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Showing 1 - 10 of 4935 results for "Fees"

Canopy Investors shuts doors, winds up fund

KARREN VERGARA | FRIDAY, 5 JUN 2026

... Corporations Act, the fund is expected to commence winding up on June 22." In the 2026 half year, the fund achieved -9.2% net of fees, which lagged 15.8% below the benchmark's return of 6.7%. Incepted in June 2024, the fund invested in 20 to 40 high-quality ...

Munro expands access to climate focused fund

VINNY VUCAGO | THURSDAY, 4 JUN 2026

... partnership between GSFM and Munro Partners. Since launch, it has grown to NZ$71.82 million and delivered a return of 70.4% net of fees in the 13 months to 30 April 2026. GSFM chief executive Damien McIntyre said the fund offers investors exposure to ...

Almost half of Aussies not making voluntary super contributions

VINNY VUCAGO | THURSDAY, 4 JUN 2026

... less than once a year or cannot recall the last time they did, while more than one-third have never compared superannuation fees. Smith warned unused contribution caps eventually expire, creating a limited window for members seeking to maximise their ...

Invesco, Trinetra IM strategies to wind up

KARREN VERGARA | WEDNESDAY, 3 JUN 2026

... decided to terminate and wind up the fund due to "insufficient scale to remain economically viable without the management fees and costs charged to members in the fund becoming disproportionately high as a percentage of the net asset value of the fund." ...

J.P. Morgan AM awarded fresh portfolio structuring mandate

MATTHEW WAI | TUESDAY, 2 JUN 2026

... income, integrated within Findex's MDA. Each fund is actively managed with defined alpha and tracking targets, and importantly fees are kept low. A TAA overlay enables efficient portfolio tilts and FX implementation, addressing the challenges set out ...

Super 'safest' entry in private market for retail investors: Morningstar

RIDDHIMA TALWANI | THURSDAY, 28 MAY 2026

... exposure to newer areas of private markets. Super funds can also leverage their scale to engage top-tier managers and negotiate fees, helping to optimise net returns. "When investing in private assets, super funds can leverage their institutional scale ...

Westpac fined $26m for financial hardship neglect

KARREN VERGARA | WEDNESDAY, 27 MAY 2026

... contravention in the proceeding and paid more than $1.7 million in remediation to affected customers, including refunds of fees and interest and compensation for non-financial loss. ASIC deputy chair Sarah Court commented Westpac failed the very customers ...

FAAA pushes for 'fundamental' changes to CSLR

KARREN VERGARA | TUESDAY, 26 MAY 2026

... fact-find, develop strategies and prepare a Statement of Advice. Further, it "strongly opposes" any ban or limitation on advice fees being paid from super accounts for switching advice. "There is no basis for such an intervention in the market, and this ...

Feature: Private credit | The fine print

RIDDHIMA TALWANI | FRIDAY, 22 MAY 2026

... "materially so". Its review pushed for transparency across the sector on investment strategy, exposures, valuations, risks and fees. It said this would support comparability and informed decision-making by investors. While related party transactions ...

Buyer beware: Private credit as a defensive play

KARREN VERGARA | TUESDAY, 19 MAY 2026

... which regulator ASIC has put product providers on notice for opaque practices and transparency issues, particularly around fees. To help address this, Danieli said advisers should consider the "first layer of the onion" to be the portfolio composition ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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