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Showing 1 - 10 of 31 results for "Diversified Income Fund"

Milford adds to global product suite

JAMIE WILLIAMSON  |  THURSDAY, 17 MAR 2022
... market volatility." Milford now offers six funds in Australia, with these three now sitting alongside the Diversified Income Fund, Australian Absolute Growth Fund, and the Dynamic Fund.

PE Capital in liquidation

KARREN VERGARA  |  THURSDAY, 10 FEB 2022
... wound up: PE Capital Monthly Yield Fund, and its three sub-funds, Commercial Property Income Fund, Asia Diversified Income Fund and Asia Wholesale Opportunities Fund. The following MISs, which were unregistered, will also fold: the PE Capital Master ...

Choice products not so choice: APRA

CHLOE WALKER, KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... funds alike with the lowest grade possible in its inaugural Choice heatmap. Perpetual WealthFocus' Diversified Income Fund was the worst-performing option based on a seven-year period, delivering just 2.25% p.a. and falling short of 2.55% from its ...

ASIC to wind up PE Capital

ELIZABETH MCARTHUR  |  FRIDAY, 14 MAY 2021
... managed investment schemes including the PE Capital Property Development Fund, PE Capital Asia Wholesale Diversified Income Fund and PE Capital Asia Wholesale Opportunities Fund. According to ASIC, PE Capital issued interests in the unregistered schemes ...

Perpetual rejigs WealthFocus fees

KANIKA SOOD  |  TUESDAY, 3 NOV 2020
... while about three are across its Perpetual WealthFocus Investment Funds. The latter includes Perpetual Diversified Income Fund, which is moving from 1.59% p.a. in management fees to 0.84% p.a. It also includes Perpetual Industrial Share Fund (1.98% to ...

Zurich distribution chief joins boutique

JAMIE WILLIAMSON  |  FRIDAY, 18 SEP 2020
... comes as Milford looks to expand its footprint in Australia, having launched its third unlisted fund, the Diversified Income Fund, last month. Brooks has been with Zurich for the last 15 years, having joined from Challenger in 2005. She's held a ...

Boutique launches multi-asset fund

KANIKA SOOD  |  MONDAY, 10 AUG 2020
... an income-focussed, multi-asset fund to the Australian market, in its third local launch. The Milford Diversified Income Fund (AU) will invest in fixed interest and equity income generating securities. It will give investors 12-month visibility over ...

Perpetual slashes fees

ALLY SELBY  |  THURSDAY, 23 JUL 2020
... investment manager's wholesale funds will see fee reductions by October, including Perpetual's Wholesale Diversified Income Fund, its Ethical SRI Credit Fund, its Wholesale Dynamic Fixed Income Fund and its Wholesale Active Fixed Interest Fund. Fees ...

Boutique to remediate clients

KANIKA SOOD  |  WEDNESDAY, 3 JUN 2020
... Alpha Alternatives Fund, Alpha Australian BlueChip Fund, Alpha Australian Small Companies Fund, Alpha Diversified Income Fund, Alpha Enhanced Yield Fund, Alpha Global Opportunities Fund, Alpha Infrastructure Fund and Alpha Property Securities Fund. The ...

AustralianSuper PM joins fund manager

JAMIE WILLIAMSON  |  WEDNESDAY, 29 JAN 2020
... seed this year. The expanding capability also comes as Milford targets an April launch of its flagship Diversified Income Fund in Australia. At the same time, Milford has also added to its distribution team with the appointment of Katharine Jackson. ...
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