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Showing 51 - 60 of 1835 results for "Managed Fund"

IML debuts income-focused ETF

KARREN VERGARA  |  TUESDAY, 2 SEP 2025
... achieving an average income of 9.4% p.a. while the ASX 300 Accumulation Index returned 5.9% p.a. The underlying fund is a managed fund overseen by portfolio managers Michael O'Neill and Tuan Luu. Top holdings include BHP Group, CSL, Brambles, CBA ...

Loftus Peak to launch hedged Global Disruption active ETF

JAMIE WILLIAMSON  |  FRIDAY, 29 AUG 2025
... returned 27.56% net of fees in the year to July end. It will be listed on the ASX and will also be available as a managed fund on some platforms. The fund intends to substantially hedge the capital component of the foreign currency exposure of the fund ...

Fiducian FUA reaches $5bn

KARREN VERGARA  |  MONDAY, 18 AUG 2025
Fiducian Group's funds under advice (FUA) hit $5 billion in the 2025 financial year as net inflows from salaried and franchisee financial advisers reached $343 million. FUA grew 4% year on year from $4.8 billion across its Core, Auxilium and Badges ...

Elanor rebuffs Lederer's governance concerns

KARREN VERGARA  |  WEDNESDAY, 13 AUG 2025
Elanor Investors Group has clapped back at potential acquirer Lederer Group for making "inaccurate assertions" about its governance and management capabilities. In providing an update on the proposed acquisition of its ASX-listed Elanor Commercial Property ...

MLC adds term deposits, ETFs to Expand

MATTHEW WAI  |  FRIDAY, 8 AUG 2025
MLC Expand has launched its new Essential+ investment menu, offering access to term deposits and exchange traded funds (ETFs) from a range of Australian financial institutions. The Essential+ menu complements the existing suite of MLC managed funds ...

CFS taps JPMAM for private equity push

KARREN VERGARA  |  WEDNESDAY, 6 AUG 2025
Colonial First State (CFS) has tapped J.P. Morgan Asset Management (JPMAM) to help launch its first private equity offering. JPMAM's Private Equity Group (PEG), which manages US$35 billion in for global clients, will invest in secondaries and co-investments ...

Commonwealth Private, JPMAM launch Private Wealth Advantage

KARREN VERGARA  |  TUESDAY, 5 AUG 2025
Commonwealth Private has partnered with J.P. Morgan Asset Management (JPMAM) to launch Private Wealth Advantage, a self-directed investment option for wholesale investors. Private Wealth Advantage is a multi-asset class wealth offering that includes ...

Perpetual to launch fixed income active ETF

ELIZA BAVIN  |  THURSDAY, 31 JUL 2025
... appointed to the role in June this year. DIFF will be a unit class of the Perpetual Diversified Income Fund (DIF), a managed fund with more than $2.4 billion in funds under management. Over a 20-year history, DIF has delivered a net return above core ...

Australian Ethical promotes pair to accelerate growth

MATTHEW WAI  |  WEDNESDAY, 16 JUL 2025
The ethical investment manager has promoted two executives to steer growth across its superannuation and investment management businesses. Maria Loyez has become the group executive of superannuation, while chief investment officer Ludovic Theau will ...

Gold ETFs outshine large caps: Research

KARREN VERGARA  |  THURSDAY, 10 JUL 2025
Gold ETFs recorded stellar performances in Rainmaker's latest analysis of wholesale managed funds, achieving between 43% p.a. and 50% p.a. which trumped returns of popular large-cap equity funds. VanEck's Gold Miners ETF, which invests in a diversified ...