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Showing 1 - 10 of 14 results for "Bloomberg AusBond Composite"

AustralianSuper updates deceased members' investments

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... now is to beat 50% of the Bloomberg Global Aggregate Total Return Index hedged to AUD and 50% of the Bloomberg AusBond Composite 0+ Year Index. Before this, the option sought to beat a 50-50 split of the Bloomberg Global Aggregate 1-5 Year Total Return ...

End of the road for three Franklin Templeton funds

KARREN VERGARA  |  TUESDAY, 3 SEP 2024
... after-fee return in excess of its benchmarks that included the S&P/ASX 200 Accumulation Index and Bloomberg AusBond Composite 0+ Yr Index over rolling three-year periods. The fund launched on 30 May 2014. The Martin Currie Tactical Allocation Fund, which ...

FIIG Securities picks Equity Trustees for new fund

CASSANDRA BALDINI  |  WEDNESDAY, 4 OCT 2023
... of portfolio management Kieran Quaine and portfolio manager Megan Romeo and seeks to outperform the Bloomberg AusBond Composite 0+Yr benchmark over three-year rolling periods. "We are excited to be working with Equity Trustees to launch the FIIG Australian ...

Labor advances super performance test changes

KARREN VERGARA  |  MONDAY, 19 JUN 2023
... the worst result taken. As for the benchmarks, international credit will now be assessed against the Bloomberg AusBond Composite 0+ Yr Index, while Australian fixed income will retain the Bloomberg AusBond Composite 0+ Yr Index. Australian and international ...

What's missing for advisers: Atchison Consultants

ANDREW MCKEAN  |  MONDAY, 22 AUG 2022
... to constructing the defensive part of a client's portfolio. Referring to the composition of the Bloomberg AusBond Composite index against which most fixed income investments are benchmarked, Toohey said "whole categories of securities are excluded ...

Private debt and YFYS: Research

ELIZABETH MCARTHUR  |  FRIDAY, 18 FEB 2022
... debt would fall under the Australian fixed interest YFYS performance benchmark, which uses the BACM0 Bloomberg Ausbond Composite 0+ Yr Index as the benchmark and permits 10bps for fees and an assumed tax rate of 15%. Note that tax has been ignored for ...

Good year for active managers in fixed income

KANIKA SOOD  |  FRIDAY, 16 JUL 2021
... peers in COVID-19, according to Zenith's review of the universe. In the 12 months to April end, the Bloomberg Ausbond Composite Index (0+years) returned a net return of -1.19%. The median manager in Zenith's Australian Fixed Income (Bonds) category returned ...

Coolabah lists fund on Chi-X

KANIKA SOOD  |  MONDAY, 21 JUN 2021
... fund. The Coolabah Active Composite Bond Fund targets after-fee returns of 1% to 2% per year over the Bloomberg Ausbond Composite Bond 0+ Yr Index. It invests in bonds issued by governments, banks, corporates, and asset-backed securities and residential ...

ETF popularity soars 52%

ALLY SELBY  |  FRIDAY, 28 FEB 2020
... might be due to the strong performance from both the Australian and global fixed-interest markets; the Bloomberg AusBond Composite 0+Yr TR and Bloomberg Barclays Global Aggregate TR Hedged AUD indexes returned 7.26% and 7.19%, respectively, in 2019," ...

Janus Henderson to launch active ETF

KANIKA SOOD  |  WEDNESDAY, 26 FEB 2020
... securities and higher yielding securities with the aim of beating Bloomberg AusBond Bank Bill Index and Bloomberg AusBond Composite 0+ Yr Index (equally weighted). It has been running since 2009 and delivered 5.07% per annum net of fees, higher than ...
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