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Showing 51 - 60 of 93 results for "Imputation"

Prime Value launches concentrated equities fund

LAURA MILLAN  |  THURSDAY, 30 MAY 2013
... 28 February 2013, net of management fees but not performance fees). It also manages the income-centric Prime Value Imputation Fund, launched in 2001. Prime Value was awarded Boutique Fund Manager of the Year for the S&P Australian Fund Awards in 2005 ...

FFMA is on track to break $100bn barrier

ALEX DUNNIN  |  TUESDAY, 7 MAY 2013
... structure of a typical super fund. Reflecting the Future Fund operating as a de facto sovereign wealth fund, combined with imputation credits being no use to it, only 12% of its funds under management (FUM) is invested into Australian equities. Twenty ...

Shortage of reliable Aussie income products

MARK SMITH  |  TUESDAY, 19 MAR 2013
... equity investments that pay a high level of income, which may also provide them with the added advantages of dividend imputation," said Schiffman. Legg Mason chief investment officer for Australia Reece Birtles said that products like the Legg Mason ...

Mason Stevens appoints head of equities

MARK SMITH  |  TUESDAY, 16 OCT 2012
... newly created role, it was announced today. Chemello joins from BT where he was portfolio manager of the flagship BT Imputation fund. He also managed BT's ethical funds and was responsible for around $1.8 billion of funds under management. Mason Stevens ...

IAS renews partnership with SS&C

LINDA HAUSKEN  |  THURSDAY, 23 AUG 2012
... global software providers have had their plans and dreams dashed on the rocks of the country's capital gains tax and imputation credits. "Too many international firms come to Australia with great fanfare, win a handful of clients, and then quietly close ...

EQT wins Austock Life mandate

MELANIE TIMBRELL  |  TUESDAY, 24 APR 2012
Life insurance company Austock Life has added Equity Trustees Limited's Mortgage Income Fund to its Imputation Bond menu. "It is very important to many of our investors - especially those using the Imputation Bond's estate planning and aged care strategies ...

Prime Value adds portfolio manager

ELISE BURGESS  |  THURSDAY, 29 MAR 2012
... Value manages approximately $350 million in its flagship Prime Value Growth Fund and the income-centric Prime Value Imputation Fund.

Ironbark expands account team

ELISE BURGESS  |  TUESDAY, 11 OCT 2011
... Ironbark, currently responsible for around $2 billion of fund assets, to provide wholesale distribution services for its Imputation Fund and its Australian Geared Equity Fund.

Advance sells management of $650 million retail funds

MATT WOODINGTON  |  MONDAY, 10 OCT 2011
... Management, currently responsible for around $2 billion of fund assets, to provide wholesale distribution services for its Imputation Fund and its Australian Geared Equity Fund. "Following this appointment, Ironbark will shortly be bolstering the size ...

Staff upheaval at BTIM

MEDIA RELEASE  |  MONDAY, 22 NOV 2010
... as part of the Australian fixed interest sector review in early 2011. Meanwhile, S&P's ratings on the BT Wholesale Imputation Fund, BT Wholesale Geared Imputation Fund, and BT Wholesale Ethical Share Fund were unaffected by the departure of Chemello. ...