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Showing 1 - 10 of 27 results for "Bloomberg AusBond Bank Bill Index"

Invesco, Trinetra IM strategies to wind up

KARREN VERGARA  |  WEDNESDAY, 3 JUN 2026
... correlation to traditional financial market indices, targeting a gross return of 6% p.a. above the Bloomberg Ausbond Bank Bill Index with 8% p.a. target portfolio volatility. It returned 22.1% p.a. in the year to April and over a 10-year period achieved ...

Perpetual to wind up fixed income fund

KARREN VERGARA  |  MONDAY, 11 MAY 2026
... 12 months achieved 3.21% p.a. It was benchmarked against the Bloomberg AusBond Composite and Bloomberg AusBond Bank Bill Index. Nearly 66% of the portfolio is invested in senior debt and 26% in subordinated debt. In a March investment update, the fund ...

Vision Super to close Diversified Bonds option

KARREN VERGARA  |  WEDNESDAY, 6 MAY 2026
... returns than the Balanced Growth option. The Cash option on the other hand aims to outperform the Bloomberg Ausbond Bank Bill Index over rolling three-year periods. The option will officially close on June 4. Members who do not actively change to another ...

AQR picks SG Hiscock & Company as distribution partner

KARREN VERGARA  |  TUESDAY, 7 APR 2026
Quantitative investor AQR Capital Management has appointed SG Hiscock & Company (SGH) as its distribution partner. SGH has begun rolling out the AQR Wholesale Managed Futures Fund to sophisticated investors. The actively managed fund invests in futures ...

Qantas Super lowers investment fees, updates cash option

KARREN VERGARA  |  WEDNESDAY, 30 OCT 2024
... Cash option's objective is to achieve a return after tax and investment fees equal to the Bloomberg AusBond Bank Bill index (net of tax), over a rolling one-year period. This has changed to include the words 'net of tax' in the objective ...

BNP Paribas shutters EARTH Trust

JAMIE WILLIAMSON  |  FRIDAY, 11 OCT 2024
... inception, the trust has delivered a net return of -22.87% against the 2.72% of its benchmark, the Bloomberg Ausbond Bank Bill Index. The underlying fund's top holdings included Sunnova Energy International, Fluence Energy, National Grid, Nvidia ...

WAM Active returns 30%, beats indices

KARREN VERGARA  |  WEDNESDAY, 28 AUG 2024
... year. WAA beat its reference indices S&P/ASX All Ordinaries Accumulation Index by 13.3% and the Bloomberg AusBond Bank Bill Index (Cash) by 21.4%. A large portion of the portfolio is invested in financials (25.9%), followed by technology (17.3%), and ...

Two new ETFs for Franklin Templeton

KARREN VERGARA  |  MONDAY, 15 APR 2024
... investing in debt instruments issued by governments and corporations worldwide. It aims to beat the Bloomberg AusBond Bank Bill Index after fees and expenses but before taxes over the short to medium term. Franklin Templeton fixed income portfolio manager ...

Betashares launches cash plus managed fund

CASSANDRA BALDINI  |  MONDAY, 27 NOV 2023
... investment-grade ratings. MMKT aims to generate a yield, before fees and expenses, over the Bloomberg AusBond Bank Bill Index, with monthly distributions. Additionally, Betashares said the fund provides investors with fast liquidity through T+2 settlement ...

Macquarie brings long-awaited ETFs to market

CHLOE WALKER  |  WEDNESDAY, 22 NOV 2023
... portfolio managers Shaughn Wilkie and Andrew Vonthethoff. Meanwhile, MQIO aims to outperform the Bloomberg AusBond Bank Bill Index benchmark over the medium term. It is managed by MAM chief investment officer and head of fixed income Brett Lewthwaite ...
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