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Showing 51 - 60 of 177 results for "Income Portfolio"

Kapstream wins JANA allocation

KANIKA SOOD  |  MONDAY, 8 FEB 2021
The $17 billion Sydney boutique has been appointed to a multi-manager fund from JANA. Kasptream will manage a portion of the JANA Short Maturity Diversified Debt Trust, which JANA offers to its implementation clients. "Kapstream's been fortunate to ...

Jarden hires from UBS, HSBC

ELIZABETH MCARTHUR  |  MONDAY, 30 NOV 2020
Kiwi investment bank Jarden is continuing its rapid Australian expansion with the announcement of five new appointments. Anderson Chow was appointed head of industrials research, joining Jarden from HSBC where he was based in Hong Kong for a decade ...

New global funds added to HUB24, Netwealth

ELIZA BAVIN  |  THURSDAY, 23 JUL 2020
... and are trading at attractive valuations. The Strategic Income Fund is a flexible, multi-sector, global fixed Income portfolio. The fund invests "opportunistically" in a wide range of fixed income assets, and is designed for investors seeking sustainable ...

Sovereign investors keen on gold, infrastructure

KANIKA SOOD  |  TUESDAY, 21 JUL 2020
Invesco's annual survey of 139 sovereign investors found they are increasing allocation to gold, and plan on adding fixed income and infrastructure in the 12 months ahead. The annual report, now in its eighth year, found sovereign investors entered ...

Global asset manager launches new fund

ELIZA BAVIN  |  MONDAY, 11 MAY 2020
... launch of the T. Rowe Price Global High Income Fund. The asset manager said the fund is a concentrated, high-income portfolio of primarily global high yield corporate bond opportunities. The fund aim to apply an active management approach to global high ...

Cbus ready to deploy cash

KANIKA SOOD  |  THURSDAY, 7 MAY 2020
As COVID-19 pushes down asset prices, Cbus investment chief Kristian Fok is turning his focus to the buying opportunities ahead. The fund's board devalued its unlisted assets between 8-15% in response to COVID-19, and its March quarter returns stood ...

State Street model portfolios land on BT Panorama

HARRISON WORLEY  |  TUESDAY, 28 APR 2020
... transparency, client engagement features and cost effectiveness they provide. Victor said the firm's target income portfolio had also proved popular "for its goals-based approach". "In a low growth, low interest rate environment, investors are increasingly ...

Perpetual awards mandate

KANIKA SOOD  |  WEDNESDAY, 12 FEB 2020
... strategy via a separately managed account and their upcoming fund for Perpetual Private's implemented fixed income portfolio and fixed Income model portfolios respectively," Sofios said. Thornburg's multi-sector opportunistic credit strategy ...

FS Roundtable: Striking the perfect balance

KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... generate 4-5% returns. "It changes the maths and makes our job challenging," he says. "You cannot just build an income portfolio anymore - capital appreciation has to be a part of it." Martel says Australia sits in an enviable position compared to some ...

Perpetual Private awards bond mandate

JAMIE WILLIAMSON  |  THURSDAY, 14 NOV 2019
... bond strategy via an SMA. Colchester's fund will also now be included in Perpetual Private's implemented fixed income portfolio and fixed income model portfolios. The portfolio will be managed using a time-proven real yield approach, selecting sovereign ...