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Showing 41 - 50 of 1049 results for "Versus"

Managed funds should be 'prepared to take less'

ELIZA BAVIN  |  TUESDAY, 20 MAY 2025
... companies (LICs) and exchange-traded funds (ETFs) took aim at managed fund fee structures. During a "debate" over ETFs versus LICs, Australian Foundation Investment Company (AFIC) managing director Mark Freeman and VanEck deputy head of investments Jamie ...

Inside Colonial First State's fund manager selection overhaul

ANDREW MCKEAN  |  FRIDAY, 16 MAY 2025
... is similar to an incumbent in its process and approach. If they are, he must have greater confidence in the new manager versus the existing one. Alternatively, he might look for a manager offering "something unique," differentiated ideas and return streams ...

Reducing super tax cap to $2m 'a concern': FAAA

ELIZA BAVIN  |  FRIDAY, 9 MAY 2025
... being cross-subsidised across members," Burgess said. "Further, without clear parameters defining what constitutes 'simple' versus 'complex' advice, the proposal opens the door to inconsistent application across funds." The SMSFA has urged the government ...

REITs see best start versus equities in a decade: Principal AM

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
Listed real estate investment trusts (REITs) are off to one of their strongest starts relative to equities in the past decade, according to Principal Asset Management, which sees the asset class as a compelling opportunity for navigating a challenging ...

GQG rejigs allocations amid tariff pain

KARREN VERGARA  |  WEDNESDAY, 9 APR 2025
... distribution capabilities," GQG said. "Since inception, GQG's four core strategies have had a downside capture of less than 80% versus their respective benchmarks from inception through 28 February 2025. We note that our upside capture since inception ...

PM Capital hits back at Platinum after offer rejected

ELIZA BAVIN  |  TUESDAY, 8 APR 2025
... Capital also claimed shareholders would receive a greater indicative value per share and premium under its own proposal versus the Platinum scheme's, and that PGF has delivered a significantly better investment performance (19% over three years), compared ...

Sliver of Aussie global equity managers beat index: SPIVA

KARREN VERGARA  |  TUESDAY, 25 MAR 2025
... underperformance rate in 2024, following a 26% rate in the prior year. They boasted an asset-weighted average return of 3.9% p.a. versus the &P/ASX Australian Fixed Interest 0+ Index's 2.9% p.a. "However, more years of strong performance will be ...

Japanese asset manager enters Australian market

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
... MSCI World Benchmark of 9.96% p.a. Cumulative returns since inception amount to 216.10% for the portfolio gross of fees versus 152.28% for the Index. "We are delighted to partner with SMDAM, a firm with a successful investment track record, global and ...

War on inflation: Australia vs New Zealand

ELIZA BAVIN  |  WEDNESDAY, 5 MAR 2025
... rates of inflation and unemployment. "Of course, it then depends on how much weight is put on high inflation concerns, versus unemployment. An evenly weighted misery index puts the RBA approach ahead," Bloxham said. "That said, there remains some risk ...

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... outperformed APRA funds (9.3%), while the bottom quartile of SMSFs underperformed, achieving maximum RORs of only 1.6% versus 8% for the lowest APRA fund quartile. University of Adelaide senior lecturer in finance George Mihaylov, who led the research ...