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Showing 71 - 80 of 307 results for "Accumulation Index"

Boutique portfolio manager to retire

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... Zurich Investments. The Celeste Funds Management's fund had outperformed the benchmark S&P/ASX Small Ords Accumulation Index by 6.1% net of fees since inception more than 21 years ago to July this year.

Firetrail fund gets Morningstar rating

KANIKA SOOD  |  THURSDAY, 24 OCT 2019
... Pinnacle's banner. It returned only 0.69% in the year to September end. By comparison, the benchmark S&P/ASX 200 Accumulation Index was up 12.47% during the time. Firetrail accounted for most of Pinnacle's institutional inflows from its 13 affiliates ...

Pinnacle boutique readies investment rejig, fee cut

KANIKA SOOD  |  TUESDAY, 10 SEP 2019
... overseas stock exchanges, as it sees A-REITs get concentrated. Only 10 issuers control 86% of the S&P/ASX300 AREIT Accumulation Index's market cap and almost half of the A-REITs are concentrated in the retail real estate sector, which is experiencing ...

Tribeca Alpha Plus leaks $600m, rebuilds

KANIKA SOOD  |  TUESDAY, 27 AUG 2019
Investors have pulled out more than $600 million from Jun Bei Liu's long/short Aussie equities fund since co-portfolio manager left in April but performance is looking up and there are new hires on the team. The Tribeca Alpha Plus fund was down ...

Managed funds versus the ASX 200

KANIKA SOOD  |  THURSDAY, 22 AUG 2019
Aussie equities managers had a hard time beating the S&P/ASX 200 Accumulation index in the year to June and the underperformance gap has widened significantly over the past four years, according to new Rainmaker research. Just one in 10 wholesale managed ...

Sean Fenton back with Sage Capital

KANIKA SOOD  |  WEDNESDAY, 21 AUG 2019
The well-known fund manager is back with two Aussie equities strategies totaling $3 billion in capacity at his new boutique, after resigning from the Tribeca Alpha Plus fund earlier in the year. Sage Capital, led by former Tribeca portfolio manager ...

Zurich inks exclusive retail distribution deal

KANIKA SOOD  |  TUESDAY, 13 AUG 2019
... Biddle's small caps boutique Celeste Funds Management's fund has outperformed the benchmark S&P/ASX Small Ords Accumulation Index by 6.1% net of fees since inception more than 21 years ago. The boutique has hitherto done its retail distribution ...

Antares portfolio manager departs

KANIKA SOOD  |  THURSDAY, 11 JUL 2019
... leaves after nearly 12 years, and with an impressive track record with the fund outperforming the S&P/ASX 200 Accumulation Index during the trailing three, five, and 10-year periods up to the end of November 2018, Morningstar analyst Andrew Miles said. ...

New Perennial small caps active ETF

KANIKA SOOD  |  FRIDAY, 24 MAY 2019
... plus performance fee of 20% of the fund's net return in excess of the benchmark return of S&P/ASX Small Ords Accumulation Index. "We are seeking to invest in small and mid-cap companies that are making a positive contribution to a sustainable future," ...

Boutique appoints portfolio manager

KANIKA SOOD  |  WEDNESDAY, 8 MAY 2019
A Sydney funds management boutique has appointed a portfolio manager from Investors Mutual, as it sees increased demand from advice practices for equities income solutions. Tomas Vasquez is joining Vertium Asset Management as a portfolio manager and ...