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Showing 41 - 50 of 307 results for "Accumulation Index"

CFS launches low cost geared index options

CHLOE WALKER | TUESDAY, 14 DEC 2021

... borrows to invest in a diversified basket of Australian listed companies. It aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes. The CFS Wholesale Geared Index Global Share option aims to magnify ...

Schroders launches Schroder Australian Equity Long Short Fund

CHLOE WALKER | WEDNESDAY, 1 DEC 2021

... years of experience in managing equities. David said the fund's objective is to outperform the S&P/ASX 200 Accumulation Index after fees over the medium to long term by investing in, or short selling securities in, a broad range of listed equities in ...

HGL relaunches fund to wholesale investors

KARREN VERGARA | THURSDAY, 2 SEP 2021

... of 15% per annum before fees and consistently outperformed the Australian equity market and ASX Small Ords Accumulation index. In the year to 30 June 2021, it returned 38% (after all fees), beating the ASX200 by 15%. The fund, which has about $13 million ...

Perpetual LIC turns around performance

ANNABELLE DICKSON | FRIDAY, 20 AUG 2021

... portfolio delivered a return of 42.4% for the 12 months to 30 June 2021, outperforming its benchmark (S&P/ASX 300 Accumulation Index) by 13.9%. At June end, the portfolio held 72.5% in Australian listed securities, 20.5% in global listed securities and ...

Stellar year of returns for Aussie equities funds

KANIKA SOOD | FRIDAY, 13 AUG 2021

... but the outperformance was stark this year -- with median fund's 41% to 33.2% from the S&P ASX Small Ords Accumulation Index. Top three performers in Aussie small caps were: Bennelong Emerging Companies Fund (54.8% for FY21), SGH Emerging Companies ...

Redpoint launches equity income fund

KARREN VERGARA | WEDNESDAY, 4 AUG 2021

... dividend-paying Australian companies. The Redpoint Australian Equity Income Fund aims to outperform the S&P/ASX 200 Accumulation Index (Total Return) over a three to five-year time horizon by investing in a portfolio of 40-120 Aussie companies, futures ...

L1 Capital launches activist fund

KARREN VERGARA | TUESDAY, 15 JUN 2021

... 1.28% p.a. Both classes carry a performance fee of 20.5% if the fund's performance exceeds the S&P ASX 200 Accumulation Index (after management fees and expenses). Hawkins is a former solicitor at Clayton Utz and moved to investment banking at Macquarie ...

Perennial establishes ESG boutique

RACHEL ALEMBAKIS | THURSDAY, 22 APR 2021

... Perennial Better Future Trust has returned 13.3% per annum. It has outperformed the S&P/ASX Small Ordinaries Accumulation Index by 6.2% per annum and the ASX 300 Accumulation Index by 5.6% per annum since inception to the end of March 2021. O'Neill will ...

New board director at AFIC

KANIKA SOOD | THURSDAY, 22 APR 2021

... 1928 and at March end had assets of $6.3 billion and market cap of $8.3 billion. It invests in S&P/ASX 200 Accumulation Index companies for a 13bps per year fees. At March end, it had a $110 million shareholding in Seek. AFIC's five biggest holdings ...

Ausbil adds to mFund lineup

KANIKA SOOD | TUESDAY, 6 APR 2021

... Willoughby-Thomas and Arden Jennings. It has since returned 57.26% to the 30.42% from S&P/ASX Small Ordinaries Accumulation Index. Its biggest holdings included Nuix, Galaxy Resources, Lynas, IGO and Uniti Group. ASX's mFund marketplace had 236 funds ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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