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| | | ... long-term exposure to a concentrated portfolio of high-quality 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 ... |
| | | | ... early-stage companies from Australia and overseas. "Importantly, while the High Growth option has a larger allocation to listed equities compared to our other pre-mixed options, it also has a higher allocation to private markets, which cannot easily ... |
| | | | ... the class action. Former clients, many of whom had SMSFs, believed their money was predominately invested in ASX-listed equities using CommSec accounts. In the eight years to 2020, at least five auditors were engaged to conduct the mandatory annual audit ... |
| | | | While traditional equities and bonds still have a place in portfolios, an effective strategy for balancing portfolio volatility and generating yield involves incorporating alternative investments, says abrdn investment director Raf Choudhury. Choudhury ... |
| | | | ... benchmarks. Typically, it will hold 45 to 55 long and 25 to 35 short positions. Further, the actively managed global equities fund aims to outperform the MSCI All Country World Index NR (ACWI), after fees, over seven years. Fidelity managing director ... |
| | | | ... Mao, head of equity research and co-portfolio manager at Willis Towers Watson in Australia, said even though Australian equities performed better than their global counterparts in 2022, local managers with more exposure to equity business saw their rankings ... |
| | | | ... Asset Management have shuttered in recent weeks. The Platypus Systematic Growth Fund, which invests in up to 110 local equities, is shuttering after 14 years. It returned 11.6% in the year to June 2023 and aimed to beat the S&P/ASX 300 Accumulation Index. ... |
| | | | ... said. "It was a natural fit." Reed said Alpine Capital will provide a dedicated service in capital markets, emerging equities, corporate advisory, and wealth management across offices in Sydney, Melbourne and Brisbane. "James, Josh, and I will spearhead ... |
| | | | ... even though we were actively selling to get it down to these kinds of levels," she said. The fund held some 30.4% in equities, of which 21.8% was in global equities at the end of the June financial year. Between FY22 and FY23, the fund increased its ... |
| | | | ... market uncertainty, investors have turned to assets such as gold as a diversifier to traditional investments such as equities and bonds. "Global events this year have meant that the prevailing investment narrative has shifted which has brought gold back ... |
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