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Showing 81 - 90 of 307 results for "Accumulation Index"

Tribeca fund cops another departure, downgraded

KANIKA SOOD  |  WEDNESDAY, 17 APR 2019
... (down 11.2% relative to benchmark over one year), though the strategy is still front running the S&P/ASX 200 Accumulation Index by 2.41% per annum since inception. With $978 million as at March 31, the strategy is almost at capacity which Tribeca estimates ...

Tribeca portfolio manager departs

KANIKA SOOD  |  TUESDAY, 9 APR 2019
... to co-portfolio manager in June last year. The long-short equities strategy has outperformed the S&P/ASX 200 Accumulation Index by 2.41% per annum since its inception. "Sean has played an integral role in the growth and success of Tribeca over the last ...

Curtain call for JCP Investment Partners

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2019
... composite investment performance delivered an annualised return of 9.7%, compared with 8.5% on the S&P/ASX300 Accumulation Index. "We have always seen ourselves as an extension of our clients' own investment capabilities; not only managing their funds ...

New fund to invest in low-carbon Aussie stocks

KANIKA SOOD  |  FRIDAY, 1 MAR 2019
... and fossil fuel companies. The Russell Investments Low Carbon Australian Shares Fund will use the S&P/ASX 300 Accumulation Index as a starting point. It then applies a rules-based approach to tilt the portfolio away from companies that have high exposure ...

Ausbil launches dividend income fund

KANIKA SOOD  |  WEDNESDAY, 20 FEB 2019
The $11 billion equities manager has launched a fund that will invest in S&P/ASX 200 companies with the aim of paying monthly distributions. The Ausbil Active Dividend Income fund will generate dividend income through cyclical opportunities, earning ...

Rest launches low-cost indexed options

KARREN VERGARA  |  FRIDAY, 25 JAN 2019
... cash (5%). It aims to perform in line with the benchmarks' returns (before tax) which are: the S&P/ASX300 Accumulation Index, MSCI World ex-Australia ex-Tobacco Net Dividends Reinvested Index, Bloomberg AusBond Composite 0+ Years Index, Citigroup ...

BNP Paribas Securities Services names APAC lead

KARREN VERGARA  |  MONDAY, 21 JAN 2019
... Management launched a new benchmark-insensitive Australian equities trust. It aims to beat the S&P/ASX 300 accumulation index by 6% per annum, over rolling five-year periods, with JCP Investment Partners appointed as investment manager. "In partnering ...

Portfolio implementation delays costing investors

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
... showed that implementing the changes with no delay resulted in an excess return of 1.3% about the S&P/ASX 200 Accumulation Index benchmark to March 2018. In comparison, a six-month delay would return an excess of 0.2%. If there were a delay of 12 months ...

UniSuper awards small caps mandate

KANIKA SOOD  |  TUESDAY, 11 DEC 2018
... returned 17.2% per annum since its April 2017 inception. This is 8.5% over its benchmark S&P/ASX Small Ordinaries Accumulation Index's 8.72% p.a. return. Earlier this year, the boutique added a microcap strategy. This has lost 4.54% since its 31 January ...

Merger to create $885m LIC

KARREN VERGARA  |  WEDNESDAY, 14 NOV 2018
... benchmark by 2.2%. WLE, which has a similar mandate, invests in large-cap Australian companies in the S&P/ASX 200 Accumulation Index. Matthew Haupt is the lead portfolio manager. Chris Stott was CYA's chief investment officer and portfolio manager. ...