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Showing 761 - 770 of 6727 results for "Benchmark"

Industry fund updates investment fees

ELIZA BAVIN  |  THURSDAY, 22 OCT 2020
An industry super fund has bumped up its fees on some investment options due to the effects of COVID-19 market volatility. Australian Catholic Superannuation Retirement Fund (ACSRF) said the changes are set to come into effect on November 1. "Due to ...

Future Fund asked to table detailed fee spend

KANIKA SOOD  |  WEDNESDAY, 21 OCT 2020
At the budget estimates this morning, the Future Fund was asked to provide its fee spend by each asset class, instead of the total-portfolio figure it usually reports. The $163 billion sovereign wealth fund uses 'total portfolio approach' meaning ...

Sunsuper cops rating downgrades

ANNABELLE DICKSON  |  TUESDAY, 20 OCT 2020
... methodology. Despite this, Morningstar's review said that while the revised ratings approach has placed an emphasis on benchmark relativities, Sunsuper still remains a worthy choice. Morningstar director of manager research Tim Wong said multisector ...

Risk but no reward in institutional equities portfolios

KANIKA SOOD  |  MONDAY, 19 OCT 2020
... in assets) and found uncompensated risk far outstripped compensated risk in these equities portfolio. The result was benchmark-like returns at active fees. "Perhaps the most startling discovery to us was the fact that, on average, portfolios had nearly ...

BT terminates two funds

ELIZABETH MCARTHUR  |  MONDAY, 19 OCT 2020
... investors continuing to remain invested and less new investors." The spokesperson added that the funds have delivered above benchmark performance after fees since inception. "The BT Partner Australian Shares Growth 1 Fund has delivered a since inception ...

bfinance names client consultant

ANNABELLE DICKSON  |  MONDAY, 19 OCT 2020
Independent investment consultant bfinance has appointed a client consultant to lead institutional investor expansion in Australia. Daniele Goldberg joins from Lloyds Banking Group where she has been for over a decade in both London and Sydney and was ...

ASX200 advance climate targets

ANNABELLE DICKSON  |  MONDAY, 19 OCT 2020
... in response to climate change, new research shows. The Australian Council of Superannuation Investors' (ACSI) annual benchmark analysis shows ASX200 companies' climate-related disclosure has improved but there are still challenges. The ACSI research ...

Fresh fundies outperform

ALLY SELBY  |  THURSDAY, 15 OCT 2020
... cap fund backed by two fresh-faced investors with no prior funds management experience has managed to outperform the benchmark consistently since its inception in July 2018. As of August 31, Spatium Capital's Small Companies Fund returned 30.4% on ...

Active managers grapple with EM

KARREN VERGARA  |  WEDNESDAY, 14 OCT 2020
... Global Emerging Markets (13.1% p.a.) was the best-performing fund, delivering 7.5 percentage points higher than the benchmark. Capital Group New World Fund (12% p.a.) and Schroders Global Emerging Markets Fund (8.2% p.a.) were the next best performers. ...

Vanguard launches new ESG offerings

ELIZABETH MCARTHUR  |  WEDNESDAY, 14 OCT 2020
Vanguard Australia has launched a new Australian shares ETF with an ESG focus, adding to its range of ethical investment options. The Vanguard Ethically Conscious Australian Shares Fund and ETF will invest in approximately 240 ASX listed shares with ...