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Showing 51 - 60 of 307 results for "Accumulation Index"

Changes on Perpetual Industrial Shares Fund

KANIKA SOOD  |  TUESDAY, 30 MAR 2021
... future endeavours." The strategy invests in industrial shares and is benchmarked to S&P/ASX 300 Industrials Accumulation Index. It has been running since 1995 and is currently under the benchmark on three, five, 10 and since-inception basis.

Aberdeen Standard rejigs Aussie equities fund

KANIKA SOOD  |  THURSDAY, 25 MAR 2021
... particular revenue streams, and target carbon intensity of least 20% lower than its benchmark, the S&P /ASX200 Accumulation Index. Lopez said the fund will invest in stocks it sees as "improvers" that may be screened out of ESG-data providers like MSCI. ...

Hyperion ETF goes live

ANNABELLE DICKSON  |  TUESDAY, 23 MAR 2021
... unlisted fund which is 0.70% per annum management fee and a 20% performance fee above the benchmark (MSCI World Accumulation Index). The Hyperion Australian Growth Companies Fund delivered the highest return in the large-cap segment of 18.9% per annum ...

Managed accounts FUM inch to $100bn

KARREN VERGARA  |  FRIDAY, 12 MAR 2021
... for the second half of 2020 were significantly more positive than the first half. The value of the ASX/S&P200 Accumulation Index rose 13.2% over the period, (compared with the decrease of 10.42% decrease in the prior six months). This will have materially ...

Industry fund awards $60m small caps mandate

KANIKA SOOD  |  MONDAY, 15 FEB 2021
... Fund returned 20.1% in the year ending January, compared to 5.38% from its benchmark S&P/ASX Small Ordinaries Accumulation Index over the same period. Three-year returns for the strategy are 12% p.a. to the benchmark's 6.69% p.a. over the period. ...

Hyperion makes foray into active ETFs

KARREN VERGARA  |  THURSDAY, 21 JAN 2021
... unlisted fund which is 0.70% per annum management fee and a 20% performance fee above the benchmark (MSCI World Accumulation Index). Lead managers Mark Arnold and Jason Orthman said the firm decided to launch an active ETF due to the increased demand ...

AMP Capital drops fees on listed property fund

KANIKA SOOD  |  FRIDAY, 27 NOV 2020
... after fees. The year ending September has been better, with 8.61% outperformance to the S&P/ASX 200 A-REIT Accumulation Index. AMP Capital's retail funds lineup has seen many changes this year. Earlier his month, it shut a 19-year old sustainable share ...

AMP Capital shutters Aussie equities fund

KANIKA SOOD  |  MONDAY, 16 NOV 2020
... same time and has since joined Platypus Asset Management as head of ESG. The fund aimed to beat S&P/ASX 200 Accumulation Index while picking companies with a sustainability and ESG focus. It has made two fee cuts in recent years and in May, also tightened ...

Pengana shutters income-focused fund

KANIKA SOOD  |  THURSDAY, 5 NOV 2020
... earnings yields of at least 6% per annum. The returns have been below the RBA cash rate as well as the ASX 300 Accumulation Index. The fund's one year returns at September end were -13.23% (compares to ASX 300's -9.96%). Since inception to September ...

Industry fund launches new passive options

JAMIE WILLIAMSON  |  WEDNESDAY, 14 OCT 2020
... The new Australian Shares (Indexed) option aims to achieve a gross return matching that of the S&P/ASX 100 Accumulation Index over three years. The investment fee charged on this option is set at 0.07%. Meanwhile, the International Shares (Indexed) option ...