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Showing 511 - 520 of 6725 results for "Benchmark"

Super mergers only beginning: J.P. Morgan

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 MAR 2022
... Super performance test too, with 77% of survey respondents saying that they think the performance test will lead to more benchmark-like returns. In terms of other challenges facing the funds surveyed, 30% said their biggest challenge is attracting and ...

Principals' Community retains BT members

ELIZABETH MCARTHUR  |  TUESDAY, 15 MAR 2022
The newly independent Principals' Community has retained 92% of previous members after parting ways with BT Financial Group. The community, headed up Kon Costas, is a service for self-licensed financial advice businesses - offering support, education ...

Macquarie AM, Mirova seal distribution deal

JAMIE WILLIAMSON  |  MONDAY, 14 MAR 2022
... and Germany. Since its inception in 2016, the fund has seen an average total calendar year return of 14.19% versus the benchmark's 13.05%. "We have seen the accelerated adoption of sustainable investing options by investors who are looking for a genuine ...

Aussie small-cap fund returns 40%

KARREN VERGARA  |  FRIDAY, 11 MAR 2022
... for its Australian Equities Fund (19.5% p.a.) and Concentrated Australian Equities Fund (19.2% p.a.). The comparable benchmark, the S&P ASX 200 Accumulation Index, returned 9.8% p.a. On a median basis, Rainmaker found that international equities (24.4% ...

Schroders launches new fund, wins mandate

JAMIE WILLIAMSON  |  WEDNESDAY, 9 MAR 2022
Schroders has launched a new fund managed directly to the Your Future, Your Super alternatives benchmark, responding to demand from a government super fund now invested in the strategy. The Schroder Global Active Allocation Fund for institutional investors ...

Alpha females

ELIZABETH MCARTHUR  |  TUESDAY, 8 MAR 2022
The integration of environmental, social and governance concerns (ESG) into investment decisions has well and truly gone mainstream - but there is one element of governance that still flies under the radar for many investors. That is, gender diversity ...

Direct indexing: The next evolution?

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... approach is dissimilar from investing in exchange-traded funds (ETFs), that track an index or mutual funds that follow a benchmark index. Direct indexing allows investors to own the securities that make up an index and hold them in a separately managed ...

Switch to value could hurt super: Research

JAMIE WILLIAMSON  |  MONDAY, 7 MAR 2022
... significant risk to investors with actively managed growth style portfolios. Latest analysis from Rainmaker Information shows benchmark returns for Australian equities in January 2022 were about -6% and -2% for currency unhedged international equities. ...

Super funds drop Russian assets

ELIZABETH MCARTHUR  |  FRIDAY, 4 MAR 2022
... action to limit exposure to Russian securities, separate to the current sanctions. "As such, we have been underweight the benchmark in Russia within our emerging market equities asset class and at an overall Fund level have very limited exposure (around ...

Advisers call out regulation backflip

KARREN VERGARA  |  FRIDAY, 4 MAR 2022
... reasonable or not and removes an objective measure that provides an adviser with some form of defence, as well as a benchmark by which they can be held accountable." Another overlooked consideration is the consumer. "How is a nuisance complaint to be ...