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Showing 721 - 730 of 1838 results for "Managed Fund"

Property overpowers asset class returns

KARREN VERGARA  |  FRIDAY, 28 JUL 2017
... balanced fund target. Looking at managed funds, in the 10 years to December 2016, the gross return for a balanced managed fund with 70% allocation to growth and 30% allocation to defensive assets was 5.4% per annum. A conservative managed fund returned ...

Equity Trustees names philanthropy lead

KARREN VERGARA, JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
A former National Australia Bank executive has joined Equity Trustees as its new general manager of charitable trusts and philanthropy. Jodi Kennedy joins the firm's trustee and wealth services division from NAB where she was head of community engagement ...

New super product for investment savvy

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
A managed accounts provider is entering the realm of superannuation products, providing financial advice clients with an alternative to traditional super vehicles. WealthO2, the fintech behind MA Operator and MDA Operator, has launched a range of software ...

MDA provider builds custom solution

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
Another financial advice group is embracing managed accounts, partnering with provider managedaccounts.com.au to create a bespoke solution. The MDA provider has partnered with The Wealth Partnership in what managedaccounts.com.au head of distribution ...

Macrovue appoints former Arena MD

JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
The former joint managing director of Arena Investment Management will join the board of AMP-backed Macrovue. The online investment platform will welcome James Goodwin following his participation in a capital raise of about $1.25 million to support ...

OC Funds Management wins mandate

KARREN VERGARA  |  THURSDAY, 6 JUL 2017
A multi-manager appointed OC Funds Management to oversee its micro-cap strategy. Melbourne-based Alpha Fund Managers appointed OC to help deliver long-term capital growth by investing in Australian and New Zealand companies with a market capitalisation ...

Asset managers still charging more for less

ALEX BURKE  |  FRIDAY, 30 JUN 2017
Following its interim report on the asset management industry released in November 2016, the UK Financial Conduct Authority reiterated its stance that profits aren't reflecting average performance. The FCA received 153 written submissions and consulted ...

Zagga pitches alternative asset class

EMMA RAPAPORT  |  FRIDAY, 30 JUN 2017
A new marketplace lender is hoping to turn traditional investing on its head with a pitch to wholesale and sophisticated investors. Speaking at Zagga's Australian launch event in Sydney, company chief executive Alan Greenstein told potential investors ...

Managed funds platform launches

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
Managed discretionary accounts provider MA Operator launched a platform aiming to be a low-cost alternative to traditional wraps and the unlisted managed funds platform mFund. MA Operator co-founder Shannon Bernasconi said uXchange enables advisers ...

Link rebrands managed fund admin subsidiary

JAMIE WILLIAMSON  |  MONDAY, 19 JUN 2017
Link Group has rebranded the $43 billion managed fund administrator it acquired last year. White Outsourcing, purchased by Link from Steadfast Group in December 2016, will now be known as Link Fund Solutions and will be part of Link's Corporate Markets ...