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Showing 1 - 10 of 107 results for "Annual returns"

Canopy Investors shuts doors, winds up fund

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
... Kris Webster and Michael Poulsen. The Canopy Global Small & Mid Cap Fund aimed to deliver investors double-digit annual returns over rolling five-year periods, while minimising the risk of permanent capital loss. Bennelong chief executive John Burke ...

REI Super names investment chief

ELIZABETH FRY  |  THURSDAY, 4 DEC 2025
... infrastructure and healthcare property. "Pleasingly, this strategy is delivering real returns for our members with annual returns for the financial year ended 30 June 2024 of 10.34% for balanced and 14.2% for growth plus," he said. "This appointment ...

Tyndall AM boosts small cap team

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
... Aware Super, Phillips spent seven years at Perpetual. The Tyndall Australian Small Companies Fund has delivered annual returns of 20.65% since its inception in March 2023, outperforming the S&P/ASX Small Ordinaries Index (14.84% p.a.) by 581 basis points ...

ATO eyes SMSF illegal early access

KARREN VERGARA  |  THURSDAY, 28 AUG 2025
... sightly decreasing from $256.1 million in the prior financial year. Another focus area in 2025-26 is outstanding SMSF annual returns, which has significantly grown. "There is a growing number of SMSFs falling behind in their lodgment obligations, and ...

ASIC freezes assets of First Mutual Private Equity

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
... last year. This includes the Andromeda Fund and Aurora Fund, which apparently commenced in 2024, and had reported annual returns of 17.5% and 20.8%, respectively. Other than the Andromeda Fund, FMPE said all other funds have returned well above 19.0% ...

ASIC bans investment scammer

KARREN VERGARA  |  WEDNESDAY, 23 JUL 2025
... that Beresford established Maxwell Financial Services in 2019 and offered investors financial products with high annual returns. However, its website stated its representatives held an AFSL and it was associated with ASIC and APRA, when it did not. Beresford ...

HESTA returns 10.18% to members

ELIZA BAVIN  |  THURSDAY, 3 JUL 2025
... and prudent management of market volatility for the result. The outcome represents the third consecutive year of annual returns above 9% for the MySuper Balanced Growth option. Over 10 years to 30 June 2025, the fund's default investment option - ...

Ascent Investment mastermind cops 33 criminal charges

KARREN VERGARA  |  MONDAY, 12 MAY 2025
... Act 2001, amounting to about $2.5 million of investor money. Another five counts relate to falsifying books and annual returns under section 1307 of the Corporations Act 2001. In 2021, ASIC sought freezing orders against Dunjey, alleging at the time ...

Cbus recruits lead for new core equities portfolio

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... five-year investment strategy," he added. Gavin said the strength of this approach is reflected in Cbus' long-term annual returns of 7.8% over the 10 years to 31 December 2024. Separately, Cbus is on the hunt for a ESG lead following the departure ...

Rest appoints first-ever chief of staff

ANDREW MCKEAN  |  FRIDAY, 24 JAN 2025
... strong performance of listed share markets, particularly international equites. Its default option has delivered annual returns of 8.34% since it began in July 1988.
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