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| | | The Australian Securities Exchange (ASX) is bringing to life a new interest rate benchmark next week to accommodate the strong growth in the domestic repo market, alongside the continuous reliance on existing rates for funding, lending, derivatives ... |
| | | | ... 2016, has delivered an annualised return of 9.81% after fees and expenses since inception, compared with 8.53% for its benchmark. The hedged fund, established in August 2022, has returned 7.55% annualised after fees and expenses, versus 9.08% for its ... |
| | | | ... industry and retail funds over recent years, a new report from Class shows. An analysis of Class SMSF clients in its Annual Benchmark Report revealed that industry funds lost $8.2 billion to self-managed super between the 2025 and 2026 financial years. ... |
| | | | ... S&P/ASX Mid-Small Index falling 5.9% compared to average losses of 7.6% for active funds. Some 65% failed to beat the benchmark. Global equity managers fared better but still lagged, with 58% of funds underperforming the S&P World Index, which gained ... |
| | | | ... that the three roles remain appropriate, but that they can be weighted somewhat differently in the composition of the benchmark index than they are today," NBIM said. NBIM, from its analysis, suggested to reduce government bonds exposure by reducing ... |
| | | | ... and taxes from that time, underperforming the index by 0.30% p.a. In the year to May, it returned 7.2% p.a. versus the benchmark's 6.89% p.a. Equity Trustees terminated another fund offered by Kaplan Funds Management in 2023, saying its purpose could ... |
| | | | ... product. It is also the lone industry fund to make the failures list. BUSSQ returned 7.04% p.a. and underperformed the benchmark by 0.57% p.a. BUSSQ chief executive Damian Wills said the fund has taken the result seriously and has been focused on improving ... |
| | | | ... Fund said. "Under his leadership as chief executive the Future Fund has delivered strong long-term returns above its benchmark and increased total funds under management across the funds overseen by the board from $205 billion to $356 billion," Future ... |
| | | | JANA Investment Advisers has launched the JANA Private Credit Trust, expanding its suite of investment trusts to provide wholesale investors with access to a diversified global private credit strategy through an institutional-quality investment structure. ... |
| | | | ASX has launched Australia's first exchange traded bond and credit index futures, giving institutional investors a new way to manage exposure to the domestic fixed income market. The contracts, launched in collaboration with Bloomberg Indices, are ... |
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