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Showing 61 - 70 of 190 results for "Australian Equity Fund"

BT High Service List adds Australian equity fund

ALEX BURKE  |  THURSDAY, 1 SEP 2016
BT Financial Group's High Service List has added a new Australian equity fund. The T. Rowe Price Australian Equity Fund came about after the investment firm, which had already been investing in Australian shares via offshore vehicles, set up a dedicated ...

Investors Mutual readying income focused LIC

MARK SMITH  |  THURSDAY, 25 AUG 2016
Investors Mutual (IML), the boutique Australian equity fund manager founded by Anton Tagliaferro, has flagged its intention to launch a new income focused listed investment company (LIC). The investment strategy of the new vehicle will replicate the ...

Monash fund added to two platforms

MARK SMITH  |  TUESDAY, 9 AUG 2016
... Investors is an absolute return Australian equity specialist established by Simon Shields, the ex-head of UBS's Australian Equity Fund, and Shane Fitzgerald, a former J. P. Morgan sell-side analyst. Winston Capital Partners, the fund's distribution partner ...

Absolute returns no longer the domain of instos

DARREN SNYDER  |  MONDAY, 25 JUL 2016
... protection on the downside and deliver stable returns across all market cycles." Henderson's Absolute Return Australian Equity Fund, recently added to the Macquarie Wrap and Netwealth platforms, is one example. As of 30 June 2016, the fund has returned ...

Responsible assets close to half of total Australia AUM

ALEX BURKE  |  WEDNESDAY, 13 JUL 2016
... responsible focus: core RI Australian equities funds outperformed the ASX300 and the average large cap Australian equity fund over one, three, five and 10 years; similar international equities funds outperformed their average large cap equivalents over ...

Regal FM appoints Macquarie vet

ALEX BURKE  |  WEDNESDAY, 8 JUN 2016
... Australian Small Companies strategy. The manager also offers a fund to retail investors: the Regal Long Short Australian Equity Fund, for which Perpetual was appointed responsible entity in April 2015 following Ascalon Capital Managers exiting its responsible ...

US mulls borrowing limit on leveraged ETFs

MARK SMITH  |  WEDNESDAY, 8 JUN 2016
... of net assets. There are currently only three leveraged ETFs available on the ASX: the BetaShares Geared Australian Equity Fund, the BetaShares Geared US Equity Fund and the BetaShares Australian Equities Strong Bear Fund. The first two have gearing ...

Higher recession risk creates opportunity in large miners: Lazard

MARK SMITH  |  TUESDAY, 3 MAY 2016
... 1990, the tech boom of 2000 and the China boom of 2008. One area where the manager of the Lazard Select Australian Equity Fund is seeing opportunity is in mega-cap materials stocks BHP Billiton and Rio Tinto. Falling commodity prices have seen these ...

Aussie income managers underperforming

DARREN SNYDER  |  WEDNESDAY, 20 APR 2016
... Investors planning for retirement have been warned to stick to fundamentals in the wake of new data showing Australian equity fund managers with an income objective have delivered below-market returns in recent years. Income funds covered by Lonsec returned ...

SPIVA report paints sad picture for active management

ALEX BURKE  |  WEDNESDAY, 13 APR 2016
The latest S&P Dow Jones Indices Versus Active Funds (SPIVA) report shows that the majority of Australian active managers underperformed their respective benchmarks over five-year periods. The one exception to this rule was Australian equity small- ...