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Showing 61 - 70 of 307 results for "Accumulation Index"

Managed accounts inch to $80bn

KARREN VERGARA  |  WEDNESDAY, 16 SEP 2020
... for the period, Milliman head of capital markets for AustraliaVictor Huang said the value of the ASX/S&P200 Accumulation Index fell -10.42% compared to the 3.06% increase in the Accumulation Index. "This helps explain the reason why overall FUM didn't ...

Boutique launches Aussie equities fund

KANIKA SOOD  |  TUESDAY, 15 SEP 2020
... style neutral and invests in a concentrated portfolio of stocks with the aim of beating S&P/ASX 200 Industrials Accumulation Index over rolling three-year periods. Top 10 holdings at August end included: Tabcorp, Telstra, Aurizon, Lendlease and IPH. ...

Super fund tops up Tribeca mandate

KANIKA SOOD  |  FRIDAY, 11 SEP 2020
... 4.41% return since its August 2019 inception to last month's end, better than the benchmark (S&P/ASX200 Accumulation Index)'s -3.79%. Sage's two funds just got rated recommended ratings from Lonsec.

Sydney boutique winds up fund

KANIKA SOOD  |  TUESDAY, 28 JUL 2020
... to a sustainable level. The Redpoint Industrials Fund aimed to perform in line with S&P/ASX 100 Industrials Accumulation Index post fees on five year rolling periods, while holding less than half of the companies in the benchmark. As at June end, it ...

Prodigy boutique finds new strategic partner

KANIKA SOOD  |  WEDNESDAY, 24 JUN 2020
... and Naheed Rahman, runs an Aussie small caps fund, holding 35-50 stocks aiming to beat the S&P/ASX Small Ords Accumulation Index. The fund has had a good year, returning 2.7% in the 12 months to May end when its benchmark did -2.9%. Warakirri's move ...

Plato fund to shutter

KANIKA SOOD  |  TUESDAY, 2 JUN 2020
... Plato's Australian Shares Core Fund invested in Australian companies and was benchmarked to the S&P/ASX 300 Accumulation Index. It charged 41 bps per year as fees. Since inception, it had returned 0.1% higher than its benchmark after fees to April ...

Boutique launches sustainable Aussie equities strategy

KANIKA SOOD  |  TUESDAY, 19 MAY 2020
... strategy's lead portfolio manager Will Baylis said. It will hold about 55 securities and aim to beat the S&P/ASX 200 Accumulation Index over rolling three-year periods. The fund is priced at 64 bps per year in management fees (negotiable, according to ...

Boutique launches new Aussie equities fund

KANIKA SOOD  |  THURSDAY, 23 APR 2020
COVID-19 shut downs and volatility are not holding back a Sydney-based boutique's plans to launch a new fund. Contact Asset Management tested its new small/mid cap fund via a paper portfolio for 18 months, before hitting launch in mid-March. The ...

Best, worst performing Aussie equities funds

KANIKA SOOD  |  WEDNESDAY, 22 APR 2020
... 20 all-time high. The quarter saw the main benchmarks for large cap Australian equities funds (S&P/ASX 200 Accumulation Index) fall 23% while the small-caps benchmark (S&P/ASX 200 Small Ords Accumulation Index) tumbled 26.7%. Both erased three years ...

Coronavirus puts rocket under shorting ETFs

KANIKA SOOD  |  WEDNESDAY, 18 MAR 2020
... performing equities funds in the recent periods. BEAR returns 0.9% to 1.1% return every time the S&P/ASX 200 Accumulation Index falls 1%. Its leveraged version, BBOZ, delivers 2 to 2.75% increase for 1% fall in the index - similar to what BBUS does for ...