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Showing 41 - 50 of 269 results for %22ASX accumulation index%22

Plato fund to shutter

KANIKA SOOD  |  TUESDAY, 2 JUN 2020
... its assets dwindle. Plato's Australian Shares Core Fund invested in Australian companies and was benchmarked to the S&P/ASX 300 Accumulation Index. It charged 41 bps per year as fees. Since inception, it had returned 0.1% higher than its benchmark ...

Boutique launches sustainable Aussie equities strategy

KANIKA SOOD  |  TUESDAY, 19 MAY 2020
... direction," the strategy's lead portfolio manager Will Baylis said. It will hold about 55 securities and aim to beat the S&P/ASX 200 Accumulation Index over rolling three-year periods. The fund is priced at 64 bps per year in management fees (negotiable ...

Boutique launches new Aussie equities fund

KANIKA SOOD  |  THURSDAY, 23 APR 2020
... duo also co-manage the WHSP and BKI portfolios. The new strategy invests in Australian companies which sit outside the S&P/ASX 50 and pass its initial screening for profitability and ability to pay a dividend in near future. In March, the fund returned ...

Best, worst performing Aussie equities funds

KANIKA SOOD  |  WEDNESDAY, 22 APR 2020
... Morningstar has revealed the Australian equities funds that topped and tanked during the March quarter, which ended with S&P/ASX 200 falling nearly 30% from its February 20 all-time high. The quarter saw the main benchmarks for large cap Australian equities ...

Coronavirus puts rocket under shorting ETFs

KANIKA SOOD  |  WEDNESDAY, 18 MAR 2020
... them to short the ASX200 and the S&P 500 amid the stock market correction, doubling their assets since start of the year. The ASX 200 and S&P 500 had both lost over 20% from the start of the year to yesterday's close, as COVID-19 and economic slowdown ...

Boutique portfolio manager to retire

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... distribution agreement with Zurich Investments. The Celeste Funds Management's fund had outperformed the benchmark S&P/ASX Small Ords Accumulation Index by 6.1% net of fees since inception more than 21 years ago to July this year.

Firetrail fund gets Morningstar rating

KANIKA SOOD  |  THURSDAY, 24 OCT 2019
... boutique under Pinnacle's banner. It returned only 0.69% in the year to September end. By comparison, the benchmark S&P/ASX 200 Accumulation Index was up 12.47% during the time. Firetrail accounted for most of Pinnacle's institutional inflows ...

Pinnacle boutique readies investment rejig, fee cut

KANIKA SOOD  |  TUESDAY, 10 SEP 2019
... one of its funds. The Resolution Capital Core Plus Property Securities Fund - Series II currently invests predominately in ASX-listed real estate investment trusts (A-REITs) and real estate securities, with the ability to invest up to 20% globally in ...

Tribeca Alpha Plus leaks $600m, rebuilds

KANIKA SOOD  |  TUESDAY, 27 AUG 2019
... exposures to be skewed to fundamentals while managing the risks," she said. The fund has traditionally taken positions in bigger ASX 200 stocks but is now investing in slightly smaller companies. The Tribeca Alpha Plus Fund (Class A) has beat the benchmark ...

Managed funds versus the ASX 200

KANIKA SOOD  |  THURSDAY, 22 AUG 2019
Aussie equities managers had a hard time beating the S&P/ASX 200 Accumulation index in the year to June and the underperformance gap has widened significantly over the past four years, according to new Rainmaker research. Just one in 10 wholesale managed ...

Editor's Choice

ASIC hits back at parliament: 'Simply not realistic'

ELIZA BAVIN
The financial regulator has hit back at suggestions it isn't doing enough to deal with community complaints.

The risks and opportunities in advice: SIAA

KARREN VERGARA
This year's Stockbrokers and Investment Advisers Association (SIAA) Conference will take a deep dive into how major financial advice reforms will impact superannuation funds and how they are preparing to help Australians particularly retirees access advice.

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN
Through the partnership, AMP Advice will introduce a new category of tailored managed portfolio solutions.

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA
Global family offices remain deeply concerned about how to prepare the next generation to inherit a vast fortune as almost 30% do not have a structured approach to help them, a new study from J.P. Morgan reveals.

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