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Showing 551 - 560 of 1837 results for "Managed Fund"

Small caps boutique shuts doors

KANIKA SOOD  |  WEDNESDAY, 10 JUL 2019
A Sydney small caps manager set up by telco entrepreneur James Spenceley has shut down its only fund after it failed to swell funds under management. Mhor Asset Management kicked off in August 2016 with the former Vocus chief executive joining forces ...

Xplore Wealth launches new solution

HARRISON WORLEY  |  WEDNESDAY, 3 JUL 2019
In its first major move since rebranding, Xplore Wealth launched a new wrap platform. The first major product initiative since shedding its managedaccounts.com.au branding earlier this year, Xplore Wrap is Xplore Wealth's new platform offering to advisers ...

Australian Ethical chief executive to depart

ELIZABETH MCARTHUR  |  WEDNESDAY, 26 JUN 2019
The managing director and chief executive of Australian Ethical is stepping down after nine years in the role. Phil Vernon joined Australian Ethical from Perpetual in 2009 and has overseen substantial growth of the Australian Ethical superannuation ...

FSC adds to board

ELIZABETH MCARTHUR  |  MONDAY, 24 JUN 2019
The Financial Services Council has welcomed a new board director. BT Financial Group general manager of platforms, investments and operations Kathy Vincent has joined the industry body's board. The FSC said Vincent's experience as a financial services ...

Best-performing funds with least risk

KANIKA SOOD  |  TUESDAY, 18 JUN 2019
What are the best-performing Australian equities funds with the best-managed risk? Rainmaker ranked the winners over three-year returns to March. "Investors considering managed funds options are interested in the rate of return their investment makes ...

Fee discounts harder for active ETFs

KANIKA SOOD  |  TUESDAY, 18 JUN 2019
... unlisted trusts. Hamilton Wealth Management, which advises on almost $500 million of client assets, says if an actively-managed fund that it currently uses were to make an active ETF version available, it wouldn't make a switch unless there was a clear ...

Dealer group buys bank advice arm

ELIZABETH MCARTHUR  |  MONDAY, 17 JUN 2019
An ASX-listed advice group has paid $3.5 million to acquire the financial planning business of an Australian bank. MyState today announced it has entered into a sale agreement with Fiducian for the acquisition of the bank's retail financial planning ...

BetaShares launches new active ETF

KANIKA SOOD  |  WEDNESDAY, 12 JUN 2019
... Mason affiliate, will manage the new exchange-traded fund, called the BetaShares Legg Mason Emerging Markets Fund (managed fund) (ASX: EMMG). The comparable unlisted fund has returned 11.98% p.a. net return over a five year period as compared to the ...

J.P. Morgan wins custody mandate

KANIKA SOOD  |  TUESDAY, 11 JUN 2019
A global investment manager has extended its custody and funds administration relationship with J.P. Morgan with a new mandate. Neuberger Berman used J.P. Morgan as custodian when it launched its $413 million high-yield fixed income listed investment ...

Fund manager creates new investment role

ELIZABETH MCARTHUR  |  FRIDAY, 24 MAY 2019
A small-cap fund manager has recruited from Challenger to fill the newly-created position of head of distribution and investment operations. Former Challenger state manager John Price has joined Eley Griffiths in the new role after 12 years building ...