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Showing 1 - 10 of 6737 results for "Benchmark"

Global X launches global SMID ETF

VINNY VUCAGO  |  WEDNESDAY, 22 JUL 2026
Global X ETF has expanded its international equity range with the launch of the Global X MSCI International Small and Mid-Cap ETF (ASX: ISMD), offering Australian investors low-cost exposure to small- and mid-cap companies across developed markets outside ...

Northern Trust AM Australia among five to split $4.3bn mandate

KARREN VERGARA  |  TUESDAY, 21 JUL 2026
Northern Trust Asset Management Australia is one of several fund managers that scored a major mandate from Taiwan's Bureau of Labor Funds (BLF) to help manage a total pool of US$3 billion ($4.3bn). The BLF also picked Amundi Asset Management, BNP ...

Infinity AM wins SMID fund mandate

KARREN VERGARA  |  MONDAY, 20 JUL 2026
... securities and the risk of adverse market impact from advance disclosure." The fund now has a new investment objective and benchmark - it aims to outperform the S&P/ASX Mid Small Cap Index over rolling three-year periods before fees. Infinity, which ...

Solaris wins mandate from Mercer Investments

KARREN VERGARA  |  THURSDAY, 16 JUL 2026
... endowments, and retirement phase superannuation, that can reclaim franking credits. The fund seeks to outperform its benchmark by utilising tax-effective strategies and employing a diverse mix of investment managers across sectors. The vast majority ...

Super funds fail customer service test: SCA

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
... clear 49.9%. No super fund scored above 55% across the metrics of ease, success and sentiment. None reached the 80% benchmark considered as the best practice "green zone". Call centre staff often struggled to balance identity verification requirements ...

GQG bleeds over US$7bn in FUM in June

MATTHEW WAI  |  MONDAY, 13 JUL 2026
... positive investment performance of $10.4 billion (US$7.2bn), its investment strategies underperformed their respective benchmark over the first half of 2026. "For the three-year period ending 30 June 2026, our strategies generated double-digit net returns ...

ASFA makes suggestions for performance test overhaul

VINNY VUCAGO  |  THURSDAY, 9 JUL 2026
... and selected Choice products to cover all trustee-directed products. A third recommendation calls for a review of the benchmark methodology, with greater flexibility for APRA to update benchmarks in consultation with industry experts as investment markets ...

Future Generation returns top 20%

VINNY VUCAGO  |  WEDNESDAY, 8 JUL 2026
... managed by 16 active fund managers and has significantly lower exposure to Australia's largest listed companies than the benchmark, with the top 10 stocks accounting for just 16.6% of the portfolio compared with 45.3% of the index. Future Generation ...

Global concentration risks to reorient investors: JBWere

RIDDHIMA TALWANI  |  MONDAY, 6 JUL 2026
A rising concentration risk across global and local equities is reorienting investors to income stocks and fixed income exposure, JBWere said. JBWere head of asset allocation and portfolio management Glen Bertram noted there is really just the single ...

MySuper provides consistent returns for members: Rainmaker

MATTHEW WAI  |  FRIDAY, 3 JUL 2026
... million accounts, while assets rose 38% to almost $1.2 trillion in the last five years alone. MySuper products typically benchmark their long-term performance against CPI plus 3% to 4% over a rolling 10-year period, implying a CPI plus 3-4% targets of ...
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