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Showing 891 - 900 of 1072 results for "Separately"

Purvis attracts SMA mandate with new venture

MICHAEL HOBBS  |  THURSDAY, 13 MAY 2010
... and multi-manager model portfolios. The firm provides expertise to financial planners using implemented portfolios on separately managed account (SMA) platforms. OneVue selected Proactive Portfolios as the manager of its three additional portfolios ...

Budget underwhelms planning groups

MICHAEL HOBBS  |  WEDNESDAY, 12 MAY 2010
... anyway." Regarding superannuation, the government announced it would increase the super guarantee to 12 per cent and, separately, would contribute up to $500 to offset contributions tax for Australians earning up to $37,000 from July 2012. The government ...

Hyperion Aus Growth Companies eyes ASX300

MEDIA RELEASE  |  WEDNESDAY, 12 MAY 2010
... Hyperion changed the composition of the fund from Broad Cap to ASX 300. Last year, van Eyk had already rated Hyperion's separately managed account (SMA) portfolio, which is based on the fund's ASX 300 strategy, with the high A* rating. "Our unit trust ...

Aurora wins $190m Optimix mandate

MICHELLE BALTAZAR  |  TUESDAY, 11 MAY 2010
... strategy that enables investors to make money around earnings results announcements. The funds will be invested in a separately managed account (SMA) using the Aurora Sandringham Global Shares Fund strategy, which focuses on generating alpha from the ...

Cooper wants collectables banned from SMSFs

MICHAEL HOBBS  |  THURSDAY, 29 APR 2010
... legitimate concession and many small businesses and SMSFs operate business real property very effectively," she said. Separately, the report said the existing penalty regime limits the ATO's ability to regulate effectively and believes the Office should ...

OC Funds Management buys MA firm

PRESS RELEASE  |  FRIDAY, 23 APR 2010
... Management can expand its investment suite beyond four equity funds to include individual managed accounts (IMA) and separately managed accounts (SMA). In addition, the deal significantly increases the firm's funds under management (FUM). Patriot employees ...

OneVue and BGL to white label UMA

MICHAEL HOBBS  |  TUESDAY, 13 APR 2010
... (SMSF) formation and generating daily reports for clients. UMA Select includes an investment menu that integrates a separately managed account (SMA) within a complete solution. "Portal by BGL, Simple Fund and OneVue's transaction and administration system ...

BlackRock SMA tops $500m

COMPANY RELEASE  |  WEDNESDAY, 7 APR 2010
... statements in under five years in operation. Scott Phillips, BlackRock's director and head of retail at BlackRock said the separately managed account service now has over 4,500 accounts. It has also expanded to over 80 investment models available across ...

Perpetual tops S&P review

COMPANY RELEASE  |  THURSDAY, 1 APR 2010
... as part of S&P's 2010 Australian Equities Large-Cap sector review, which comprises 116 headline funds, including 14 separately managed accounts (SMAs).

Navigator tops best platform list

RUTH LIEW  |  MONDAY, 29 MAR 2010
... last year, was deemed the best performer following a series of enhancements, including the launch of an integrated separately managed account offering for super and non-super investments, increased equity product range, and improved integrated risk capabilities. ...