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Showing 81 - 90 of 274 results for "Investment Mandate"

Perennial cuts fees for defensive LIC, revises investment strategy

ALEX BURKE  |  TUESDAY, 22 MAY 2018
... Equities LIC will be cut from 0.98% to 0.8%. This follows the LIC's board announcing that historically the investment mandate has included the carrying a level of protection "sufficient to reduce the magnitude of negative returns during sharp equity ...

ANU to recalibrate divestment policy

ALEX DUNNIN  |  FRIDAY, 27 APR 2018
Australian National University's long-term investment pool, after mixed performance outcomes from its socially responsible investment strategy, is looking to recalibrate with a series of global mandate appointments. The now $1.3 billion investment pool ...

Top industry fund bets on DNA sequencing

KANIKA SOOD  |  WEDNESDAY, 21 MAR 2018
... IP Group is a London Stock Exchange listed company that entered Australia last year. It has a $50 million co-investment mandate with Hostplus. The investment is a part of Hostplus's commitment to pour $550 million into innovation in biomed, fintech ...

La Trobe marches credit fund beyond $2bn

DARREN SNYDER  |  FRIDAY, 16 FEB 2018
Self-managed superannuation fund members have driven the La Trobe Financial Credit Fund to more than $2 billion in funds under management, tripling its size in three years. The fund, which sits on more than 10 platforms and 200 approved product lists ...

La Trobe Financial appoints client partnerships manager

ALEX BURKE  |  MONDAY, 5 FEB 2018
Following on from its acquisition by Blackstone, La Trobe Financial has appointed a new senior manager of client partnerships. Mark Simmons joins La Trobe Financial from Choice Home Loans, where he was a business development manager. Before that, he ...

Aberdeen LIC internalises management

ALEX BURKE  |  THURSDAY, 25 JAN 2018
... Leaders Fund Limited and change its ticker code to CLF. In an enclosed letter, Sokulsky explained that the investment mandate for ALR/CLF will not change, "with the focus being on the largest 200 companies listed on the ASX, overall capital growth and ...

US investment giant buys La Trobe Financial

JAMIE WILLIAMSON  |  MONDAY, 18 DEC 2017
Melbourne-based La Trobe Financial, one of the largest non-bank lenders in the country, struck a landmark deal with New York-based private equity giant Blackstone. In a deal announced this morning, Blackstone has taken an 80% stake in the privately-owned ...

Mainstream renews boutique fund administration mandate

EMMA RAPAPORT  |  FRIDAY, 10 NOV 2017
Global fund administrator Mainstream Fund Services has renewed one of its long-standing mandates, allowing the firm to deliver fund administration services to an Australian boutique manager. Following a comprehensive review of operations, Mainstream ...

Perennial LIC extends investment mandate

ALEX BURKE  |  FRIDAY, 10 NOV 2017
A Perennial-managed listed investment company specialising in managing downside risk in Australian equities has amended its investment guidelines. Following the board's approval, Wealth Defender Equities (WDE) can now up its allocation to small cap ...

Argo LIC shakes up investment mandate

ALEX BURKE  |  THURSDAY, 29 JUN 2017
... Investments' Argo Global Listed Infrastructure company is seeking shareholder approval to make a key change to its investment mandate. Under the current arrangement, the infrastructure LIC has a possible allocation of up to 20% in fixed income securities ...