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Showing 41 - 50 of 283 results for "Return Fund"

A case for flexible asset allocation: First Sentier

ALLY SELBY | MONDAY, 27 APR 2020

... this," First Sentier co-head of multi-asset solutions, Kej Somaia told Financial Standard. The asset manager's Real Return Fund had a 50% allocation to equities in 2020, but by the end of March it had reduced this to a 30% exposure. "This is a key ...

Multi-asset strategies key in COVID-19 crisis: First Sentier

ALLY SELBY | THURSDAY, 23 APR 2020

... resilience we've built into it." Managing inflation over the long term may prove to be a challenge, Somaia said. "A real return fund needs to achieve its objectives after inflation," he said. "Our strategies are designed to provide investment returns ...

Regal Atlantic fund down 58.6%

KANIKA SOOD | MONDAY, 20 APR 2020

Regal Funds Management's Atlantic Absolute Return Fund, which has a stellar long-term track record, fell 58.6% in March as COVID-19 affected markets. The fund has posted 23.1% in net annualised returns since its inception about 16 years ago. But ...

Melbourne fund tightens redemptions amid COVID-19

KANIKA SOOD | FRIDAY, 3 APR 2020

... by former Goldman Sachs JBWere partner Tim Hannon. Last year, it froze redemptions on its flagship Newgate Absolute Return Fund, as reported by the AFR.

Multi-asset results mixed in COVID-19 sell-off

ALLY SELBY | WEDNESDAY, 1 APR 2020

... against the broad-based equity sell-off," it said. "Moreover, internal allocations to Perpetual's Diversified Real Return Fund further buffered against the downside due to tail risk protection through the purchase of AUD/USD put options." Meanwhile ...

Challenger shuffles life portfolio asset allocations

KANIKA SOOD | MONDAY, 30 MAR 2020

... composition of the portfolio may change materially by June 30 this year. Challenger is also currently redeeming absolute return fund holdings, which is expected to complete by end of this month. As a result of the changes in the portfolio, Challenger ...

Prodigy folds, two boutiques to shut

KANIKA SOOD | WEDNESDAY, 18 MAR 2020

... Capital, set up in 2016, by former Credit Suisse heads Alan Sheen and Nick Selvaratnam. The boutique ran an absolute return fund, which has lost -17.5% so far this financial year. August last year and January were particularly bad for it, with the fund ...

Blockchain startup raises $68m, ordered to return funds

ALLY SELBY | FRIDAY, 21 FEB 2020

The Securities and Exchange Commission (SEC) has settled charges against a blockchain startup, after it raised $68 million through an unregistered "initial coin offering". Enigma MPC, based in San Francisco and Israel, raised approximately $68 million ...

Investment Leadership Awards finalists revealed

JAMIE WILLIAMSON | WEDNESDAY, 22 JAN 2020

... Index Fund Vanguard High Growth Index Fund MULTI-ASSET - FLEXIBLE ASSET ALLOCATION Aberdeen Standard Multi-Asset Real Return Fund Perpetual Diversified Real Return Fund - Class W Schroder Real Return CPI Plus 5% UBS Tactical Beta Fund - Balanced UBS ...

K2 head of distribution departs

KANIKA SOOD | FRIDAY, 6 DEC 2019

... to other K2 funds, the company said in ASX filings. Earlier this month, AMP swapped out the K2 Australian Absolute Return Fund, which had managed $46.8 million for some of its superannuation options. K2 Asset Management signed a partnership with Principals ...

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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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