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Showing 51 - 60 of 282 results for "Accumulation Index"

Sean Fenton back with Sage Capital

KANIKA SOOD  |  WEDNESDAY, 21 AUG 2019
The well-known fund manager is back with two Aussie equities strategies totaling $3 billion in capacity at his new boutique, after resigning from the Tribeca Alpha Plus fund earlier in the year. Sage Capital, led by former Tribeca portfolio manager ...

Zurich inks exclusive retail distribution deal

KANIKA SOOD  |  TUESDAY, 13 AUG 2019
... Biddle's small caps boutique Celeste Funds Management's fund has outperformed the benchmark S&P/ASX Small Ords Accumulation Index by 6.1% net of fees since inception more than 21 years ago. The boutique has hitherto done its retail distribution ...

Antares portfolio manager departs

KANIKA SOOD  |  THURSDAY, 11 JUL 2019
... leaves after nearly 12 years, and with an impressive track record with the fund outperforming the S&P/ASX 200 Accumulation Index during the trailing three, five, and 10-year periods up to the end of November 2018, Morningstar analyst Andrew Miles said. ...

New Perennial small caps active ETF

KANIKA SOOD  |  FRIDAY, 24 MAY 2019
... plus performance fee of 20% of the fund's net return in excess of the benchmark return of S&P/ASX Small Ords Accumulation Index. "We are seeking to invest in small and mid-cap companies that are making a positive contribution to a sustainable future," ...

Boutique appoints portfolio manager

KANIKA SOOD  |  WEDNESDAY, 8 MAY 2019
A Sydney funds management boutique has appointed a portfolio manager from Investors Mutual, as it sees increased demand from advice practices for equities income solutions. Tomas Vasquez is joining Vertium Asset Management as a portfolio manager and ...

Tribeca fund cops another departure, downgraded

KANIKA SOOD  |  WEDNESDAY, 17 APR 2019
... (down 11.2% relative to benchmark over one year), though the strategy is still front running the S&P/ASX 200 Accumulation Index by 2.41% per annum since inception. With $978 million as at March 31, the strategy is almost at capacity which Tribeca estimates ...

Tribeca portfolio manager departs

KANIKA SOOD  |  TUESDAY, 9 APR 2019
... to co-portfolio manager in June last year. The long-short equities strategy has outperformed the S&P/ASX 200 Accumulation Index by 2.41% per annum since its inception. "Sean has played an integral role in the growth and success of Tribeca over the last ...

Curtain call for JCP Investment Partners

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2019
... composite investment performance delivered an annualised return of 9.7%, compared with 8.5% on the S&P/ASX300 Accumulation Index. "We have always seen ourselves as an extension of our clients' own investment capabilities; not only managing their funds ...

New fund to invest in low-carbon Aussie stocks

KANIKA SOOD  |  FRIDAY, 1 MAR 2019
... and fossil fuel companies. The Russell Investments Low Carbon Australian Shares Fund will use the S&P/ASX 300 Accumulation Index as a starting point. It then applies a rules-based approach to tilt the portfolio away from companies that have high exposure ...

Ausbil launches dividend income fund

KANIKA SOOD  |  WEDNESDAY, 20 FEB 2019
The $11 billion equities manager has launched a fund that will invest in S&P/ASX 200 companies with the aim of paying monthly distributions. The Ausbil Active Dividend Income fund will generate dividend income through cyclical opportunities, earning ...