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| | | Lonsec and Zenith have upgraded ratings of the Perpetual Diversified Real Return Fund. The fund is now 'Recommended' by both ratings houses following its strong performance. Before tax and fees the fund achieved returns of 9% per annum as at 31 December ... |
| | | | ... Management. After working at a corporate advisory firm specialising in equity and debt funding, Kellerman spent 10 years at Perpetual where he eventually became head of compliance for the Corporate Trust business. As discussed in the cover story on Countplus ... |
| | | | ... a "rigorous process" with consulting actuaries Melville Jessup Weaver, Mercer will take the reins for the council's Perpetual Investment Fund (PIF) as full outsource agent on March 1. The ratepayer investment fund grew from NZ$253 million in June 2015 ... |
| | | | ... Scott Morrison and has the backing of financial industry heavyweights including Link Group chairman Michael Carapiet, Perpetual Guardian founder Andrew Barnes, Atlassian co-founder Mike Cannon-Brookes, AfterPay executive chairman Anthony Eisen, Ratesetter ... |
| | | | Perpetual Investments is flagging its future growth strategy and has appointed a new investment specialist in the process. Joining Perpetual Investments is Ron Mehmet. He is the former head of sector portfolio management at Advance Asset Management ... |
| | | | ... highest overall. Commonwealth/Colonial came in second with 9%, followed by BT (7.3%), Mercer (6.9%), AMP (5.8%) and Perpetual (5.5%). ANZ recorded the lowest growth, with an increase in business of just 3.5% over the 12 month period. Funds held in wraps ... |
| | | | ... performance by the underling investment markets. Macquarie led the pack with a 32.6% rise, while CBA/CFS, Mercer, BT, Perpetual and AMP all recorded results between 7.3% and 5.4%. All major players in the retail market recorded increases in business ... |
| | | | ... actuarial roles at the firm. He is also deputy chair of Investment Management Consultants Association Australia. 6. Senior Perpetual executive to leave the company The group executive of Perpetual Investments left in September after eight months with ... |
| | | | ... Trustees, for $5 million. As per media speculation, Equity Trustees has purchased the business, which comprises roughly 141 perpetual and ongoing trusts, representing $140 million in funds under management. EQT managing director Mick O'Brien said the ... |
| | | | Perpetual's deputy head of equities Nathan Parkin will step down effective immediately, with his replacement already named. Vince Pezzullo will take on the role, while Parkin's portfolio management responsibilities will be shared between Pezzullo and ... |
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