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Showing 1 - 10 of 314 results for "Accumulation Index"

Kaplan winds up pooled super trust

KARREN VERGARA  |  MONDAY, 31 AUG 2026
... 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 ...

J.P. Morgan launches active Aussie equity ETF

MATTHEW WAI  |  FRIDAY, 14 AUG 2026
... 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 ...

Nomura AM shuffles global listed real estate team

KARREN VERGARA  |  FRIDAY, 7 AUG 2026
... 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.

WAM returns 9.5%, increases dividend

RIDDHIMA TALWANI  |  TUESDAY, 4 AUG 2026
... 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 ...

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. ...
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