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Showing 1 - 10 of 12 results for "ASX Australian Fixed Interest"

Sliver of Aussie global equity managers beat index: SPIVA

KARREN VERGARA | TUESDAY, 25 MAR 2025

... rate in the prior year. They boasted an asset-weighted average return of 3.9% p.a. versus the &P/ASX Australian Fixed Interest 0+ Index's 2.9% p.a. "However, more years of strong performance will be needed to change the longer-term statistics, as ...

Global equity, AREIT managers biggest underperformers: S&P Dow Jones

KARREN VERGARA | TUESDAY, 29 OCT 2024

... and three years. Pleasingly for Australian bonds, only 25% of fund managers underperformed the S&P/ASX Australian Fixed interest 0+ Index, and half lagged over a three-year period. Over 10 and 15 years, 75% and 71% underperformed respectively. The results ...

Large-cap equity funds continue underperformance: SPIVA

KARREN VERGARA | FRIDAY, 1 MAR 2024

... managers had an exceptional year as almost three-quarters of Australian bond funds beat the S&P/ASX Australian Fixed Interest 0+ Index. Some 56% and 46% underperformed over the three- and five-year periods respectively. Appearing to turn the corner ...

Active manager performance slumps: SPIVA

KARREN VERGARA | TUESDAY, 29 SEP 2020

... and asset-weighted bases. The majority (73%) of bond fund managers however, did not beat the S&P/ASX Australian Fixed Interest 0+ Index. A-REITs lost about 22% in the six months to June, while the S&P/ASX 200 A-REIT suffered a loss of 21.29%. Nearly ...

Mid and small-caps outperform in 2019

ALLY SELBY | TUESDAY, 3 MAR 2020

... equity funds underperformed their benchmark. Bond funds also underperformed their benchmark (the S&P/ASX Australian Fixed Interest 0+ Index) in 2019; gaining 6.4% and 6.5% on an equal and asset weighted basis, in comparison with the benchmark's 7.2%. ...

SPIVA again scores active versus passive debate

ALEX BURKE | WEDNESDAY, 27 SEP 2017

... Developed Ex-Australia LargeMidCap Index. In bonds, 66% and 64% of funds underperformed the S&P/ASX Australian Fixed Interest 0+ Index on an absolute and risk-adjusted basis. A-REIT funds performed much better on average, with 88% of funds outperforming ...

Majority of active managers underperforming: S&P

ALEX BURKE | THURSDAY, 6 OCT 2016

... 91.89% over five years. Bond funds didn't fare much better, with 89.47% underperforming the S&P/ASX Australian Fixed Interest 0+ Index over one year, 92.16% over three years and 88.68% over five. Finally, 87.5% of Australian equity A-REIT funds underperformed ...

SPIVA report paints sad picture for active management

ALEX BURKE | WEDNESDAY, 13 APR 2016

... outperformed the S&P/ASX 200 A-REIT, and 87% of Australian bond managers underperformed the S&P/ASX Australian Fixed Interest 0+ Index. Commenting impartially on the new data, the report said: "There is nothing novel about the index versus active debate. ...

SPIVA report shows most active managers beaten by index again

MARK SMITH | FRIDAY, 2 OCT 2015

... Australian bond fund outperformed its benchmark over a one-year period and only 13.73% beat the S&P/ASX Australian Fixed Interest Index over five years. A-REIT funds also fared badly with 92.75% failing over the last 12 months and 81.01% underperforming ...

Active managed fund returns worsen against indices

MARK SMITH | THURSDAY, 9 APR 2015

... relative performances, with more than 90% of funds underperforming the S&P/ASX 200 A-REIT and the S&P/ASX Australian Fixed Interest Index. Even for Australian small-cap equity funds, which performed comparatively well in the last Scorecard, the results ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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