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Showing 1 - 10 of 59 results for "Australian Bond Fund"

Aussie active equity managers lack persistent outperformance: SPIVA

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
Australian active equity fund managers struggle to persistently outperform in the medium term as those that shone four years ago failed to triumph in 2025, the new SPIVA Australia persistence scorecard reveals. Among the Australian equity funds that ...

MST Financial acquires FIIG Securities' unit, boosts assets

KARREN VERGARA  |  FRIDAY, 14 NOV 2025
... management service to MST Financial for an undisclosed figure. Investment management responsibility of the FIIG Australian Bond Fund and the FIIG Monthly Income Fund were also taken over by MST Financial. Upon finalising the acquisition in June, FIIG ...

Fewer global equity managers underperform: SPIVA

KARREN VERGARA  |  TUESDAY, 9 SEP 2025
Only half of global equity funds are trailing their benchmarks, marking a substantial improvement from the 71% long-run underperformance rate, according the SPIVA Australia Scorecard half-year analysis. Fifty-four percent of global equity general funds ...

Sliver of Aussie global equity managers beat index: SPIVA

KARREN VERGARA  |  TUESDAY, 25 MAR 2025
... small-cap funds, 63% outperformed the benchmark with an asset-weighted average return of 14.5% p.a. Active Australian bond fund managers stole the spotlight with just a 30% underperformance rate in 2024, following a 26% rate in the prior year. They boasted ...

Large-cap equity funds continue underperformance: SPIVA

KARREN VERGARA  |  FRIDAY, 1 MAR 2024
Large-cap active equity fund managers turned in their second-worst year of underperformance as 77% failed to beat their benchmark, the latest SPIVA study shows. Aussie large-cap managers suffered their worst-performing period in 2023 - not since 2018 ...

WAM launches unit trust, names RE

CHLOE WALKER  |  TUESDAY, 24 OCT 2023
... of the month, Equity Trustees was also selected to be the trustee of FIIG Securities' newly launched Australian bond fund. In other news, the fiduciary services provider sold off its Irish business, having reached a deal with its management team. ...

FIIG Securities picks Equity Trustees for new fund

CASSANDRA BALDINI  |  WEDNESDAY, 4 OCT 2023
FIIG Securities has selected Equity Trustees to be the trustee of its newly launched Australian bond fund. Equity Trustees has won the mandate to serve as trustee of the FIIG Australian Bond Fund which provides investors with capital stability and income ...

Morningstar downgrades PIMCO, Vanguard funds

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2023
... Morningstar said it has ceased coverage of the Franklin Templeton Global Aggregate Bond Fund and the FSI Wholesale Australian Bond Fund "owing to either our decreased conviction in the investment merit and/or limited client demand.

Yarra Capital bolsters investment team

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 DEC 2021
... experience in fixed income and works with the team on the strategic direction and portfolio positioning for the Australian Bond Fund strategy. Phil Strano has also been promoted to deputy portfolio manager for Yarra's RMBS and LBO strategies. He ...

Majority of Aussie fund categories underperform: Data

CHLOE WALKER  |  WEDNESDAY, 8 DEC 2021
S&P Dow Jones Indices Australia has today released its Persistence Scorecard Mid-Year 2021, revealing that the majority of Australian fund categories overall showed weak performance persistence in top-performing funds across three- and five-year periods. ...
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