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| | | ... of fees, which lagged 15.8% below the benchmark's return of 6.7%. Incepted in June 2024, the fund invested in 20 to 40 high-quality, global small- and mid-caps trading at attractive prices. It charged a management fee of 1.15% p.a. "This has been ... |
| | | | Vanguard S&P 500 ETF has crossed the US$1 trillion mark in net asset value for the first time, becoming the first in the asset class to achieve the feat. Morningstar associate director Daniel Sotiroff said the achievement underscores the immense success ... |
| | | | ... business line - private wealth services - would remain intact. This division comprises private wealth advisers who work with high-net-worth individuals, companies and SMSFs, providing services such as stockbroking, superannuation advice, investment management ... |
| | | | ... "Michael brings a rare combination of deep investment expertise, strong governance discipline and a proven ability to build high-performing teams," Everett said. "His experience across asset allocation, portfolio design and investment stewardship positions ... |
| | | | M&G Investments, a global asset manager with £371.4 billion ($768.8bn) in assets under management, has appointed Cameron Sinclair as head of institutional distribution in Australia. Sinclair will be tasked with strengthening M&G's relationships across ... |
| | | | Older Australians between the ages of 55 to 75 accounted for half of the internal complaints made to super funds in 2025, according to ASIC's Internal Dispute Resolution (IDR) data dashboard. Out of the 221,623 complaints super funds received from individuals ... |
| | | | Macquarie Asset Management (MAM) has launched a new systematic active ETF, expanding its existing range of active ETFs in Australia. Available today via the ASX, the Macquarie Global Small Companies Active ETF (ASX: MQXS) aims to offer Australian investors ... |
| | | | The chief executive of Raiz Invest stepped down after nearly four years in the post and has been replaced by former Selfwealth chief Craig Keary. Brendan Malone left the top job on May 29 and remains on gardening leave until 29 May 2027. Keary commenced ... |
| | | | ... regime". "GDP growth is slowing, unemployment is rising and inflation remains elevated," Chesler said. "Even though inflation is high and likely to remain stubborn, we do not expect the increase in trimmed mean inflation to 3.4%, combined with the added ... |
| | | | Australian Retirement Trust (ART) has launched its second Innovate Reconciliation Action Plan (RAP), highlighting initiatives the super fund will complete by the end of 2028, including setting up a First Nations workforce target. The Innovate RAP builds ... |
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