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Showing 71 - 80 of 311 results for "Unit trust"

Managed funds industry records $16bn net flows

ANDREW MCKEAN  |  TUESDAY, 27 SEP 2022
... ETF with $2.4 billion for an increase of 27%. Dyall noted that this was five times the size of net inflows into the unit trust version of this product, the Vanguard Australian Shares Index Fund, which had inflows of $471 million. "That fund is $15.9 ...

Dixon Advisory pays $7m for poor advice

JAMIE WILLIAMSON  |  TUESDAY, 20 SEP 2022
... Residential Property Fund and URF-related products. The conduct took place between October 2015 and May 2019. The URF is a unit trust and a registered managed investment scheme that sought to take advantage of the significant drop in house prices in ...

SMSFA calls for budget amendments

CASSANDRA BALDINI  |  WEDNESDAY, 7 SEP 2022
... the association recommended providing practical regulatory and compliance relief for minor breaches of the non-geared unit trust rules. "Currently remediation is strictly limited to the winding up of the unit trust that can be costly and have a severe ...

Rainmaker unveils managed fund flow winners

ANDREW MCKEAN  |  WEDNESDAY, 17 AUG 2022
Rainmaker Information has published the Wholesale Managed Funds Net Flow report, measuring the growth or decline of wholesale managed funds. Providing market intelligence on the use of wholesale managed funds, both open unlisted unit trusts and ETFs ...

Responsible managed funds outdo markets

ANDREW MCKEAN  |  FRIDAY, 22 JUL 2022
The responsible investment managed funds market in Australia and New Zealand experienced 43.6% annual growth, outperforming the wider market. Plan For Life research said on average, over the past five years, responsible funds grew 22% per annum compared ...

The rise of the hybrid ETP

CASSANDRA BALDINI  |  TUESDAY, 7 JUN 2022
... brokerage costs and the buy/sell spread may be larger than those charged directly by the manager," Dyall said. "The unit trust version may have buy/share spreads that are less than those charged on the exchange and there are no brokerage costs." Dyall ...

Magellan fund loses $1bn in five months

KARREN VERGARA  |  WEDNESDAY, 9 FEB 2022
A Magellan fund has lost nearly $1 billion in the last five months of 2021, an analysis of the exchange-traded product sector reveals. Rainmaker Information's latest ETP Report found that the Magellan Global Fund Open Class lost $737 million in ...

Pinnacle folds boutique

KARREN VERGARA  |  THURSDAY, 3 FEB 2022
... income, foreign exchange, and equities. Reminiscent launched the Asia Macros Master strategy in May 2020 as an Australian unit trust; it was also accessible as a Cayman Islands fund. Pinnacle said closing the affiliate was a "joint decision" and the ...

Global equities ETPs reap benefits of conversion

KARREN VERGARA  |  WEDNESDAY, 12 JAN 2022
Actively managed global equities exchange-traded products have grown significantly off the back of ETPs converting from unlisted unit trusts. In September 2020, total assets of actively managed international equities ETPs were $3.7 billion, representing ...

T. Rowe Price launches two new products

ELIZABETH MCARTHUR  |  THURSDAY, 16 DEC 2021
... announced the launch of the Global Select Equity Strategy via T. Rowe Price's Concentrated Global Equity Australian Unit Trust and the Global Select Equity Separately Managed Account (SMA). The products aim to use the firm's research platform to deliver ...