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Showing 641 - 650 of 2187 results for "Plus"

State Street ETF in franking credit kerfuffle

KANIKA SOOD  |  THURSDAY, 15 AUG 2019
... fund tests its franking credits against this 'benchmark'. The fund can distribute this 'benchmark' level of franking credits plus an extra 20% without any other restrictions applying." State Street said STW is the only SPDR ETF that uses the benchmark ...

Cull flat fees for small pensions: Report

KANIKA SOOD  |  FRIDAY, 9 AUG 2019
... return, a flat fee structure can completely wipe off its return. "We are concerned that permitting a combination of a flat fee plus a percentage of funds under management charge has the potential to completely erode small dormant investment pots," the ...

Sydney portfolio manager on best female fundies list

KANIKA SOOD  |  TUESDAY, 30 JUL 2019
... insurers and diversified financials. Prior to that she was an analyst / portfolio manager with AMP Capital for the AMP Value Plus Fund covering financials, food and retail. She worked as a consultant with Boston Consulting Group before starting in funds ...

Buy time ahead for Aussie equities: Tribeca

KANIKA SOOD  |  THURSDAY, 25 JUL 2019
... potential downside to the equity index which should act as a buying opportunity," Liu, who manages the $978 million Tribeca Alpha Plus Fund, said at a Sydney briefing yesterday. In recent months, the ASX 200 has seen an upwards earning price revision ...

Aussie income fund added to platforms

KRISTI CHENG  |  MONDAY, 22 JUL 2019
... with a regular and stable income of 5%+ p.a. through an investment cycle comprised of dividends, distributions and interest, plus capital growth from a portfolio of global listed infrastructure securities." He added that the fund is ideally suited to ...

Cooper Investors launches equities fund

KANIKA SOOD  |  MONDAY, 22 JUL 2019
... equities boutique has launched its first fund in five years, after running the strategy internally for over two years with a 16% plus annualised gross return. Cooper Investors said its new Global Endowment Fund will hold a concentrated portfolio of global ...

Portfolio manager caught out faking returns

KANIKA SOOD  |  FRIDAY, 19 JUL 2019
... company prohibition with a right to apply for re-entry after three years, disgorgement of ill-gotten gains of US $600,000 plus prejudgment interest and a civil penalty of US $100,000. Concurrent to SEC action, the Commodity Futures Trading Commission ...

Corporate fund updates members on fee changes

KARREN VERGARA  |  FRIDAY, 19 JUL 2019
... generally change each year, were mostly lower in FY19 compared to the prior corresponding period. The changes affect Accumulate Plus, which has eight investment options, and Retirement Access products, which provides income stream payments. On a per ...

Industry fund appoints chair

KARREN VERGARA  |  THURSDAY, 18 JUL 2019
... industry superannuation has welcomed a new chair, as well as a deputy chair. Janet Torney has been appointed chair of Club Plus Super, while Steve Whan is the new deputy chair. Torney takes over from Tara Moriarty, who stepped down after being elected ...

Platform provider divests advice firm

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... agreement to transfer its shareholding back to an entity controlled by founder Rob McGregor for a consideration of $500,000 plus the repayment by this entity of $225,000 in loan funds. McGregor is also founder of GPS Wealth. GPS Wealth was sold to Easton ...