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Showing 1 - 10 of 292 results for "Accumulation Index"

Wilson Asset Management launches Founders Fund

ANDREW MCKEAN  |  TUESDAY, 4 FEB 2025
... 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. ...

New investment fund to drive gender equality

MATTHEW WAI  |  THURSDAY, 5 DEC 2024
... 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 ...

Warakirri terminates Flinders fund

MATTHEW WAI  |  THURSDAY, 31 OCT 2024
... 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 ...

High-profile Tribeca manager sets up shop

KARREN VERGARA  |  MONDAY, 14 OCT 2024
... 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 ...

Managed account FUM passes $200bn

MATTHEW WAI  |  WEDNESDAY, 9 OCT 2024
... 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 ...

Soul Patts sees profits slide 28%

ELIZA BAVIN  |  THURSDAY, 26 SEP 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 ...

WAM tells investors it 'got the call wrong'

ELIZA BAVIN  |  TUESDAY, 17 SEP 2024
... 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 ...

End of the road for three Franklin Templeton funds

KARREN VERGARA  |  TUESDAY, 3 SEP 2024
... 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 ...

WAM Active returns 30%, beats indices

KARREN VERGARA  |  WEDNESDAY, 28 AUG 2024
... 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 ...

NovaPort Capital team calls it a day

JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2024
... 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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