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Showing 51 - 60 of 190 results for "Australian Equity Fund"

T. Rowe Price appoints head of research

KANIKA SOOD  |  WEDNESDAY, 23 MAY 2018
... AUM includes unit investment trust and separate accounts, and is subject to adjustment. T. Rowe Price's Australian Equity Fund held $29.2 million and returned 8.15% over three years annualised, as at April 30. Its largest sector holding is in financials ...

Active manager launches Aussie equities strategy

KANIKA SOOD  |  MONDAY, 9 APR 2018
A $109 billion quantitative investment manager is launching its new Australian equities strategy with an undisclosed amount in seed capital from Russell Investments. The Man Numeric Australia Core strategy will pick Australian mid to large cap stocks ...

REITs the saving grace on SPIVA scorecard

KANIKA SOOD  |  WEDNESDAY, 14 MAR 2018
For the second consecutive year large percentages of Australian funds underperformed their respective benchmarks across most categories in 2017, according to the S&P Dow Jones Indices Versus Active Fuds (SPIVA) Australia scorecard. S&P evaluated returns ...

SPIVA again scores active versus passive debate

ALEX BURKE  |  WEDNESDAY, 27 SEP 2017
The widely-used SPIVA scorecard, prepared semi-annually by S&P Dow Jones Indices, once again suggests the majority of Australian active managers underperformed their respective benchmarks over the 12 months to 30 June 2017. Describing itself as the ...

Atlantic Pacific Securities rebrands for wealth focus

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
... Street, Sydney. APSEC Funds Management was established in 2012. Earlier this year the Atlantic Pacific Australian Equity Fund was awarded a five-star rating from Morningstar.

Bennelong launches new fund, hires analyst

JAMIE WILLIAMSON  |  MONDAY, 3 JUL 2017
Bennelong Australian Equity Partners is launching a new fund, recruiting a member of the Ausbil micro-cap team to assist in its management. The new Bennelong Emerging Companies Fund will invest primarily in micro and small capitalisation stocks listed ...

The challenge of finding true active management

ALEX BURKE  |  FRIDAY, 23 JUN 2017
... that is, the extent to which an "active" portfolio is different to the index. In T. Rowe Price's case, its Australian equity fund has an active share of 60% compared to the industry average of 40%. Second, one has to consider capacity issues, given the ...

Auscap added to Macquarie Wrap

KARREN VERGARA  |  FRIDAY, 24 MAR 2017
... the Macquarie Wrap platform across both investment manager and super manager menus. The Auscap Long Short Australian Equity Fund targets absolute risk-adjusted returns, and invests in companies that generate strong cash flows. It became available to ...

Active returns at their worst since 2009

ALEX BURKE  |  WEDNESDAY, 22 FEB 2017
The majority of Australian actively-managed funds in all categories underperformed their respective benchmarks in calendar 2016 - the first time this has happened since 2009. Over the 12 months to December 31, the 2016 S&P Dow Jones Indices Versus Active ...

Australian funds rank well on ESG

MARK SMITH  |  TUESDAY, 4 OCT 2016
Australian equity fund managers tend to rank higher than their global peers when it comes to incorporating environmental, social and governance (ESG) factors in their investment decisions, Lonsec Research has found. According to the researcher's newly ...