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Showing 51 - 60 of 331 results for "Underperformance"

Platinum's FUM dips below $14bn

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2024
... Morningstar forecasts that Platinum's FUM will decline to about $10 billion by fiscal year 2028. Platinum's underperformance relative to its peers also makes a return to net inflows challenging, Morningstar added, noting that its aggregate investment ...

Actuaries Institute proposes new performance test measure

ANDREW MCKEAN  |  TUESDAY, 23 APR 2024
... Institute called on the government to consider a greater role for trustees and the APRA in how areas of choice option underperformance are understood and rectified. It suggested the consequences for failing the test for choice options could instead require ...

Why active managers are falling behind in emerging markets

ELIZA BAVIN  |  FRIDAY, 22 MAR 2024
... professional investors have underperformed the market." McCormack said this has left many investors paying a premium for underperformance in emerging market equities. "The dispersion in active returns year on year is significant - it is not uncommon ...

Government consults on options to improve performance test

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
... the test to all APRA-regulated superannuation products, arguing for equal transparency and protection against underperformance. Extending the test could enhance the system's integrity by preventing trustees from restructuring products to evade the test ...

Large-cap equity funds continue underperformance: SPIVA

KARREN VERGARA  |  FRIDAY, 1 MAR 2024
Large-cap active equity fund managers turned in their second-worst year of underperformance as 77% failed to beat their benchmark, the latest SPIVA study shows. Aussie large-cap managers suffered their worst-performing period in 2023 - not since 2018 ...

ASIC waves red flag at advisers, trustees over Choice products

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... little evidence that consumers are aware of how poorly Choice products they're in are performing, and that such underperformance is not being addressed. In its review, ASIC examined 29 Choice options and three legacy products - 22 in accumulation phase ...

Australian Ethical super chief goes for growth in 2024

ANDREW MCKEAN  |  TUESDAY, 23 JAN 2024
... the portfolio we have." Piper accepts that Australian Ethical's portfolio exclusions may lead to periods of underperformance; but the prevailing sentiment within the fund suggests that, despite foregoing short-term value uplift, these sectors are ...

A-REIT strategies outperform G-REITs

CHLOE WALKER  |  MONDAY, 13 NOV 2023
... was less than passive strategies on a trailing 10-year time frame to June 2023. "On the surface, the average underperformance of active strategies relative to passive strategies in both A-REITs and GREITs is a disappointing result for investors," Morningstar ...

Munro Partners launches new fund

CHLOE WALKER  |  WEDNESDAY, 1 NOV 2023
... global growth-oriented small and medium capitalisation equities with the potential for capital growth. The recent underperformance of small and mid-cap indexes also provide attractive opportunities to invest in a portfolio of high-quality and fast-growing ...

Magellan FUM, share price tumble

ANDREW MCKEAN  |  FRIDAY, 6 OCT 2023
... consistent delivery of the investment objectives of its primary strategies. Magellan specifically flagged the recent underperformance of its global equities strategy, which Rainmaker Information research revealed to have outflows of $763 million during ...