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Showing 1 - 10 of 310 results for "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 ...

Bell Asset Management launches small-caps fund

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... 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 ...

Ausbil broadens wholesale sustainable fund access with ETF

MATTHEW WAI  |  MONDAY, 4 MAY 2026
... 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 ...

Spheria launches active ETF for small caps fund

MATTHEW WAI  |  TUESDAY, 14 APR 2026
... 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 ...

Contact Asset Management terminates sole fund

JAMIE WILLIAMSON  |  WEDNESDAY, 25 MAR 2026
... 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. ...

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 ...

Tyndall Asset Management calls time

KARREN VERGARA  |  TUESDAY, 2 DEC 2025
... flagship wholesale fund has about $230 million in assets under management. It aims to outperform the S&P/ASX 200 Accumulation Index by more than 2.5% p.a. over rolling five-year periods. In the past year, it has returned 12.5%. The small-caps fund has ...

IML debuts income-focused ETF

KARREN VERGARA  |  TUESDAY, 2 SEP 2025
... to provide a dividend yield after fees and expenses and before taxes that exceeds 2% above the S&P/ASX 300 Accumulation Index on a rolling four-year basis. The fund invests in a combination of ASX-listed shares, hybrids, bought and sold options and cash ...

ECP joins Future Generation Women lineup

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
... returned 4.7% since its inception in December last year for Australian equities, well below the S&P/ASX 300 Accumulation Index benchmark (8.9%). Global equities returned slightly better at 6.9% but also underperformed against its benchmark - the MSCI ...
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