Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 51 - 60 of 269 results for %22ASX accumulation index%22

Sean Fenton back with Sage Capital

KANIKA SOOD  |  WEDNESDAY, 21 AUG 2019
... co-portfolio manager at the Tribeca Alpha Plus Fund which has returned 9.34% since inception compared to S&P/ASX accumulation index's 6.88% but is down 7.8% to the benchmark in the year to July end. Joining him at Sage are two Tribeca colleagues ...

Zurich inks exclusive retail distribution deal

KANIKA SOOD  |  TUESDAY, 13 AUG 2019
... Villante and Paul Biddle's small caps boutique Celeste Funds Management's fund has outperformed the benchmark S&P/ASX Small Ords Accumulation Index by 6.1% net of fees since inception more than 21 years ago. The boutique has hitherto done its ...

Antares portfolio manager departs

KANIKA SOOD  |  THURSDAY, 11 JUL 2019
... extended leave. Dixon leaves after nearly 12 years, and with an impressive track record with the fund outperforming the S&P/ASX 200 Accumulation Index during the trailing three, five, and 10-year periods up to the end of November 2018, Morningstar analyst ...

New Perennial small caps active ETF

KANIKA SOOD  |  FRIDAY, 24 MAY 2019
... has launched an active ETF with an ESG strategy, with eInvest as the distributor. The eInvest Future Impact Small Caps Fund (ASX: IMPQ) is the first actively-managed ESG ETF in Australia. Betashares (ASX: SMLL) and K2 Asset Management (ASX: KSM) have ...

Boutique appoints portfolio manager

KANIKA SOOD  |  WEDNESDAY, 8 MAY 2019
... Australia. The Vertium equity income fund has returned 2.77% (including distribution and growth) since inception compared to S&P/ASX 300 Accumulation Index's 6.98%. The fund's volatility has been 5.25% compared to benchmark's 9.39%. Vertium ...

Tribeca fund cops another departure, downgraded

KANIKA SOOD  |  WEDNESDAY, 17 APR 2019
... performance has been strained (down 11.2% relative to benchmark over one year), though the strategy is still front running the S&P/ASX 200 Accumulation Index by 2.41% per annum since inception. With $978 million as at March 31, the strategy is almost ...

Tribeca portfolio manager departs

KANIKA SOOD  |  TUESDAY, 9 APR 2019
... Plus Fund in 2016 and to co-portfolio manager in June last year. The long-short equities strategy has outperformed the S&P/ASX 200 Accumulation Index by 2.41% per annum since its inception. "Sean has played an integral role in the growth and success ...

Curtain call for JCP Investment Partners

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2019
... JCP's composite investment performance delivered an annualised return of 9.7%, compared with 8.5% on the S&P/ASX300 Accumulation Index. "We have always seen ourselves as an extension of our clients' own investment capabilities; not only managing their ...

New fund to invest in low-carbon Aussie stocks

KANIKA SOOD  |  FRIDAY, 1 MAR 2019
A global manager has launched a new fund to invest in ASX-listed companies that have a lower exposure to carbon emissions and fossil fuel companies. The Russell Investments Low Carbon Australian Shares Fund will use the S&P/ASX 300 Accumulation Index ...

Ausbil launches dividend income fund

KANIKA SOOD  |  WEDNESDAY, 20 FEB 2019
The $11 billion equities manager has launched a fund that will invest in S&P/ASX 200 companies with the aim of paying monthly distributions. The Ausbil Active Dividend Income fund will generate dividend income through cyclical opportunities, earning ...