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Showing 51 - 60 of 307 results for "MSCI World"

Magellan mulls converting closed-end fund

KARREN VERGARA  |  TUESDAY, 17 OCT 2023
... 13 shows that MGF recorded a NAV of $1.93. Since its inception in 2020, MGF has returned 4.4% per annum, while the MSCI World Net Total Return Index achieved 10.1%. MGF shares the same upheavals with the embattled Forager Australian Shares Fund (FOR) ...

Global small caps outperform Aussie counterparts: SSGA

ANDREW MCKEAN  |  THURSDAY, 28 SEP 2023
... counterparts, offering higher annual returns and lower volatility. The US$3.6 trillion asset manager noted that the MSCI World Small Caps Index has yielded an 8.39% annual return over the last 22 years, outperforming the Australian small caps index by ...

Wheelhouse repositions global equity fund

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... million in assets under management, is now known as the Wheelhouse Global Fund. Its benchmark has changed from the MSCI World ex Australia Index to the RBA cash rate +2.5%. Its internal return target of over 8% per annum over a rolling 5-year period ...

AI-fuelled narrow market challenges diversification: Epoch

CHLOE WALKER  |  THURSDAY, 20 JUL 2023
... the returns, but also the size in the benchmark." This has magnified to the point where it's also impacting the MSCI World 1500 stock benchmark, where seven stocks are accounting for 50% of the return. This becomes difficult when you want to be a ...

Quality stocks outperform on average: Bell AM

CASSANDRA BALDINI  |  MONDAY, 5 JUN 2023
... success has been limited to a small pool of names. "Only five names have accounted for 47% of the total return of the MSCI World Index this year," he said. "Apple, Meta, Amazon, Google, Nvidia, those five have accounted for almost half of the total returns ...

The Australian small-cap conundrum: VanEck

CASSANDRA BALDINI  |  FRIDAY, 2 JUN 2023
... capitalisation. "Global small-caps are, on average, two times larger than Australian small-caps, as represented by MSCI World Small Cap and S&P/ ASX Small Ordinaries," the paper explained. "Furthermore, the largest global small-cap, in the context of ...

ASX red alert: Soaring negative cash flows raise concerns

ANDREW MCKEAN  |  MONDAY, 1 MAY 2023
... Plato Investment Management found 28% of ASX-listed companies have negative cash flow - more than any nation in the MSCI World index. Plato's head of long short strategies David Allen warned of the prevalence of negative operating cash flow in ASX-listed ...

NGS Super taps Robeco for major equities mandate

RACHEL ALEMBAKIS  |  FRIDAY, 24 FEB 2023
... to provide persistent alpha from active strategies," Squires explained. The mandate's benchmark is an adjusted MSCI World Index, structured to take into account NGS's exclusions of tobacco, controversial weapons, nuclear and fossil fuel exposures ...

Alphinity debuts two funds on the ASX

RACHEL ALEMBAKIS  |  WEDNESDAY, 8 FEB 2023
... over the past three years, outperforming the benchmark by 1.5% p.a. and 2.3% p.a. respectively. Both funds use the MSCI World Net Total Return Index (AUD) as a benchmark. "Both of these funds give retail investors easy access to a global portfolio of ...

Talaria hires head of sales

CASSANDRA BALDINI  |  MONDAY, 5 DEC 2022
... performed with a total return of 11.80% during the last 12 months to October, more than 16% outperformance over the MSCI World ex Aust benchmark. "We have created significant growth across a broad range of investors over the last year, highlighting the ...