Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 21 results for "Companies Trust"

Maple-Brown Abbott finetunes Aussie equities lineup

KANIKA SOOD  |  THURSDAY, 28 JAN 2021
... around since 2002 and uses leverage to invest in two other funds from the firm: the Sharemarket Fund and Small Companies Trust. Over that period, it returned 6% p.a. while the S&P/ASX 200 Total Returns did 9% p.a. The geared funds' performance picked ...

First Sentier bolsters board of directors

ALLY SELBY  |  THURSDAY, 6 AUG 2020
... Society of Investment Professionals. Previously, she served as a portfolio manager at the Scottish Oriental Smaller Companies Trust. Rippingall also spent 18 years with First State Investments; as a senior portfolio manager based in Hong Kong and as ...

Perennial makes two senior equities appointments

ALEX BURKE  |  FRIDAY, 10 NOV 2017
... director John Murray said Oshry "has a very successful track record as a fund manager. The Perennial Value Smaller Companies Trust has delivered alpha of 8% per annum under his leadership and funds under management have grown from $10 million to some ...

Ausbil adds key MicroCap team hires

JAMIE WILLIAMSON  |  MONDAY, 26 JUN 2017
... Ausbil MicroCap Fund. Willoughby-Thomas was most recently a portfolio manager for Australian Ethical's Larger Companies Trust. He has also previously held senior equity analyst roles with ING Investment Management and AMP Capital. Ausbil will also welcome ...

Perennial micro-cap fund gets Lonsec tick

ALEX BURKE  |  MONDAY, 22 MAY 2017
... Perennial said it came about as a result of a "painstaking review of 10 years' worth of data from the Perennial Small Companies Trust." In its review, Lonsec said it had "strong conviction that the financial product can generate risk-adjusted returns ...

Australian Ethical to list on mFunds platform

DARREN SNYDER  |  FRIDAY, 3 JUL 2015
... team and 20-year record in managing small cap stocks within its Australian Shares Fund (previously the Smaller Companies Trust). To allow more people to access the benefits of ethical investing, Australian Ethical's lowering its minimum investment amount ...

Aluminum windows and ferries: the case for small-cap investing

LAURA MILLAN  |  MONDAY, 22 SEP 2014
... falling Australian dollar," Perennial portfolio manager Grant Oshry said. Oshry manages the Perennial Value Smaller Companies Trust along with portfolio manager Andrew Smith. The trust has earned 10.6% per annum after fees since its inception in March ...

Australian Ethical appoints portfolio manager

LAURA MILLAN  |  WEDNESDAY, 6 AUG 2014
Australian Ethical has appointed a portfolio manager for its $277 million Australian Ethical Larger Companies Trust. Mason Willoughby-Thomas has been an analyst at Australian Ethical for the last two years and prior to that he was at ING Investment ...

Australian Ethical builds adviser products

ELISE BURGESS  |  THURSDAY, 1 MAR 2012
... yesterday in the group's results, Australian Ethical said its will launch a wholesale unit class for its Smaller Companies Trust, Larger Companies Trust and the Climate Advocacy Fund. The group said advisers had previously been unable to access their ...

IOOF adds insurance, offers more low-cost options

ELISE BURGESS  |  FRIDAY, 1 APR 2011
... Class C, Grant Samuel Tribeca Alpha Plus Units, Schroder Australian Equity Fund and Legg Mason Australian Small Companies Trust "The fees negotiated with each fund manager means that we can pass these savings onto the client directly. Investing via IOOF ...
PAGE:
1
PREVIOUS
NEXT