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Showing 41 - 50 of 107 results for "Listed Shares"

Lonsec adds AB fund to portfolios

JAMIE WILLIAMSON  |  WEDNESDAY, 30 NOV 2016
... ASX 300 Franking Credit Adjusted Total Return Index (Tax Exempt) benchmark. The fund invests predominantly in ASX-listed shares and is designed for equity investors seeking lower volatility, reduced downside risk in falling equity markets and the potential ...

Bennelong fund added to two platforms

KERRIE SYDEE  |  FRIDAY, 25 NOV 2016
... return of 17.49% since inception. The Concentrated Fund aims to provide investors with a high conviction portfolio of listed shares and is willing to diverge significantly from the index's composition to focus on the best risk-return opportunities in ...

Legg Mason, AB funds highly recommended

MARK SMITH  |  WEDNESDAY, 12 OCT 2016
... is optimised for 0% taxpayers." The AB Managed Volatility Equities Fund, which also invests mainly in Australian listed shares, is designed for equity investors seeking lower volatility, reduced downside risk in falling markets and the potential for ...

Schroders joins exchange-quoted managed fund game

MARK SMITH  |  TUESDAY, 16 AUG 2016
... access and administration. "The problem with many Australians' portfolios is that with high allocations to a few listed shares and property, people have very high exposures to the same themes, very low protection from certain risks and, overall, little ...

SMSFs have cash top of mind

DARREN SNYDER  |  TUESDAY, 10 MAY 2016
... by its SMSF investors. The top three are managed funds (unitised trusts), separately managed accounts (SMAs), and listed shares. OneVue said investment in cash and term deposits by SMSF investors increased by 2.7% to 19.9% in the March quarter of 2016 ...

Managed fund allocations jump

MARK SMITH  |  MONDAY, 7 MAR 2016
... advice investors and also posted the largest rise over the period. By comparison, the biggest drop was posted by listed shares which fell 4.89% to 21.53% for the December quarter 2015 over the same period. Investment in cash and term deposits also fell ...

ASIC warns super funds over transparency requirements

MARK SMITH  |  MONDAY, 7 SEP 2015
... their services in a purely voluntary capacity; including voting summariesA on international, not just Australian, listed shares; disclose when the trustee's policy is not to vote on listed shares; and where voting summaries comprise a table listing how ...

SMSF investors reducing cash and shares

DARREN SNYDER  |  WEDNESDAY, 17 JUN 2015
Self-managed superannuation fund (SMSF) investors are reducing holdings in cash and term deposits and listed shares according to the latest data from OneVue. Reduction rates in these investment classes have slowed over the past two years yet they still ...

New kid on the block

BENJAMIN ONG  |  TUESDAY, 9 JUN 2015
... 'Wall Street Journal' reports that, "U.S. index-fund giant Vanguard Group Inc. says it will start buying mainland-listed shares, just days before closely watched index provider MSCI Inc. will decide whether to add China's domestic market to its benchmarks". ...

Vanguard first to offer A-shares through ETF

MARK SMITH  |  WEDNESDAY, 3 JUN 2015
... become the first local exchange traded fund (ETF) provider to offer investors access to China mainland-domiciled and listed shares. Vanguard is broadening its FTSE Emerging Markets Shares ETF (ASX: VGE) to include the so-called A-shares as well as some ...