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Showing 51 - 60 of 212 results for "Australian Equity Fund"

Active manager performance slumps: SPIVA

KARREN VERGARA  |  TUESDAY, 29 SEP 2020
The coronavirus has wiped out the performance gains of active fund managers against their respective benchmarks, according to the latest SPIVA scorecard. S&P Dow Jones Indices' SPIVA scorecard, touted as the "de facto scorekeeper of the ongoing active ...

High performance funds significantly underperform: Research

ALLY SELBY  |  FRIDAY, 11 SEP 2020
New research from Rainmaker Information has found that high performance Australian equity funds significantly underperformed their benchmark over the three years to June 2020. The median high performance fund underperformed its benchmark by 300 basis ...

Lazard dumps AMP shares

ELIZABETH MCARTHUR  |  TUESDAY, 4 AUG 2020
... over $29 million. In Lazard's June fund updates, AMP was among the top five holdings in the Lazard Select Australian Equity Fund - representing 7.9% of the fund. It was also in the top five holdings of the Lazard Australian Equity Fund with a 4% allocation. ...

State Street cuts fees on flagship equities funds

KANIKA SOOD  |  THURSDAY, 9 JUL 2020
State Street is dropping the fees on its flagship actively-managed equities funds by 9 to 13 bps for Australian investors effective July 1. The State Street Australian Equity Fundwill go from charging 79bps per year in management costs to 70bps. It ...

Best Australian equities funds, with risk considered

KANIKA SOOD  |  FRIDAY, 19 JUN 2020
... the best annualised return (8.7%) and Sharpe Ratio (0.4) and Omega Ratio (1.6). Lazard's Defensive Australian Equity Fund was the best on volatility with the lowest standard deviation (19.8%) and semi standard deviation (22.7%). Hyperion Australian ...

Global manager reduces fees on flagship fund

ALLY SELBY  |  THURSDAY, 30 APR 2020
... management fee aligns the portfolio with other T. Rowe Price offerings, the manager said, including its Australian Equity Fund (0.60% p.a.) and its Dynamic Global Bond Fund (0.40% p.a.), which have both been competitively priced for the post Royal Commission ...

Aussie equities winners, losers revealed

ALLY SELBY  |  WEDNESDAY, 29 APR 2020
... upgraded, while 13 unlisted and listed funds were downgraded. Upgraded funds included BlackRock Advantage Australian Equity Fund (from bronze to silver), CFS (now First Sentier Investors) Equity Income (from neutral to bronze), Fidelity Future Leaders ...

Mid and small-caps outperform in 2019

ALLY SELBY  |  TUESDAY, 3 MAR 2020
S&P Dow Jones Indices has released its annual SPIVA Australia Scorecard; a report measuring the performance of active funds against their respective benchmark indices - and mid and small-caps have come out on top. Surveying returns from 829 Australian ...

Former Deutsche director joins EQT

HARRISON WORLEY  |  MONDAY, 30 SEP 2019
... institutional sales at the now defunct-Sydney broking firm BBY Limited and BNP Paribas where he serviced Asia-based Australian equity fund managers. Equity Trustees head of asset management Darren Thompson welcomed Mundell's appointment. "As Australia's ...

Aussie active managers underperform

ELIZABETH MCARTHUR  |  THURSDAY, 26 SEP 2019
... performance, the Selector Australian Equities Fund topped the list with a 17.5% pa return. The Lazard Select Australian Equity Fund was further down the list for pure returns with 11.7% but came second for risk/return ratio. The SGH Emerging Companies ...