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Showing 621 - 630 of 6727 results for "Benchmark"

Good year for active managers in fixed income

KANIKA SOOD  |  FRIDAY, 16 JUL 2021
... markets stabilised and spreads tightened aggressively," Zenith said in its 2020 AFI review. Zenith said the negative benchmark returns came as government bond yields traded in a wide range and experienced volatility. Active managers had it rough in October ...

Preqin expands local team

KANIKA SOOD  |  WEDNESDAY, 14 JUL 2021
The alternatives research house has hired two on its Australian team, as it looks to expand its local data coverage. Mery Apolloni has joined as a senior research associate from S&P Global Market Intelligence and Tanzila Awrna has joined as a research ...

Northern Trust launches low carbon strategy

ANNABELLE DICKSON  |  WEDNESDAY, 14 JUL 2021
... to the MSCI World Index. Since inception, QLV Low Carbon has seen a 50% reduction in carbon intensity relative to the benchmark. It also employs risk controls to limit sector and regional biases that can create risks on a low volatility strategy. "Many ...

Colonial First State reports 22.4% in super returns

KANIKA SOOD  |  TUESDAY, 13 JUL 2021
... returns. As an example, he cited RealIndex which has a global equities allocation from FirstChoice and did 8.6% above its benchmark during FY21. The fund is also looking to increase its exposure to unlisted assets. Last year, it appointed Mercer to invest ...

Netwealth FUA, inflows rise

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
Netwealth ended the June quarter with a 12% increase in funds under administration (FUA) and a 102% increase in inflows. The platform recorded $47.1 billion in FUA, up from $41.8 billion in March and a 49.6% increase to the previous corresponding period. ...

How likely is a super fund to fail YFYS test?

JAMIE WILLIAMSON  |  WEDNESDAY, 7 JUL 2021
... 17-year period of about 35%. Unger looked at two hypothetical super products which performed broadly in line with the YFYS benchmark in a cumulative sense in the seven years to 2021 but had different pathways of returns. If Fund A outperformed in 2015 ...

Adviser platform satisfaction slips

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
The level of satisfaction financial advisers have with their main platform has dropped as the pandemic puts pressure on platform providers to increase capabilities, new research shows. Investment Trends' latest Adviser Technology Needs Report showed ...

Retail funds blitz personal-balanced options

KARREN VERGARA  |  FRIDAY, 2 JUL 2021
... super product - FirstChoice Wholesale Multi-Index Growth - returned 23.7% per annum in the year to May 2021, beating the benchmark of 15.2% p.a. MLC MasterKey Super Fundamentals' BlackRock Global Allocation Fund came in second place at 21.9% p.a. ...

Mary Manning exits Ellerston Capital

KANIKA SOOD  |  MONDAY, 28 JUN 2021
... ex-Japan stocks and returned 1.3% over the benchmark's 7.19% in the three years ending May. The fund was behind the benchmark by 7bps since 2017 inception, and for the year to May end. Manning spent nearly nine years at the firm. She has worked on ...

Ellerston rejigs Aussie market neutral fund

KANIKA SOOD  |  WEDNESDAY, 23 JUN 2021
... who will change the strategy to 30 to 100 positions with net exposure between -10% to 40%. The boutique is keeping the benchmark, fees and objective unchanged. It said the changes were to align the strategy with Ellerston's founding product, the ...