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Showing 531 - 540 of 6777 results for "Benchmark"

Perpetual funds down amid market decline

ANDREW MCKEAN  |  MONDAY, 25 JUL 2022
Perpetual has reported its total assets under management (AUM) have slumped 8% to $90.4 billion in the June quarter. Perpetual Asset Management Australia's AUM was down 16% to $21.3 billion and net outflows for the quarter were $1.9 billion. The ...

Mercer pumps $100m into Perennial Partners strategy

CHLOE WALKER  |  MONDAY, 25 JUL 2022
... the Trust has delivered a +7.0% p.a. return net of fees, outperforming the S&P/ASX Small Ordinaries Accumulation Index benchmark by +5.1% p.a."

Australia's size problem: VanEck

ANDREW MCKEAN  |  FRIDAY, 22 JUL 2022
... concentration restrict the operation of factors." Of note, Australia accounts for less than 2% of developed markets' performance benchmark MSCI World. MSCI World covers approximately 1500 holdings compared to 200 holdings in the S&P/ASX 200. Rather than ...

Review of YFYS receives mixed response

ANDREW MCKEAN  |  FRIDAY, 8 JUL 2022
The government's Treasury review into the operation of the Your Future, Your Super (YFYS) laws and MySuper performance tests has had a mixed reception. Assistant treasurer and minister for financial services Stephen Jones said the government is ...

Forrest family hires former ART portfolio manager

ELIZABETH FRY  |  FRIDAY, 8 JUL 2022
Bruce Tomlinson has joined Andrew and Nicola Forrest's Minderoo Foundation as investment director after recently leaving Australian Retirement Trust. In the new role, the former ART portfolio manager will report to John Hartman, the chief investment ...

Performance test expansion paused as government announces review

RACHEL ALEMBAKIS  |  FRIDAY, 8 JUL 2022
... Australasia (RIAA) annual conference in April. In a speech to RIAA, Jones called out an "alarming anomaly, where the benchmark will essentially drive faith-based investing out of the market which is a perverse outcome for a government which purports ...

Median MySuper returns of -2.8% expected

JAMIE WILLIAMSON  |  TUESDAY, 5 JUL 2022
... remained steady at 0.95, demonstrating the overwhelming hold equities have as a driver for returns. Over five years, the benchmark return for MySuper options sits at 6.0%, while over 10 years it's 7.9%. The predictions come as AustralianSuper reports ...

IFM Investors launches climate transition fund

JAMIE WILLIAMSON  |  THURSDAY, 23 JUN 2022
... requirements, IFM said. The pooled fund targets a 50% reduction in Scope 1 and 2 emissions by 2030 relative to 2019 benchmark levels, and Scope 3 emissions through reduced exposure to carbon intensive companies and taking overweight positions in companies ...

Talaria appoints sales director

CHLOE WALKER  |  FRIDAY, 17 JUN 2022
... uncertainty,' he said. "So far in 2022, the Talaria Global Equity Fund has outperformed the MSCI World (ex-Aust) benchmark by over 14%, highlighting the benefits of its differentiated and alternative approach to global equity investing."

A playbook for private markets

CHLOE WALKER  |  WEDNESDAY, 15 JUN 2022
... those who invested in private equities over the past 20 years - except for in 2008 - you would have outperformed the benchmark," Kerley said. On diversification, he said: "As the markets are getting thinner and as the number of companies grow larger ...