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Showing 51 - 60 of 128 results for %22Companies Accumulation Index%22

SQM suspends Macquarie fund rating following investment team reshuffle

ALEX BURKE  |  TUESDAY, 12 DEC 2017
Following material changes to the investment strategy and team behind Macquarie's award-winning Australian Small Companies Fund, its rating has been changed to "hold" by SQM Research. SQM had originally downgraded the rating of the fund from 4.00 to ...

Contango swaps investment managers following AGM

ALEX BURKE  |  TUESDAY, 28 NOV 2017
... financial standing of NAOS "and its standing in the market"; and NAOS' relative experience as managers of listed investment companies. He continued: "So why make these management changes? NAOS is a specialist fund manager that manages two other LICs ...

QVG Capital launches inaugural fund

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2017
... fund the duo, who left Ausbil to start their own funds management firm QVG Capital, will invest in listed Australian companies outside of the S&P/ASX100 on behalf of high-net-worth individuals and institutions. Prunty is confident of the fund's investment ...

Perpetual case dismissed in court

ALEX BURKE  |  THURSDAY, 13 JUL 2017
... This was where WHSP owned 44% of Brickworks and the latter owned 42.7% of the former. Robert Millner is chair of both companies and various members of the Millner family, Perpetual claimed, participated in cross-holdings. Federal Court judge Justice ...

Perennial micro-cap fund gets Lonsec tick

ALEX BURKE  |  MONDAY, 22 MAY 2017
... Ordinaries Accumulation Index after fees over rolling three-year periods by investing in 30 to 70 listed and unlisted companies with market capitalisations of less than $500 million. Perennial said it came about as a result of a "painstaking review of ...

Cuffe takes stake in Lennox small-cap fund

ALEX BURKE  |  WEDNESDAY, 10 MAY 2017
... small-cap strategy established under Challenger boutique network Fidante Partners. Lennox Capital Partners' Australian Small Companies Fund is available to retail and institutional investors. It's benchmarked to the S&P/ASX Small Ordinaries Accumulation ...

Paragon hires distribution head from Challenger

ALEX BURKE  |  WEDNESDAY, 29 MAR 2017
... Fund employs an absolute return long-short equity strategy and mostly invests in Australian resource and industrial companies. The fund is available to both wholesale and retail investors and has returned 66.7% net of fees since inception in March 2013 ...

Hedge fund star joins Merchant Group line-up

ALEX BURKE  |  TUESDAY, 28 MAR 2017
... Ordinaries Accumulation Index net of fees over rolling five-year periods by investing in both listed and soon-to-be-listed companies. Based in Western Australia, Merchant Group offers strategic wealth advice, corporate finance and direct market services. ...

OC partners for micro-cap fund

ALEX BURKE  |  FRIDAY, 24 MAR 2017
... the past five years, the original version of the fund has delivered 15.5% over the S&P/ASX Emerging Companies Accumulation Index per annum. "The Fund gives investors exposure to a diverse range of compelling and often under-researched companies at the ...

Lonsec upgrades Flinders fund

EMMA RAPAPORT  |  THURSDAY, 16 MAR 2017
Ratings house Lonsec has upgraded the Flinders Emerging Companies Fund from 'Investment Grade' to 'Recommended'. In its research report, Lonsec noted an increased conviction in Flinders Investment Partners investment team and process. They consider ...