Search Results | Showing 1 - 10 of 314 results for "Accumulation Index" |
| | | ... listed Australian and, at times, in New Zealand-listed securities. It was benchmarked against the S&P/ASX 200 Accumulation Index and aimed to achieve at least 3% per annum above inflation as over each rolling three-year period. The PST terminated on ... |
| | | | ... Rio Tinto and Telstra. It charges a management fee of 0.25% per annum and aims to outperform the S&P/ASX 300 Accumulation Index Gross in AUD. It is distributed every quarter. Perpetual Trust Services is serving as the responsible entity for the ETF and ... |
| | | | ... under management. It aims to provide total returns after costs and before tax above the S&P/ASX 200 A-REIT Accumulation Index on a rolling 12-month basis. |
| | | | ... 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, with the fully franked final ... |
| | | | ... 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. ... |
| | | | ... 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 ... |
| | | | ... companies outside the ASX 100. The actively managed strategy aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium- to long-term, focusing on quality companies. The launch follows the addition of Tim Johnston, James Nguyen ... |
| | | | ... primarily from the S&P/ASX 200 Index, to deliver risk-controlled outperformance of its benchmark, the S&P/ASX 200 Accumulation Index, over the long term. Since inception on 31 January 2018, the fund has generated a net return of 9.22% p.a., compared ... |
| | | | ... has returned 3.2% over the past 12 months as at March 31, which underperformed the S&P/ASX Small Ordinaries Accumulation Index (13.7%) by over 10%. However, over a decade horizon the fund returned 8.5% per annum (after fees), outperforming the index ... |
| | | | ... 18.6% over the past year "which compares favourably to a blended S&P/ASX Mid-cap 50 & S&P/ASX Small Ordinaries Accumulation Index which has returned 8.7% over the same period." Over three and five years it slightly underperformed the same blended index. ... |
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