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Showing 41 - 50 of 198 results for "Australian Equity Fund"

Best Australian equities funds, with risk considered

KANIKA SOOD  |  FRIDAY, 19 JUN 2020
... the best annualised return (8.7%) and Sharpe Ratio (0.4) and Omega Ratio (1.6). Lazard's Defensive Australian Equity Fund was the best on volatility with the lowest standard deviation (19.8%) and semi standard deviation (22.7%). Hyperion Australian ...

Global manager reduces fees on flagship fund

ALLY SELBY  |  THURSDAY, 30 APR 2020
... management fee aligns the portfolio with other T. Rowe Price offerings, the manager said, including its Australian Equity Fund (0.60% p.a.) and its Dynamic Global Bond Fund (0.40% p.a.), which have both been competitively priced for the post Royal Commission ...

Aussie equities winners, losers revealed

ALLY SELBY  |  WEDNESDAY, 29 APR 2020
... upgraded, while 13 unlisted and listed funds were downgraded. Upgraded funds included BlackRock Advantage Australian Equity Fund (from bronze to silver), CFS (now First Sentier Investors) Equity Income (from neutral to bronze), Fidelity Future Leaders ...

Mid and small-caps outperform in 2019

ALLY SELBY  |  TUESDAY, 3 MAR 2020
S&P Dow Jones Indices has released its annual SPIVA Australia Scorecard; a report measuring the performance of active funds against their respective benchmark indices - and mid and small-caps have come out on top. Surveying returns from 829 Australian ...

Former Deutsche director joins EQT

HARRISON WORLEY  |  MONDAY, 30 SEP 2019
... institutional sales at the now defunct-Sydney broking firm BBY Limited and BNP Paribas where he serviced Asia-based Australian equity fund managers. Equity Trustees head of asset management Darren Thompson welcomed Mundell's appointment. "As Australia's ...

Aussie active managers underperform

ELIZABETH MCARTHUR  |  THURSDAY, 26 SEP 2019
... performance, the Selector Australian Equities Fund topped the list with a 17.5% pa return. The Lazard Select Australian Equity Fund was further down the list for pure returns with 11.7% but came second for risk/return ratio. The SGH Emerging Companies ...

UniSuper hires from Janus Henderson

KANIKA SOOD  |  TUESDAY, 3 SEP 2019
... taking on a portfolio manager role. At the time of the announcement, the Janus Henderson High Conviction Australian Equity Fund had $18 million in assets under management, while its Australian Equity Fund had $180 million. It also had separately-managed ...

Boutique hires distribution lead from AMP Capital

KARREN VERGARA  |  FRIDAY, 24 MAY 2019
A boutique Australian equity fund manager has hired a former AMP Capital executive as its investment director to oversee its distribution efforts. Ophir Asset Management recruited George Chirakis as investment director to replace Rob Saunders, who finished ...

Curtain call for JCP Investment Partners

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2019
Boutique Australian equity fund manager JCP Investment Partners is closing its doors and will progressively wind down its funds. JCP said in a statement to Financial Standard it will return funds to clients and its workforce of 21 employees is "unable ...

Market cap funds disappoint investors: Report

KARREN VERGARA  |  TUESDAY, 5 MAR 2019
The vast majority of Australian funds failed to outperform respective benchmarks in 2018 and recorded relatively poor performance compared to the prior year. This is according to the latest S&P Dow Jones Indices' SPIVA Australia Scorecard, which showed ...