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Showing 1 - 10 of 30 results for "ASX All Ordinaries"

WAM returns 9.5%, increases dividend

RIDDHIMA TALWANI  |  TUESDAY, 4 AUG 2026
... Management (WAM) ASX-listed portfolio WAM Strategic Value returned 9.5% in the financial year, outperforming the S&P/ASX All Ordinaries Accumulation Index by 3.8%. The board declared an increased fully franked full year dividend of 6.5 cents per share ...

WAM active strategy delivers 75.5%

MATTHEW WAI  |  TUESDAY, 14 JUL 2026
... performance in the 12 months to 30 June 2026. Outperforming the Bloomberg AusBond Bank Bill Index (Cash) and the S&P/ASX All Ordinaries Accumulation Index by 71.6% and 69.8%, respectively, the performance was listed as the "strongest" year since the ...

Future Generation returns top 20%

VINNY VUCAGO  |  WEDNESDAY, 8 JUL 2026
... vulnerable children." Since inception, the portfolio has delivered annualised returns of 9.1%, outperforming the S&P/ASX All Ordinaries Accumulation Index by 0.9%, per annum, while doing so with less volatility than the broader market. Future Generation ...

Netwealth reports $4bn net inflows

ELIZA BAVIN  |  THURSDAY, 16 APR 2026
... of 20.9% on the prior corresponding period. "The March 2026 quarter saw heightened market activity, with the ASX All Ordinaries index falling 3.7% over the period, contributing to a 3% reduction in FUA from market movements," Netwealth said. Total custodial ...

WAM delivers standout 41% return in 2025

RIDDHIMA TALWANI  |  WEDNESDAY, 7 JAN 2026
... portfolio delivered significant performance in 2025, returning 41.4% for its investors, outperforming the S&P/ASX All Ordinaries Accumulation Index by 30.8% in the period. The exceptional returns enabled it to increase its interim dividend to 3.2 cents ...

Future Generation delivers 10.8%, increases dividend

ELIZA BAVIN  |  THURSDAY, 24 JUL 2025
... offer the greatest potential for long-term outperformance. "Over the past 12 months to 30 June 2025 the S&P/ASX All Ordinaries Accumulation Index outperformed the S&P/ASX Small Ordinaries Accumulation Index by 0.9%, largely due to the concentrated performance ...

Wilson Asset Management launches Founders Fund

ANDREW MCKEAN  |  TUESDAY, 4 FEB 2025
... strategy, show that founder-led companies have returned 21.6% per annum over seven years, outperforming the S&P/ASX All Ordinaries Accumulation Index (9.2%). The documents said the fund will invest in "exceptional founder-led businesses," predominantly ...

WAM Active returns 30%, beats indices

KARREN VERGARA  |  WEDNESDAY, 28 AUG 2024
... p.a. to unitholders, trumping its benchmarks in the last financial year. WAA beat its reference indices S&P/ASX All Ordinaries Accumulation Index by 13.3% and the Bloomberg AusBond Bank Bill Index (Cash) by 21.4%. A large portion of the portfolio is ...

Forager schedules LIT delisting

KARREN VERGARA  |  MONDAY, 8 APR 2024
... LinkedIn where he mulled over "what the perfect future structure looks like". FOR aimed to outperform the S&P/ASX All Ordinaries Accumulation Index over a rolling five-year period with a concentrated portfolio of ASX-listed stocks. It returned 19.76% ...

Perpetual profits plummet

ALLY SELBY  |  THURSDAY, 20 AUG 2020
... impacted due to COVID-19 effects and net outflows from Perpetual Investments," he said. The 10% fall in the S&P/ASX All Ordinaries compared to FY19 had a direct impact on the group's revenues generated by FUM in Perpetual Investments and funds under ...
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