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Showing 81 - 90 of 198 results for "Unhedged"

Montgomery funds rated by Zenith

JAMIE WILLIAMSON  |  FRIDAY, 16 DEC 2016
... Review. Zenith noted in its rating report the Montgomery Global Fund provides investors with a concentrated, currency unhedged, high conviction exposure to global equities; while the Montaka Global Access Fund is equipped to preserve capital through ...

Global equities fund becomes 'Recommended'

DARREN SNYDER  |  THURSDAY, 1 DEC 2016
... that rates in the first quartile on most of Zenith's assessment criteria. The Fund provides a style neutral, currency unhedged and benchmark unaware exposure to the international equities market. Zenith holds a positive view on the sub-investment manager ...

Listed infrastructure has winners and losers

DARREN SNYDER  |  THURSDAY, 24 NOV 2016
... was a return range of more than 20 percentage points between the best and worst performers within both the hedged and unhedged groups. For hedged listed infrastructure funds, the average return over one year was 2%, with a maximum return of 14.1% and ...

Retail funds trailing NFPs

ALEX BURKE  |  MONDAY, 10 OCT 2016
... 6.2%. International equities only contributed 1.1%, which the report said "means funds with relatively high exposure to unhedged international equities or cash underperformed... Similarly, funds with relatively larger holdings in Australian equities ...

Global infrastructure outperforming equities and property

DARREN SNYDER  |  WEDNESDAY, 24 AUG 2016
... asset classes and recovered quicker. Since inception in 2012, the Maple-Brown Abbott Global Listed Infrastructure Fund (unhedged) has outperformed its benchmark by 16.7% on an annualised basis. The strategy now has more than $1 billion of assets under ...

Austock expands investment menu

MARK SMITH  |  THURSDAY, 18 AUG 2016
... of the Vanguard Diversified Conservative Index, Vanguard Diversified Growth Index and Vanguard International Shares (Unhedged) Index mean Austock investors now have the choice of seven Vanguard index funds. The additions bring the total number of investment ...

Maple-Brown Abbott fund gets ratings tick

DARREN SNYDER  |  WEDNESDAY, 10 AUG 2016
... SQM Research as well as a retained 'Recommended' from Lonsec. The ratings were awarded to both the currency hedged and unhedged versions of the GLI Fund. Ironbark Asset Management head of distribution, Alex Donald, said this response is testament to ...

Colonial First State adds global equity capability

ALEX BURKE  |  TUESDAY, 9 AUG 2016
... emerging and frontier equity markets. It uses the same investment insight as T. Rowe Price's Global Equity Fund (Hedged and Unhedged) and Asia ex-Japan Fund, which are currently available to Australian retail investors. It has raised over $1.6 billion ...

Magellan launches third ASX-quoted active fund

MARK SMITH  |  TUESDAY, 19 JUL 2016
... exchange-quoted managed fund (EQMF) is the third of its kind listed by Magellan, following in the footsteps of currency hedged and unhedged versions of the popular global equities strategy run by chief executive Hamish Douglass. The firm's EQMFs have ...

ANZ ETFS readies Eurozone ETF

MARK SMITH  |  THURSDAY, 7 JUL 2016
ANZ ETFS will later this month launch an exchange traded fund which provides unhedged exposure to leading companies in the Eurozone. The ANZ ETFS Euro Stoxx 50 ETF, which will have the ASX ticker code ESTX, will track the Eurozone's largest and most ...