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Showing 41 - 50 of 310 results for "Accumulation Index"

Mercer pumps $100m into Perennial Partners strategy

CHLOE WALKER  |  MONDAY, 25 JUL 2022
... years ago, 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."

Managed accounts FUM at $131bn

CHLOE WALKER  |  TUESDAY, 15 MAR 2022
... Huang added: "The investment markets grew steadily in the last half of 2021, with the value of the ASX/S&P 200 Accumulation Index experiencing a modest 3.8% over the period, (compared with the 12.9% increase in the prior six months). "The level of volatility ...

Aussie small-cap fund returns 40%

KARREN VERGARA  |  FRIDAY, 11 MAR 2022
... (19.5% p.a.) and Concentrated Australian Equities Fund (19.2% p.a.). The comparable benchmark, the S&P ASX 200 Accumulation Index, returned 9.8% p.a. On a median basis, Rainmaker found that international equities (24.4% p.a.), property (19.7% p.a.) ...

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 ...