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Showing 861 - 870 of 6727 results for "Benchmark"

Hedge funds record best month since GFC

KANIKA SOOD  |  THURSDAY, 4 JUN 2020
... 2009, but still have a long way to go before they can pare back March quarter losses. Preqin's All-Strategies Hedge Fund benchmark returned 5.82% in April as most stock markets rebounded in the month, making it the highest one-month return since May ...

Magellan launches listed active ETF fund

ALLY SELBY  |  THURSDAY, 4 JUN 2020
... compared to the S&P/ASX 200 three-month return of -20.32%. It has returned -3.42% in the past year, compared to the benchmark's -9.06%. The fund has a management and administration fee of 0.78% per annum.

Plato fund to shutter

KANIKA SOOD  |  TUESDAY, 2 JUN 2020
... 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 end. However, performance for shorter time frames (five years, three years and one year to April end) ...

Impact investing set to skyrocket: Research

ALLY SELBY  |  TUESDAY, 2 JUN 2020
Australia's appetite for impact investing is set to skyrocket over the coming years, with new research predicting the market will reach $100 billion by 2025. The Benchmarking Impact 2020 report, coming out of the Responsible Investment Association ...

State Street rejigs international equities fund

KANIKA SOOD  |  MONDAY, 1 JUN 2020
... an international equities fund for local investors looking for a climate change and ESG focused portfolio, with a new benchmark. The State Street Climate ESG International builds on a fund launched in 2016, which initially screened out companies involved ...

Industry fund named top employer

HARRISON WORLEY  |  THURSDAY, 28 MAY 2020
... on talent. The super fund placed in the top quartile for all categories, ensuring it performed "over and above" the benchmark for being a Best Employer. So far, the fund is the only Australian organisation to be recognised this year. "We are humbled ...

Sole purpose test poses SMSF rent relief issue

ELIZABETH MCARTHUR  |  TUESDAY, 26 MAY 2020
COVID-19 has seen more than half a million Australians lose their jobs and countless businesses shuttered but for SMSF trustee landlords offering rent relief to those facing financial hardship could mean they fail to meet the sole purpose test. Breaching ...

Fund managers adapt to market pain

KANIKA SOOD  |  THURSDAY, 21 MAY 2020
Aussie equities fund managers steadily improved in performance relative to benchmark from January to March, according to an updated SPIVA Australia Scorecard from S&P. In January, only 21.6% of Australian equities (general category) funds beat the benchmarks ...

Active versus passive: The debate continues

ELIZA BAVIN  |  THURSDAY, 21 MAY 2020
... executive Tim Carver said the market is beginning to understand the issue with large companies sticking tightly to the benchmark. "One of the reasons that passive has had such a run is because the market has realised that so many asset managers are hugging ...

Boutique launches sustainable Aussie equities strategy

KANIKA SOOD  |  TUESDAY, 19 MAY 2020
... as the Martin Currie takes the view that a simple SRI strategy with negative screening alone can have limitations for benchmark-relative strategies. Hence, the new strategy will have some exclusions (companies with child labour breaches, companies manufacturing ...