Search Results | Showing 51 - 60 of 1055 results for "Versus" |
| | | ... distribution capabilities," GQG said. "Since inception, GQG's four core strategies have had a downside capture of less than 80% versus their respective benchmarks from inception through 28 February 2025. We note that our upside capture since inception ... |
| | | | ... Capital also claimed shareholders would receive a greater indicative value per share and premium under its own proposal versus the Platinum scheme's, and that PGF has delivered a significantly better investment performance (19% over three years), compared ... |
| | | | ... underperformance rate in 2024, following a 26% rate in the prior year. They boasted an asset-weighted average return of 3.9% p.a. versus the &P/ASX Australian Fixed Interest 0+ Index's 2.9% p.a. "However, more years of strong performance will be ... |
| | | | ... MSCI World Benchmark of 9.96% p.a. Cumulative returns since inception amount to 216.10% for the portfolio gross of fees versus 152.28% for the Index. "We are delighted to partner with SMDAM, a firm with a successful investment track record, global and ... |
| | | | ... rates of inflation and unemployment. "Of course, it then depends on how much weight is put on high inflation concerns, versus unemployment. An evenly weighted misery index puts the RBA approach ahead," Bloxham said. "That said, there remains some risk ... |
| | | | ... outperformed APRA funds (9.3%), while the bottom quartile of SMSFs underperformed, achieving maximum RORs of only 1.6% versus 8% for the lowest APRA fund quartile. University of Adelaide senior lecturer in finance George Mihaylov, who led the research ... |
| | | | ... In the first six months, the index returned 17% compared to the S&P 500's 15%, and over one year, it delivered 21% versus the S&P 500's 20%. |
| | | | ... consider include whether the client needs the additional cash flow, and the benefit of accessing the tax-free environment now versus having the additional $100,000 in the retirement phase. "On the second point, generally the later in the financial year ... |
| | | | ... appealing, such as low expense ratios and broad diversification, Dimensional said their objective of minimising tracking error versus an index can lead to implementation costs that "hurt returns." The research also found the "rigidity of having to trade ... |
| | | | ... in funds under management. This time last year it had double that. As at November 2024, it had a running yield of 8.4% versus its target yield of 6.33%. "Following a strategic review undertaken by DXAM and after careful consideration, it has been decided ... |
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