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Showing 51 - 60 of 143 results for "Global SMA"

Bell AM announces US distribution plans

ANNABELLE DICKSON  |  TUESDAY, 23 NOV 2021
The $3.5 billion boutique global equity manager announced a joint venture distribution partnership with US-based multi-boutique Spouting Rock Asset Management. The partnership will allow Bell Asset Management to distribute its equity strategies in North ...

Montgomery adds to global strategy

ANNABELLE DICKSON  |  TUESDAY, 19 OCT 2021
Montgomery Investment Management is adding another fund from US-based Polen Capital to its Australian and New Zealand offering. The Polen Capital Global Small and Mid Cap Fund will be available to investors on October 21 following the partnership between ...

IOOF awards global equity mandate

KARREN VERGARA  |  THURSDAY, 9 SEP 2021
A Natixis Investment Managers affiliate has won a $125 million global equity mandate from IOOF. Vaughan Nelson Investment Management will oversee the global small and mid-cap (SMID) mandate that is part of IOOF's MultiSeries international shares ...

Royce Investment Partners launches small-cap fund

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
Royce Investment Partners, a Franklin Templeton subsidiary, is launching in the domestic retail investment market with a global small-cap fund. The Royce Global Small-Cap Premier Fund is an actively managed, unlisted Australian unit trust that will ...

NGS Super awards $150m small caps mandate

KANIKA SOOD  |  MONDAY, 19 JUL 2021
The $12 billion industry fund has picked an external manager for a $150 million allocation to global small caps. American Century Investments will invest the NGS allocation through its global small cap strategy. "We believe our differentiated growth-oriented ...

Bell AM wins mandate

KANIKA SOOD  |  MONDAY, 15 MAR 2021
The Melbourne equities boutique has been appointed to manage a new $100 million fund launched by Swisse Union Bancaire Privee, with which it has a strategic partnership. Bell Asset Management will manage UBP's global SMID-cap equity which will invest ...

Mantis to take over Copper Rock fund

KANIKA SOOD  |  FRIDAY, 18 DEC 2020
The new multi-boutique is expected to take over management of a $35 million global equities fund previously managed by Copper Rock. Mantis Funds Management is a nine-month-old business founded by head of research for Morphic Asset Management Timothy ...

Wells Fargo sets sights on Aussie super

ELIZA BAVIN  |  WEDNESDAY, 25 NOV 2020
Wells Fargo Asset Management is gearing up to make its mark on the Australian superannuation system, confirming to Financial Standard that it has been in discussions with major super funds. Wells Fargo head of international distribution Deirdre Flood ...

Ironbark to wind up emerging markets fund

KANIKA SOOD  |  FRIDAY, 13 NOV 2020
Ironbark Asset Management has terminated an emerging markets small caps fund, after the underlying manager decided to close. The Ironbark Copper Rock Emerging Markets Opportunities Fund aimed to beat the MSCI Emerging Markets Small Cap Index (in AUD) ...

Morningstar ratings tally for global equities

KANIKA SOOD  |  FRIDAY, 25 SEP 2020
Morningstar's latest cycle of reviews for global equities managers has resulted in 12 upgrades and 21 downgrades, as it takes into account its new analyst rating framework from last year. This round of reviews includes Morningstar changes to analyst ...