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Showing 71 - 80 of 207 results for "Australian Equity Fund"

SPIVA again scores active versus passive debate

ALEX BURKE  |  WEDNESDAY, 27 SEP 2017
The widely-used SPIVA scorecard, prepared semi-annually by S&P Dow Jones Indices, once again suggests the majority of Australian active managers underperformed their respective benchmarks over the 12 months to 30 June 2017. Describing itself as the ...

Atlantic Pacific Securities rebrands for wealth focus

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
... Street, Sydney. APSEC Funds Management was established in 2012. Earlier this year the Atlantic Pacific Australian Equity Fund was awarded a five-star rating from Morningstar.

Bennelong launches new fund, hires analyst

JAMIE WILLIAMSON  |  MONDAY, 3 JUL 2017
Bennelong Australian Equity Partners is launching a new fund, recruiting a member of the Ausbil micro-cap team to assist in its management. The new Bennelong Emerging Companies Fund will invest primarily in micro and small capitalisation stocks listed ...

The challenge of finding true active management

ALEX BURKE  |  FRIDAY, 23 JUN 2017
... that is, the extent to which an "active" portfolio is different to the index. In T. Rowe Price's case, its Australian equity fund has an active share of 60% compared to the industry average of 40%. Second, one has to consider capacity issues, given the ...

Auscap added to Macquarie Wrap

KARREN VERGARA  |  FRIDAY, 24 MAR 2017
... the Macquarie Wrap platform across both investment manager and super manager menus. The Auscap Long Short Australian Equity Fund targets absolute risk-adjusted returns, and invests in companies that generate strong cash flows. It became available to ...

Active returns at their worst since 2009

ALEX BURKE  |  WEDNESDAY, 22 FEB 2017
The majority of Australian actively-managed funds in all categories underperformed their respective benchmarks in calendar 2016 - the first time this has happened since 2009. Over the 12 months to December 31, the 2016 S&P Dow Jones Indices Versus Active ...

Australian funds rank well on ESG

MARK SMITH  |  TUESDAY, 4 OCT 2016
Australian equity fund managers tend to rank higher than their global peers when it comes to incorporating environmental, social and governance (ESG) factors in their investment decisions, Lonsec Research has found. According to the researcher's newly ...

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 ...