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Showing 1 - 10 of 37 results for "MOA"

VanEck launches AUD-hedged equity ETFs

ANDREW MCKEAN  |  WEDNESDAY, 8 NOV 2023
VanEck is launching three new AUD-hedged international equity ETFs, prompted by increasing demand from financial advisers and investors. The investment manager's new ETFs, scheduled for a November 9 debut on the ASX, will leverage VanEck's existing ...

Saxo launches managed portfolios

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
Saxo Australia today launched a suite of managed portfolios targeting self-directed investors and self-managed super funds. SaxoSelect offers seven managed portfolios with actively managed and index-based strategies. Three offerings are managed by BlackRock ...

Dodge volatility, invest in global equities: Report

CASSANDRA BALDINI  |  TUESDAY, 5 JUL 2022
When looking for companies to invest in think medium-term, buy sustainable themes, look for opportunities and drip feed or average into the market, a new report says. Paul Wild is a senior fund manager at Pendal Group's wholly owned subsidiary J O Hambro ...

ASX-listed manager acquires retail boutique

JAMIE WILLIAMSON  |  WEDNESDAY, 15 JUN 2022
Teaminvest Private Group has acquired Burman Invest, the boutique founded by Julia Lee. Burman Invest was established in 2020 by Lee, who previously spent 11 years at Bell Direct. TIP Group has now acquired the equities boutique, adding greater capability ...

Cbus snares head of debt from Perpetual

ELIZABETH FRY  |  WEDNESDAY, 15 JUN 2022
Cbus Super has appointed Anne Moal as its first head of direct debt and illiquid credit as the $73.5 billion fund's debt portfolio hits over $1 billion. Reporting to head of debt and alternatives Linda Cunningham, Moal will have primary responsibility ...

Morningstar bets on active fund managers

KARREN VERGARA  |  MONDAY, 21 MAR 2022
As market sell-offs continue to pummel ASX-listed active fund managers, Morningstar is betting big that Pendal, Magellan, Pinnacle and Platinum will deliver past the short-term noise. The fund mangers' "compounding potential" for larger assets under ...

Magellan funds under review

ELIZABETH MCARTHUR  |  TUESDAY, 8 FEB 2022
After Magellan co-founder Hamish Douglass announced he would take extended medical leave, the company's share price dove and its fund ratings are under review. Morningstar said all of Magellan's global and high conviction funds are under review due ...

Morningstar cuts fair value estimate for Magellan

ELIZABETH MCARTHUR  |  TUESDAY, 21 DEC 2021
Morningstar cut its fair value estimate for narrow-moat Magellan Financial Group by 25% to $38 per share, after the fund manager lost a major mandate. That's according to a note from analyst Shaun Ler, who said the impact of St James' Place (SJP) cutting ...

Consumer group slams super self-assessments

ELIZABETH MCARTHUR  |  MONDAY, 30 AUG 2021
... fund it specified as having investment performance which will likely see it fail the APRA test was AvSuper. AvSuper's MOA stated that "AvSuper's overarching investment objective for members of CPI + 3.5% per year, on average over rolling 10 years ...

3PD wins distribution partnership

KARREN VERGARA  |  MONDAY, 19 JUL 2021
An emerging markets fund manager is expanding its presence in Australia by appointing 3PD as its distribution partner. ValueQuest Capital, an Indian equities fund manager led by co-founders Sanjay Bakshi and Paresh Thakker, hopes to build on its current ...
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