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Showing 1 - 10 of 12 results for "ASX All Ordinaries Accumulation Index"

WAM active strategy delivers 75.5%

MATTHEW WAI  |  TUESDAY, 14 JUL 2026
... 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 inception of the LIC in 2008. ...

Future Generation returns top 20%

VINNY VUCAGO  |  WEDNESDAY, 8 JUL 2026
... 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 chief investment officer ...

WAM delivers standout 41% return in 2025

RIDDHIMA TALWANI  |  WEDNESDAY, 7 JAN 2026
... 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 per share and provide ...

Future Generation delivers 10.8%, increases dividend

ELIZA BAVIN  |  THURSDAY, 24 JUL 2025
... 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 of a few ...

Wilson Asset Management launches Founders Fund

ANDREW MCKEAN  |  TUESDAY, 4 FEB 2025
... 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 listed on the ASX. ...

WAM Active returns 30%, beats indices

KARREN VERGARA  |  WEDNESDAY, 28 AUG 2024
... 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 invested ...

Forager schedules LIT delisting

KARREN VERGARA  |  MONDAY, 8 APR 2024
... 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% in the year to March ...

WAM LIC appoints director

KARREN VERGARA  |  THURSDAY, 8 MAR 2018
... Geoff Wilson said the investment portfolio outperformed the cash rate by 10.3% and the S&P/ASX All Ordinaries Accumulation Index by 1.9%. "Our highly active market-driven investment process saw the equity portion of the investment portfolio turn over ...

LIC helped by high gold and cash exposure

DARREN SNYDER  |  THURSDAY, 25 AUG 2016
... chairman Paul Jensen said the portfolio significantly outperformed both the MSCI World and the ASX All Ordinaries Accumulation Index and the outstanding result was built on prior years' strong investment performance. "The company has continued to make ...

WAM finds returns in growth companies

DARREN SNYDER  |  MONDAY, 25 JUL 2016
... to the ASX, WAM Capital chairman Geoff Wilson said the company had outperformed the S&P/ASX All Ordinaries Accumulation Index by 19.6% during a volatile year for the Australian equity market. "It demonstrates the strength of our investment process, which ...
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