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Showing 571 - 580 of 6727 results for "Benchmark"

WAM looks to acquire Asian equities LIC

KARREN VERGARA  |  WEDNESDAY, 29 SEP 2021
... a 50.1% minimum acceptance condition. In the year to June 2021, PAF delivered 30.34%, beating the MSCI Asia Ex-Japan benchmark. Total assets stood at $65.3 million. PAF is currently in the process of merging with PM Capital's other LIC - the Global ...

MFS Investment Management launches new trust

ANNABELLE DICKSON  |  WEDNESDAY, 29 SEP 2021
... integrated global research platform and you have a unique and active portfolio that is distinctly different from the benchmark," Poirier said. "Stock selection is key, with a focus on finding companies that are attractively valued relative to their fundamental ...

Fidante boutique launches flagship fund

KARREN VERGARA  |  MONDAY, 27 SEP 2021
... and capital growth over the long term and outperform the MSCI Emerging Markets Net Total Return Index (AUD) Unhedged benchmark after costs over rolling five-year periods. It targets retail investors with a minimum of $10,000. The fund is managed by chief ...

Australian Ethical overhauls longstanding fund

JAMIE WILLIAMSON  |  THURSDAY, 23 SEP 2021
... end, the fund returned 10.6% versus the benchmark's 9.8%. In the year to August end, it achieved 33.8% while the benchmark saw 29%. Australian Ethical chief executive and managing director John McMurdo said the revitalised offering gives "everyday ...

YFYS will impact advisers too

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
Sunsuper chief economist Brian Parker addressed the Association of Financial Advisers' annual conference to explain what the Your Future, Your Super reforms mean for financial advisers. "These reforms are really important for our members, your clients ...

Maple-Brown Abbott launches new fund

ELIZABETH MCARTHUR  |  FRIDAY, 17 SEP 2021
... captures around 4300 securities listed across Asia, with a market capitalisation above US$1 billion dollars. The fund is benchmark unaware, comprising a high conviction portfolio of between 25 and 40 stocks. Maple-Brown Abbott chief executive and managing ...

Swell AM launches retail trust

ELIZABETH MCARTHUR  |  TUESDAY, 14 SEP 2021
... the five years to July 31, the Swell Global Portfolio delivered an annualised return of 20.67%. It outperformed its benchmark, MSCI World Index, by 5.6%. The Swell Global Portfolio was only accessible to wholesale investors, but the new trust will see ...

NZ Super Fund delivers 30%

KARREN VERGARA  |  TUESDAY, 14 SEP 2021
... NZD$15 billion year on year. It also beat the New Zealand treasury bill return by $13.02 billion (29.4%), as well as its benchmark by $757 million (1.73%). Australian super funds' default strategies delivered a median return of 18.1% p.a. while the ...

Criminal charges in property investor collapse

ELIZABETH MCARTHUR  |  MONDAY, 13 SEP 2021
The collapse of a property investment group, Members Alliance and Benchmark, has resulted in 72 criminal charges. Last week, Richard Marlborough, Colin MacVicar, David Domingo, Liam Young and John Ramsden appeared in the Brisbane Magistrates Court charged ...

Sydney boutique hires from JBWere

KANIKA SOOD  |  MONDAY, 6 SEP 2021
... runs a concentrated global equities strategy that invests in 15 stocks and has delivered 3.1% to 3.6% better than the benchmark since inception after fees.