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Showing 971 - 980 of 10160 results for "Index"

Swell AM launches retail trust

ELIZABETH MCARTHUR  |  TUESDAY, 14 SEP 2021
... July 31, the Swell Global Portfolio delivered an annualised return of 20.67%. It outperformed its benchmark, MSCI World Index, by 5.6%. The Swell Global Portfolio was only accessible to wholesale investors, but the new trust will see this strategy available ...

Adviser ETF take-up continues

KARREN VERGARA  |  MONDAY, 13 SEP 2021
... client portfolios, up from 87% in 2020. Over half (56%) use smart-beta ETFs, otherwise known as strategies that track an index, to replace for actively managed products. Almost all the respondents (99%) said that they are satisfied with their smart-beta ...

ASIC urged to act on common ownership

KARREN VERGARA  |  FRIDAY, 10 SEP 2021
... on common ownership, [ASIC] is making the same mistake," he said. "[Common ownership] might be a critical issue when the index funds have 5% each of the stock market, but it could be a very big issue when they've got 10% or 20%." New research from ...

ASX eyes a bigger slice of fixed income active ETFs

KANIKA SOOD  |  THURSDAY, 9 SEP 2021
... into effect on September 22, will allow fixed income managers with holdings in fixed income securities that sit outside an index to be considered for listing on the ASX as an ETF. As an example, fixed income funds with holdings in asset-backed securities ...

MSCI reclassifies Pakistan to frontier market

KANIKA SOOD  |  WEDNESDAY, 8 SEP 2021
The index provider will reclassify Pakistan from emerging to frontier, on the back of size and liquidity. MSCI will implement the change in a single step in November, alongside its semi-annual index review (SAIR). "Although the Pakistani equity market ...

Gauging the Future Fund's MySuper potential

JAMIE WILLIAMSON  |  MONDAY, 6 SEP 2021
As calls for the Future Fund to become Australia's default superannuation manager are renewed, Rainmaker Information has run the numbers on what that might look like. Speculation over whether the sovereign wealth fund should be charged with managing ...

MySuper continues stellar performance

KARREN VERGARA  |  FRIDAY, 3 SEP 2021
... MySuper products continue to deliver returns averaging 20% at the end of July, Rainmaker analysis shows. Rainmaker's MySuper Index returned 19.2% in the year to July 2021, surpassing June's rolling one-year return by 40 basis points. This makes July ...

HGL relaunches fund to wholesale investors

KARREN VERGARA  |  THURSDAY, 2 SEP 2021
... of 15% per annum before fees and consistently outperformed the Australian equity market and ASX Small Ords Accumulation index. In the year to 30 June 2021, it returned 38% (after all fees), beating the ASX200 by 15%. The fund, which has about $13 million ...

APRA leaves door open for benchmark tweaks

KANIKA SOOD  |  WEDNESDAY, 1 SEP 2021
... cited the indices for unlisted assets, which drew censure from many superannuation funds and their consultants. "We know it [index for unlisted assets] is not perfect," she said. "When we put out our heatmap, we used listed indices because we couldn't ...

Rest streamlines asset classes

JAMIE WILLIAMSON  |  TUESDAY, 31 AUG 2021
In a move to better align itself to the Your Future, Your Super benchmarks, the $62 billion industry superannuation fund is changing the way it categorises its investment options, shifting from 11 asset classes to seven 'mega asset classes'. ...