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Showing 701 - 710 of 1999 results for "Australian equities"

Contribution caps cause SMSF cash surge

ALEX BURKE  |  THURSDAY, 17 AUG 2017
... June 30, the average SMSF comprised 19.8% cash (up from 18%), 12% fixed interest (down from 12.7%), 35.4% Australian equities (down from 36.7%), 13.1% global equities (up from 12.9%), 19.3% property (up from 19.2%) and 0.4% in other vehicles such as ...

Northern Trust wins asset servicing mandate

ALEX BURKE  |  THURSDAY, 17 AUG 2017
Northern Trust won an asset servicing mandate from an Australian equities boutique. JCP Investment Partners, having appointed Equity Trustees as responsible entity for two of its funds earlier this month, picked Northern Trust to provide global custodial ...

Boutique appoints Equity Trustees as RE

KARREN VERGARA  |  TUESDAY, 8 AUG 2017
... Equity Trustees as responsible entity for two of its funds. Equity Trustees will oversee two of Melbourne-based Australian equities fund manager JCP Investment Partners' retail funds: the small companies long-short strategy and the absolute return strategy. ...

Chi-X appoints Australia chief from Deutsche Bank

ALEX BURKE  |  THURSDAY, 3 AUG 2017
... to the Australian financial landscape, Chi-X has delivered substantial benefits to investors and traders in Australian equities. I look forward to leading the team at Chi-X as we build on our position as an integral and innovative marketplace." "Vic ...

New portfolio manager at IOOF

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2017
IOOF announced the appointment of a new lead to manage its Australian equities portfolio. Paul Crisci replaces Dan Farmer, who recently became chief investment officer on July 1, and has also been managing the Australian equities portfolio since February ...

DNR scores high in first Zenith SMA review

ALEX BURKE  |  MONDAY, 31 JUL 2017
Zenith has commenced reporting on the Australian equities separately-managed accounts (SMA) sector, awarding DNR Capital three "recommended" ratings in the process. DNR Capital's Australian Equities Income Portfolio, Australian Equities High Conviction ...

Property overpowers asset class returns

KARREN VERGARA  |  FRIDAY, 28 JUL 2017
... ASX. Global bonds (hedged) generated gross returns of 7.4% per annum, followed by Australian bonds at 6.1%. Australian equities meanwhile, fell further away from the top four performing asset classes, returning just 4.3% per annum. Over a 20-year period ...

Exposing the hidden risks of cash

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
While Australian equities traditionally occupy the higher-risk portion of an investment portfolio, historical analysis suggests cash may actually be riskier, according to Lazard Asset Management portfolio manager Dr. Philipp Hofflin. Speaking at the ...

Retirement income fund launches

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
... Abbott. Mueller joined from Forager Funds where he was responsible for assisting with Forager's large-cap Australian equities portfolio, and has also held roles with Morningstar, Northward Capital and Investors Mutual. A former trader at Franklin Templeton ...

Equity Trustees appointed RE for boutique

DARREN SNYDER  |  MONDAY, 24 JUL 2017
A staff-owned Brisbane investment manager appointed Equity Trustees as the Responsible Entity for an Australian equities fund. Boutique manager Pentalpha selected Equity Trustees as the RE for its Income For Life Fund - a high-yield, low volatility ...