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| | | ... risk diversification and a lower correlation to broad equity markets than most peer funds, with a low 0.6 beta to global stocks markets, and a high degree of drawdown protection," Tonkin said. "All of these factors, along with its stable cash yield make ... |
| | | | ... 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 by 2.49% ... |
| | | | ... enhancements. Sage's quant model takes data sets of company information as the input to produce a ranking of all ASX200 stocks according to momentum (including growth), value and quality factors. The team then does fundamental research on the companies ... |
| | | | ... disappointment" for the year. UniSuper's balanced investment option returned 9.9% for the year, as it made big gains from individual stocks: BHP was up 52.2% while ASX and Transurban were up more than 30%. However, the fund was disappointed with the ... |
| | | | ... base, and a lower management expense ratio". Plato highlighted the diverse nature of PL8, which they said had around 100 stocks across small-cap, large-cap, and gold stocks. Senior portfolio manager Peter Gardner said this diversified portfolio means ... |
| | | | ... returned 16.6% p.a. net of fees since its 2013 inception to July end. The LIT will hold eight to 12 companies of global stocks, aiming a cash distribution yield of 3% per annum paid semi-annually. The offer is expected to open on August 21 and will include ... |
| | | | ... sorry for putting you in this situation." However, he insists the fund has made progress in reducing exposure to illiquid stocks. Throughout the suspension, Woodford has consistently guaranteed the portfolio will still be focussed on undervalued companies ... |
| | | | ... their clients' needs." The fund which is led by Jordan Cvetanovski and Steven Glass invests in 30 to 50 international stocks. Pengana Capital Group (ASX: PCG) had $3.2 billion in funds under management at June end. Of this $810 million is across ... |
| | | | ... the commensurate increase in risk." Explaining the pair straights technique in detail, Martin said Solaris chooses two stocks - usually in the same industry - that are in its view mispriced relative to each other. The first example Martin used was WAAAX ... |
| | | | ... annualised gross return. Cooper Investors said its new Global Endowment Fund will hold a concentrated portfolio of global stocks, with a long-term time horizon. It aims to have lower volatility than the global equities market and to outperform in periods ... |
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