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Showing 1 - 10 of 91 results for "Australian Shares Fund"

Australian Ethical adds trader and BDM

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... investors while investing in line with the company's 39-year-old Ethical Charter. The firm's flagship Australian Shares Fund, which recently celebrated its 30th anniversary, delivered a 12.5% return since inception, outperforming the S&P/ASX ...

Macquarie Wrap removes dozens of funds

JAMIE WILLIAMSON  |  WEDNESDAY, 1 OCT 2025
... Fund, Bennelong Australian Equities Fund, VanEck Global Listed Private Credit (Aud Hedged) ETF, Forager Australian Shares Fund, Perennial Better Future Trust and the MA Credit Income Trust. Earlier in September, Macquarie closed off the Metrics Direct ...

Australian equity fund manager in a league of its own: Mercer survey

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
... over the year to March, according to Mercer's most recent investment survey. The Forager Funds Management Australian Shares Fund returned 21.7% before fees, outperforming all 123 investment products in Mercer's Australian shares category, and crushing ...

Vanguard rejigs Ethically Conscious options

KARREN VERGARA  |  TUESDAY, 11 MAR 2025
... investor-decision making and maintain the stated long-term investment objectives of the Vanguard Ethically Conscious Australian Shares Fund and Vanguard Ethically Conscious International Shares Index Funds." Additionally, an update to the Bloomberg MSCI ...

Betashares captures most net flows in managed funds industry

ANDREW MCKEAN  |  TUESDAY, 18 JUN 2024
... $1.3 billion, respectively. The remaining top 10 products for net inflows were the Macquarie True Index Australian Shares Fund, MCP Wholesale Investments Trust, iShares Core S&P/ASX 200 ETF, Macquarie Enhanced AFI Fund, VanEck MSCI International Quality ...

LIT delisting simplifies Forager: CIO

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... to simplify the business. Chief investment officer Steve Johnson wrote to investors that if the Forager Australian Shares Fund (FOR) is delisted, the fund manager will go back to running "two simple open-ended funds with the same Responsible Entity and ...

Forager schedules LIT delisting

KARREN VERGARA  |  MONDAY, 8 APR 2024
The Forager Australian Shares Fund (FOR) is set to delist from the ASX after facing continuous limited liquidity issues and persistently trading below its net asset value. The listed investment trust (LIT) is set to delist on June 14, with trades suspending ...

Hyperion leads as top Australian shares fund manager: Mercer

ANDREW MCKEAN  |  WEDNESDAY, 31 JAN 2024
In its latest investment survey, Mercer identified the Hyperion Australian Growth Fund as the leading fund manager in the Australian shares category. The fund achieved a return of 25.1% return over the year ending December 2023. Following closely was ...

Magellan mulls converting closed-end fund

KARREN VERGARA  |  TUESDAY, 17 OCT 2023
... MSCI World Net Total Return Index achieved 10.1%. MGF shares the same upheavals with the embattled Forager Australian Shares Fund (FOR), which is at risk of delisting as it struggles to close the 15% valuation gap over the last four years. MGF is set ...

Forager to delist Aussie LIT

KARREN VERGARA  |  MONDAY, 16 OCT 2023
... Australian-listed investment trust as it continues to trade at a 15% discount to its net asset value. The Forager Australian Shares Fund (FOR) has struggled to close the 15% valuation gap over the last four years, while efforts such as introducing a ...
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