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Showing 1 - 10 of 69 results for "Cash plus"

Betashares launches cash plus managed fund

CASSANDRA BALDINI  |  MONDAY, 27 NOV 2023
The Betashares Australian Cash Plus Fund (managed fund) (MMKT) offers investors access to a diversified portfolio that includes Australian dollar cash and short-term money market securities. According to Betashares, most money market securities in the ...

Australian Ethical unveils new moderate fund

CHLOE WALKER  |  FRIDAY, 11 AUG 2023
... grassroots impacts from a financial perspective." As a further benefit, Woods said these types of assets tend to pay cash plus returns. "Cash is paying at a reasonable return; we haven't seen these levels in over a decade," he said. "We're finding ...

UniSuper awards private debt mandate to Revolution AM

ANDREW MCKEAN  |  TUESDAY, 18 APR 2023
... its objectives, delivering a 9.6% gross return as at 31 March 2023. This performance surpasses the target return of cash plus 4% to 5% (net of fees and expenses). Revolution has raised over $2.5 billion from institutional, family office, and wholesale ...

Cashwerkz takes stake in boutique, plans rebrand

KANIKA SOOD  |  THURSDAY, 10 JUN 2021
ASX-listed Cashwerkz will pay $3 million in cash plus performance rights to buy a 25% stake in a boutique, as it also looks to rename the entire group. Tactical Global Management has been running since 1997 and provides tailored overlay solutions for ...

Loomis Sayles wins super fund mandate

KARREN VERGARA  |  FRIDAY, 14 MAY 2021
... Company. Statewide Super appointed Loomis Sayles for an asset-backed securitised strategy aiming to achieve returns of cash plus 2% to 3%. Based in Boston, Loomis Sayles head of mortgage and structured finance Alessandro Pagani will oversee the mandate. ...

Vanguard finds dirty assets in ESG fund

KANIKA SOOD  |  WEDNESDAY, 24 FEB 2021
... last year, ASIC has stepped up its scrutiny of advertising in managed funds. This triggered a wave of name changes in "cash plus" or "enhanced cash" funds. In June 2020, it asked 13 managed funds to fix their advertising, and threatened the wider sector ...

FS team picks: The top stories for 2020

ELIZABETH MCARTHUR, KANIKA SOOD  |  THURSDAY, 17 DEC 2020
... with the regulatory environment in which they operate. These are our top picks for funds management stories this year: Cash plus funds shape shift under ASIC's gaze The regulator had its eye on funds sold as "cash plus" in 2020. It was part of an ...

New fixed income boutique launches

KANIKA SOOD  |  MONDAY, 9 NOV 2020
... than ever," Waislitz said. The investment team includes Chris Baylis, formerly the lead portfolio manager for the UBS Cash Plus Fund and the Insurance and ALM book, as founder and chief investment officer. Kylie-Anne Richards, formerly a portfolio manager ...

ASIC cleans up 'cash plus' funds

KANIKA SOOD  |  WEDNESDAY, 23 SEP 2020
... bond or diversified fund and hence, higher risk and lower liquidity as compared to cash. It took particular note of 'cash plus' or 'cash enhanced' labelling, where ASIC found 50% and 70% respectively of assets were not cash or cash equivalents, and actually ...

Vanguard fund drops "cash plus" name

KANIKA SOOD  |  THURSDAY, 3 SEP 2020
Vanguard has joined the growing line of fund managers snipping the "cash plus" tag from their short-term fixed income funds, as ASIC sharpens focus on managed funds advertising. Effective October 1, the Vanguard Cash Plus Fund will be renamed the Vanguard ...
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