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Showing 551 - 560 of 1245 results for "Retail investor"

Hedge fund goes retail with performance-only fee structure

ALEX BURKE  |  THURSDAY, 17 NOV 2016
A previously exclusive absolute return fund has opened to retail investors, with a fee structure based solely on performance. Harvest Lane Asset Management's fund has returned 11.67% per annum after fees since July 1, 2013. While it isn't benchmarked ...

Australian-first fund exceeds target

JAMIE WILLIAMSON  |  THURSDAY, 17 NOV 2016
The Watermark Global Leaders Fund has exceeded its minimum funding target in the early stages of its IPO roadshow. The LIC, which is Australia's first locally-managed global market neutral fund, has achieved beyond the $40 million minimum as a result ...

Impact investing driving advice growth

KERRIE SYDEE  |  MONDAY, 14 NOV 2016
Demand for impact investing is expected to rapidly increase as a growing number of retail and institutional investors search for investments that provide both monetary and social returns. In the last five years there have been 96 reported impact investments ...

Vanguard execs head to US

JAMIE WILLIAMSON  |  WEDNESDAY, 9 NOV 2016
... financial officer, Daniel Shrimski, has been appointed to the role of divisional chief financial officer of the US retail investor group. Shrimski has also been with the company since 2011, leading Vanguard's largest business division in Australia. Commenting ...

Charter Hall reduces commitment to Long Wale REIT

ALEX BURKE  |  TUESDAY, 8 NOV 2016
After initially shelving the IPO of its Long WALE REIT, Charter Hall has re-launched it on the ASX with a reduced equity interest. Charter Hall announced on October 27 that institutional and broker firm offers had been fully underwritten. Adding that ...

Alphinity funds added to mFund

JAMIE WILLIAMSON  |  MONDAY, 31 OCT 2016
Alphinity Investment Management has added three managed funds to the ASX's mFund offering. In a bid to increase retail investors' accessibility to Alphinity products, the investment manager has made available the Alphinity Australian Share Fund, the ...

Watermark makes two key hires

KERRIE SYDEE  |  MONDAY, 24 OCT 2016
Watermark Funds Management is strengthening its global capabilities with the appointment of a new portfolio manager and business development manager. Former Platinum senior investment analyst Simon Felton joins in the role of portfolio manager and will ...

Charter Hall abandons REIT IPO

ALEX BURKE  |  WEDNESDAY, 19 OCT 2016
Charter Hall Group has elected not to proceed with its IPO of the Long WALE REIT following a lack of institutional interest. Back in June, Charter Hall announced it was planning to list its Long WALE REIT on the ASX. The REIT was to comprise a "geographically ...

RF Capital appoints senior Perpetual exec

ALEX BURKE  |  WEDNESDAY, 19 OCT 2016
RF Capital has appointed a global head of client, product and marketing. Prior to his new role, Dean Winterton was general manager distribution at Perpetual Investments - a position recently taken over by Matt Thompson, who originally joined Perpetual ...

Antipodes LIC launches on ASX

ALEX BURKE  |  TUESDAY, 18 OCT 2016
After closing above $300 million, the Antipodes Global LIC has debuted on the ASX. Trading at $1.11 per share, the LIC is designed to provide retail investors with access to a long-short global securities investment portfolio with active currency management. ...