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Showing 831 - 840 of 10431 results for "Value"

Cbus plays it steady amid rocky start to the year

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... portfolio that I think are best done by specialists in their area." For example, Gavin said equity strategies, like deep value and deep growth, tend to be best managed by specialist firms whose investment philosophies align with those styles. "So long ...

PM Capital hits back at Platinum after offer rejected

ELIZA BAVIN  |  TUESDAY, 8 APR 2025
... better financial outcomes compared to the existing Platinum schemes, as well as the opportunity to remain exposed to a global value-style investment within a listed investment vehicle," PGF said in a statement. "Additionally, we note that under the PGF ...

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
... announced in recent months, joining Debbie Jensen who was hired in the newly created role of head of marketing and client value proposition. She joined from Dexus where she was general manager of funds management marketing. In early 2025, Fitzpatricks ...

Which fund managers are making the most from investor fees?

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
... pay to third party providers in our 'manager of managers' approach," Mercer said of the analysis. "We're confident in the value of the services and expertise we provide to our clients." Insignia Financial, which hosts a range of legacy products - many ...

Lakehouse Capital lists first fund on ASX

ANDREW MCKEAN  |  MONDAY, 7 APR 2025
... incentivised to join as they gain access to a larger customer base, which in turn, incentives more buyers to join as the value proposition improves," Thompson said. He said this creates a "virtuous cycle," where the value of the platform compounds exponentially ...

UGC's AFCA membership to cease

KARREN VERGARA  |  MONDAY, 7 APR 2025
... development via secured debt financing arrangements or direct equity investments. As at April 2024, the fund's net asset value was $97.5 million, according to UGC's website. "As UGC is in liquidation, and there is no certainty it will be able ...

Platinum funds merger to go ahead

ELIZA BAVIN  |  MONDAY, 7 APR 2025
... open-ended managed fund traded on the ASX, also provides investors with an ability to exit at any time at or around net asset value." In addition, Platinum said its proposal was also in line with industry trends and investor sentiment. "Actively managed ...

Aussies need help to navigate the great wealth transfer: Fidelity

MATTHEW WAI  |  FRIDAY, 4 APR 2025
As Australians prepare for the great intergenerational wealth transfer, many are voicing concerns around navigating the legal, financial and investment aspects, a new study by Fidelity International found. In the next 20 years, Australia is on track ...

Market turmoil hits portfolios

ELIZA BAVIN  |  FRIDAY, 4 APR 2025
... Day" tariffs, major stock indexes on Wall Street dropped as much as 6%, losing $4.9 trillion (US$3.1 trillion) in market value, marking the largest decline since March 2020. VanEck Asia Pacific chief executive Arian Neiron said the tariff announcement ...

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
WT Financial Group (WTL) is consolidating three financial advice practices - Titan Financial Planning, Darwin Financial Services and Wealth Connect Financial Services - after announcing its joint venture with Merchant Wealth Partners this week. The ...