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Showing 841 - 850 of 8652 results for "Managed"

Janus Henderson turns $5.2bn fixed interest fund into active ETF

MATTHEW WAI  |  THURSDAY, 13 FEB 2025
... reduced management fees on its US offering. The Janus Henderson Australian Fixed Interest Active ETF (JFIX) is an actively managed ETF, that aims to outperform the benchmark of Bloomberg AusBond Composite 0 + Yr Index over a rolling three-year period. ...

SG Hiscock, Ruffer shutter funds

KARREN VERGARA  |  THURSDAY, 13 FEB 2025
Two funds managed by SG Hiscock (SGH) and Ruffer have closed due to lack of investor interest. The SGH Ex-20 Australian Equities Fund was terminated on February 3 for failing to reach its required scale and retain and attract the desired number of investors. ...

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
New research shows that self-managed superannuation funds (SMSFs) outperformed APRA-regulated funds by 1.2 percentage points per annum in the five years to June 2023. According to research from the University of Adelaide's International Centre for ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... better deliver financial solutions, Lifespan Financial Planning said. Ian Holliday has been appointed head of research and managed accounts, bringing over 25 years of experience to the fold and carries expertise in investment analysis and portfolio management. ...

Jones flags drafting of Tranche 2 legislation

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... that consumers withdraw their superannuation savings from a regulated fund and invest them, sometimes via an SMSF (self-managed super fund), into a high-risk property scheme or some other high-risk investment." ASIC will focus more effort on reviewing ...

Australian super assets set to become second largest globally: WTW

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... This has been particularly evident in countries such as Canada, Australia, and the UK." The 22 countries collectively managed US$58.5 trillion ($93.3tn), which rose 4.9% year-on-year in 2024.

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
Direct indexing platform Briefcase has partnered with Praemium to launch five separately managed accounts (SMA) for retail investors. The five diversified risk-based model portfolios of Conservative, Moderate, Balanced, Growth, and High Growth are now ...

Generation Development Group buys Evidentia

MATTHEW WAI  |  MONDAY, 10 FEB 2025
... Development Group (GDG) will acquire 100% of Evidentia Group for $320 million, as it looks to grow its foothold in the managed accounts space. The transaction will be partly funded by a fully underwritten equity raising of approximately $287.9 million ...

Independent financial planning boutique opens in Brisbane

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... "They [my clients] might have started a business, sometimes multiple businesses, and they might have some trusts or a self-managed super fund, or not," she told Financial Standard. "The business owners don't always have a great deal of experience ...

Foresight Analytics names research lead

KARREN VERGARA  |  FRIDAY, 7 FEB 2025
... and I look forward to contributing to the next phase of the firm's growth." Australia Ratings Analytics focused on managed funds, separately managed accounts (SMAs) and insurance bonds. Kumar launched Foresight in 2015 after identifying a gap for ...