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Showing 591 - 600 of 14210 results for "Interest"

Airlie calls time on Concentrated Share Fund

KARREN VERGARA  |  FRIDAY, 20 JUN 2025
Airlie Funds Management will shutter its Concentrated Share Fund next week following a review. Magellan Asset Management as responsible entity said: "Given the Fund's small size, which impacts the expense ratio charged to unitholders in the fund ...

Resilient job market reduces rate cut probability: Experts

MATTHEW WAI  |  FRIDAY, 20 JUN 2025
While the Australian unemployment rate remained unchanged, experts are becoming less optimistic we'll see many more rate cuts this year. The Australian labour market remained robust in May, with the unemployment rate sitting at 4.1%, Australian Bureau ...

ART overhaul sees senior portfolio managers exit

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... senior portfolio manager Andrew Morgan, who oversaw multi-asset class portfolios while crafting sophisticated global fixed interest strategies. His career includes eight years at QSuper Group, where he had a similar role. Before that, he spent over a ...

Equity Trustees rapped over the knuckles by ASIC

JAMIE WILLIAMSON  |  THURSDAY, 19 JUN 2025
... Corporation, and TCorp. The fund aims to provide returns above the Bloomberg AusBond Composite 0-5 Yr Index across all interest rate cycles. Since inception, it's achieved a net return of 2.60% against the benchmark's 1.38%, as at May end. In 2024, the ...

Small industry super funds beat giants on trust, service, value

ANDREW MCKEAN  |  WEDNESDAY, 18 JUN 2025
... segments, had higher engagement, with their communications more likely to be read. Disengaged members pointed to a lack of interest and boring content as the main reasons they don't read communications from their fund. However, she noted that some large ...

Investor optimism premature, fund flows in firing line

KARREN VERGARA  |  WEDNESDAY, 18 JUN 2025
... negotiations, the risk of policy reversals, corporate disruption from supply chain realignments, and the potential for interest rates to remain elevated - heightens the risk of earnings shocks that could dampen sentiment," Morningstar equity analyst ...

Boutiques wield independence, specialisation over larger managers: Research

KARREN VERGARA  |  TUESDAY, 17 JUN 2025
New research shows that boutique fund managers count their independence, specialist strategies and ability to align interests with clients as their main competitive advantage and what helps them earn the "boutique premium" over bigger players. The survey ...

Pacific workers face barriers to claiming super: University

ANDREW MCKEAN  |  TUESDAY, 17 JUN 2025
Financial experts are calling on the government to simplify the process for Pacific and Timor-Leste workers that come to Australia under the Pacific Australia Labour Mobility (PALM) scheme to access unclaimed superannuation once their visa expires ...

ASIC takes action on Australian Fiduciaries

KARREN VERGARA  |  MONDAY, 16 JUN 2025
... status of their investments since May 2024. ASIC said its investigation concerns inadequate management of conflicts of interest. The ways investors were sold units in the schemes and how their funds were ultimately invested into a complex group of entities ...

ASIC cancels Financial Services Group Australia's AFSL

KARREN VERGARA  |  MONDAY, 16 JUN 2025
ASIC has cancelled the AFSL of Financial Services Group Australia (FSGA), which has links to the Shield Master Fund and First Guardian Master Fund. FSGA's responsible manager (RM) Graham Holmes has also been permanently banned from working in the ...