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Showing 1 - 10 of 51 results for "MSCI ACWI"

Pendal shutters Global Select Fund

KARREN VERGARA | WEDNESDAY, 24 JUN 2026

... in the best interests of investors. The fund aimed to provide a return before fees, costs and taxes that exceeds the MSCI ACWI NR Index in AUD over rolling five-year periods. "We regularly review our product offerings and investment capabilities to ensure ...

Severe underperformance sees Polen Capital funds wound up

JAMIE WILLIAMSON | TUESDAY, 24 MAR 2026

... end it had $17.6 million in funds under management. Since its inception, it returned -27.05% while its benchmark, the MSCI ACWI SMID (AUD), achieved 39.51%. Following consultation with Montgomery, the board of Fundhost determined it was in investors' ...

ASIC fines Fundhost for misleading fund performance

ELIZA BAVIN | WEDNESDAY, 18 FEB 2026

... performance chart depicted the performance of the Polen Capital Focus Growth Strategy Fund and the fund against the MSCI ACWI Net Total Return Index since 31 December 2014, based on data that was updated monthly by Fundhost. ASIC said the performance ...

MSCI launches index combining public and private equity investments

ANGELIQUE MINAS | FRIDAY, 5 DEC 2025

... segments of the economy that are not captured by public markets, MSCI said. The breakthrough framework combines the MSCI ACWI IMI and the MSCI All Country Private Equity Index to provide a unified measurement of overall equity exposures and performance ...

CFS awards global equities mandate

KARREN VERGARA | TUESDAY, 27 MAY 2025

... portfolio of high-conviction global equities, has some $2 billion in assets under management. It aims to outperform the MSCI ACWI (AUD) by 2-3% after fees over five-year rolling periods. Incepted in 2015, the fund is managed by London-based portfolio ...

GQG rejigs allocations amid tariff pain

KARREN VERGARA | WEDNESDAY, 9 APR 2025

... The GQG Global Equity fund, for example, ended March with a 7.3% allocation in tech stocks compared to its benchmark MSCI ACWI's 23.4%. Consumer discretionary stocks were left a 1% allocation as opposed to the benchmark's 10.6%. The fund, instead, upped ...

Lakehouse Capital lists first fund on ASX

ANDREW MCKEAN | MONDAY, 7 APR 2025

... structure meets these needs perfectly," Buchanan said. The fund returned 22.9% over the past year, surpassing its benchmark, MSCI ACWI (AUD), by 10.7%. Since inception in November 2017, it has delivered an annual return of 17.4%, compared to 11.8% for ...

Global active equity managers suffer their worst year in decades

ANDREW MCKEAN | THURSDAY, 27 FEB 2025

... benchmark returns. The median global active equity manager was left in the dust by the MSCI All Country World Index (MSCI ACWI) - which tracks large and mid-cap stocks across 47 developed and emerging markets - by 4.6%, the worst relative return in over ...

Boutique global asset management firms' investment outlook

ANDREW MCKEAN | FRIDAY, 20 DEC 2024

... upward trajectory next year. "Concentration risk remains the evident challenge with the US constituting two-thirds of the MSCI ACWI and the ten largest US stocks being more than one fifth of the global index," he said. "While opportunities will always ...

GQG's FUM pulls back, breaks six-month streak

ANDREW MCKEAN | FRIDAY, 8 NOV 2024

... US$61.7 billion. GQG's International Equity strategy has delivered 17.1% year-to-date, compared to its benchmark - MSCI ACWI ex USA - at 14.2%. Since its inception in December 2014, the strategy has returned 10.7%, nearly double the benchmark. Although ...

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Federal Court lifts Merhi's travel ban

KARREN VERGARA

Former financial adviser Ferras Merhi is now free to travel as the Federal Court lifted travel restraint orders imposed one year ago.

Hostplus delivers double-digit FY26 returns

RIDDHIMA TALWANI

Hostplus Balanced (MySuper) option delivered members 10.8% for the financial year 2025-26, while the Indexed Balanced option and the High Growth option returned members 11.06% and 12.61% respectively.

ASIC levy estimates jump 19% as regulator ramps up funding

VINNY VUCAGO

ASIC has lifted its estimated industry funding levy by almost 20% for 2025-26, with regulated entities expected to shoulder $400.5 million in regulatory costs as the corporate watchdog expands its supervision and enforcement activities.

GQG bleeds over US$7bn in FUM in June

MATTHEW WAI

Despite recording positive investment performance, GQG Partners observed a significant outflow, with net outflows of $4.62 billion recorded in the month of June, as FUM slipped to $225 billion at June end, compared to $235.5 billion in the month prior.

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