The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 1 - 10 of 19 results for "Bloomberg AusBond Composite"

Perpetual to wind up fixed income fund

KARREN VERGARA | MONDAY, 11 MAY 2026

... returned 4.78% p.a. in three years and over 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 ...

Vision Super to close Diversified Bonds option

KARREN VERGARA | WEDNESDAY, 6 MAY 2026

... vast majority of the Diversified Bonds' assets. Half of the Diversified Bonds option tracks the Bloomberg Ausbond Composite All Maturities Bond Index, while the other half tracks the 50% Bloomberg Global Treasury Index (hedged in AUD). The Diversified ...

ASX partners with Bloomberg on credit futures product

MATTHEW WAI | THURSDAY, 5 FEB 2026

... enable investors to manage interest rate and credit risk while replicating the performance of the Bloomberg AusBond Composite Bond Index (BACM0) and Bloomberg AusBond Credit Index (BACR0), which serve as traditional benchmarks for Australia's fixed income ...

Equity Trustees rapped over the knuckles by ASIC

JAMIE WILLIAMSON | THURSDAY, 19 JUN 2025

... Development, the Australian Postal Corporation, and TCorp. The fund aims to provide returns above the Bloomberg AusBond Composite 0-5 Yr Index across all interest rate cycles. Since inception, it's achieved a net return of 2.60% against the benchmark's ...

Janus Henderson turns $5.2bn fixed interest fund into active ETF

MATTHEW WAI | THURSDAY, 13 FEB 2025

... Fixed Interest Active ETF (JFIX) is an actively managed ETF, that aims to outperform the benchmark of Bloomberg AusBond Composite 0 + Yr Index over a rolling three-year period. JFIX will utilise a range of strategies with a portfolio of government and ...

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 ...

PAGE:

BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

Videos

Brought to you by

Follow the leaders

Maintaining a fundamental focus in a world obsessed with the short term

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

The market has changed. The opportunity hasn't.

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Strength amid noise

A guaranteed future

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE