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Showing 41 - 50 of 80 results for "IDPS"

Managed accounts climb to $57bn

ALEX DUNNIN  |  TUESDAY, 27 MAR 2018
... (SMA) investment options which hold $17 billion or 30% of the market. The second is managed accounts that are essentially IDPS platforms which hold $15 billion or 25% of the market. The third and largest segment is managed discretionary accounts (MDA) ...

Ophir Asset Management expands investment team

EMMA RAPAPORT  |  TUESDAY, 28 NOV 2017
... appointment of Perpetual Corporate Trust as the responsibility entity for the high conviction fund, and its addition to HUB24's IDPS platform. "Investor demand for high performing, capacity-constrained small and mid-cap equity funds continues to grow," ...

Ophir high conviction fund added to HUB24

EMMA RAPAPORT  |  TUESDAY, 26 SEP 2017
... small and mid-cap equities manager Ophir Asset Management announced the addition of its Ophir High Conviction Fund to HUB24's IDPS platform. Launched in 2015, the fund provides investors with a concentrated exposure to a portfolio of Australian companies ...

Iceberg MDAs driving managed account FUM

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2017
... separately managed accounts reached $13.9 billion, only accounting for $1.54 billion of overall growth. Other services such as IDPS schemes grew by 5.94% to $10.1 billion. While IMAP chair Toby Potter conceded about $4.1 billion of the growth came as ...

Equity Trustees names philanthropy lead

KARREN VERGARA, JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
... said. Kalman said Equity Trustees has worked closely with WealthO2 since the project was first mooted last year, ensuring the IDPS-like scheme is compliant and provides certainty to investors. "Although this differs to our normal managed investment schemes ...

Super funds receive guidance on RG97

DARREN SNYDER  |  TUESDAY, 21 FEB 2017
... provides information on the types of products covered by the extension; what investment options a superannuation trustee or an IDPS should report to ASIC; what managed funds a responsible entity should report to ASIC; what fees and costs information ...

Montgomery funds rated by Zenith

JAMIE WILLIAMSON  |  FRIDAY, 16 DEC 2016
... endorsement of our philosophy and for the unique proposition for investors." The funds are available via netwealth on its IDPS and Super menus, and Montgomery is working with other platforms to have the funds added to further investment menus.

Government bond strategy added to HUB24

JAMIE WILLIAMSON  |  WEDNESDAY, 9 NOV 2016
... Australian Government Bond strategy, distributed by Channel Capital, is now available via the HUB24 platform. Added to HUB24's IDPS and Super menus, the CC JCB Active Bond Fund is the retail version of JCB's wholesale strategy. JCB said the fund's addition ...

New director for NAB super trustee

JAMIE WILLIAMSON  |  MONDAY, 7 NOV 2016
... non-executive director of the NAB Advice and Licenses board and member of its investment committee, a member of the Super Wrap and IDPS Investment Committee, and the Masterkey and Plum Investment Committee. As previously reported by Financial Standard ...

Former Russell CEO joins MLC trustee board

DARREN SNYDER  |  THURSDAY, 29 SEP 2016
... Masterkey and Plum Superannuation Fund investment committees and the Super Wrap and Investor Directed Portfolio Service (IDPS) committee. The appointment follows National Australia Bank (NAB) announcing in July that it would merge five of its super funds ...