from fossil fuels, alcohol, tobacco, weapons, forestry activities, gambling, modern ...

Tribeca portfolio manager departs

KANIKA SOOD  |  TUESDAY, 9 APR 2019
... ownership of the boutique. GSFM still acts as a distributor for Tribeca's three strategies: the long-short equities, smaller companies and natural resources.

New fund to invest in low-carbon Aussie stocks

KANIKA SOOD  |  FRIDAY, 1 MAR 2019
A global manager has launched a new fund to invest in ASX-listed companies that have a lower exposure to carbon emissions and fossil fuel companies. The Russell Investments Low Carbon Australian Shares Fund will use the S&P/ASX 300 Accumulation Index ...

Ausbil launches dividend income fund

KANIKA SOOD  |  WEDNESDAY, 20 FEB 2019
The $11 billion equities manager has launched a fund that will invest in S&P/ASX 200 companies with the aim of paying monthly distributions. The Ausbil Active Dividend Income fund will generate dividend income through cyclical opportunities, earning ...