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Showing 31 - 40 of 95 results for %22Reference Portfolio%22

Cooper Investors launches equities fund

KANIKA SOOD  |  MONDAY, 22 JUL 2019
... gross absolute return p.a. in the two and half years to June end. One year gross absolute return was 14.3% versus the reference index's 6.1%. Volatility and downside capture were roughly 88% and 62% respectively of the reference index. The manager uses ...

Fund managers lag on ESG

KANIKA SOOD  |  FRIDAY, 5 JUL 2019
... Future Generation Global Investment Company. However, Magellan disclosed ESG performance data with limited usage, made no reference to portfolio decarbonistion coalition, did not disclose employee pay metrics (similar to other two), and has a consistently ...

NZ Super Fund delivers 12.4pct, braces for future

KANIKA SOOD  |  TUESDAY, 2 OCT 2018
The NZ Super Fund delivered 12.43% in FY18, beating its passive reference portfolio benchmark by 2.02% and is now bracing for a changing economic landscape. The $39 billion fund has reaped the rewards of its growth-asset allocations but is now reducing ...

Chief economist update: BOJ to stop throwing good money after bad?

BENJAMIN ONG  |  TUESDAY, 24 JUL 2018
... Nikkei-225 index dropped by 1.3%. If I remember correctly, it was only about three months ago that the BOJ dropped the timing reference as to when it expects to reach its inflation target because consequent exit speculations that these trigger negate ...

Dover exit renews self-licensing calls

ALEX BURKE  |  MONDAY, 25 JUN 2018
... those 400 advisers will go, and ASIC has warned prospective licensees that they will need to "get audit reports and/or a reference from the licensee before Dover, and/or do other assessments of the person's competence." On the institutional side, with ...

SMSFs missing out on returns

KANIKA SOOD  |  WEDNESDAY, 6 JUN 2018
... MySuper products by 1.2% over the year; 0.3% over three years; 0.8% over five years; 0.4% over 10 years. The SG360 SMSF reference index describes the post-fee investment return a SMSF trustee would receive if they invested passively using the asset allocation ...

Chief economist update: Wisdom of the crowd

BENJAMIN ONG  |  MONDAY, 21 MAY 2018
... better than those supplied at one man's cost." - "Politics", Aristotle This, according to Dr. Google, was the first reference to what has now been applied to statistics, business and advertising strategy and financial markets, etc. and termed "wisdom ...

SMSF home bias drags returns

KARREN VERGARA  |  TUESDAY, 17 APR 2018
... returns for the sector in the 12 months to February, latest SuperGuard 360 research shows. According to the SG360 SMSF Reference Index, SMSFs generated a 5.5% return (before fees and tax) - well below the returns for members invested in MySuper products. ...

Kapstream creates new fund

DARREN SNYDER  |  MONDAY, 26 MAR 2018
... $10 billion manager's view that the current low global return environment will continue for some time. "Macroeconomic reference rates remain low/subdued and consequently mainstream capital market return expectations have generally been revised down ...

Chief economist update: RBA sees wages growth recovering but it's not guaranteed

BENJAMIN ONG  |  WEDNESDAY, 14 FEB 2018
... market turbulence. Signs remain positive for investment and continued solid jobs growth." All good...except for that reference about the broad-based strength across industries "outside of retail" which, according to NAB chief economist Alan Oster, "points ...