Search Results | Showing 1 - 10 of 292 results for "Accumulation Index" |
| | ... 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. ... |
| | | ... Trustees has been selected as the responsible entity for the fund. The fund is benchmarked against the S&P/ASX 300 Accumulation Index for the Australian equity units and the MSCI AC World Index for global equity units. "Future Generation Women is an ... |
| | | ... benchmark. Since inception, it has returned 7.9% per annum while its benchmark, the S&P/ASX Small Ordinaries Accumulation Index, returned 8.36%. The Flinders Emerging Companies Fund invested in Australian small caps and pledged to achieve a 3% outperformance ... |
| | | ... has returned more than 26% p.a. recently and has $1.45 billion in AUM. The fund aims to beat the S&P/ASX-200 Accumulation Index before fees and expenses over the long term. It takes both long positions and short positions in Australian shares, using ... |
| | | ... steady growth in the first six months of calendar 2024 with a 4.2% increase in the value of the ASX/S&P 200 Accumulation Index, giving an annual growth rate of 11.8% increase from 1 July 2023 to 30 June 2024," Huang said. "The half year to 30 June 2024 ... |
| | | ... past 20 years, we have delivered total shareholder return of 11.7% per annum, outperforming the All Ordinaries Accumulation Index by 3%. "Soul Patts continued to increase dividends since 2000 at a CA GR of 9.6%. This long-term outperformance along with ... |
| | | ... Leaders portfolio, which returned just 2.8% in the 2024 financial year versus a 12.1% rally by the S&P/ASX 200 Accumulation Index. Haupt blamed the underperformance on positions in Star Entertainment and troubled glass bottles and cans maker Orora. Haupt ... |
| | | ... Information. It aimed to earn an after-fee return in excess of its benchmarks that included the S&P/ASX 200 Accumulation Index and Bloomberg AusBond Composite 0+ Yr Index over rolling three-year periods. The fund launched on 30 May 2014. The Martin Currie ... |
| | | ... 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 ... |
| | | ... million. Over three years, the NovaPort Microcap Fund outperformed its benchmark, the S&P/ASX Small Ordinaries Accumulation Index, delivering 1.71% against the index's 0.02%. Meanwhile, the Smaller Companies Fund delivered 2.43% against the same benchmark. ... |
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