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Showing 1 - 10 of 13 results for "Macro Op"

End of the road for three Franklin Templeton funds

KARREN VERGARA  |  TUESDAY, 3 SEP 2024
Franklin Templeton has terminated two funds and is in the process of shuttering another as the strategies failed to scale assets under management (AUM). The funds are Martin Currie Diversified Income Fund, Martin Currie Tactical Allocation Fund, and ...

JPMAM unveils sustainable fund

KARREN VERGARA  |  THURSDAY, 4 FEB 2021
J.P. Morgan Asset Management has launched a sustainable fund in Australia following the success of its European strategy. JPMorgan Global Macro Sustainable Fund opened to retail investors on February 1 and comprises a portfolio of long and short positions ...

Best performing managed funds revealed

ELIZA BAVIN  |  THURSDAY, 9 JUL 2020
Funds from IOOF, Vanguard and Fiducian figure among the top-five performers among wholesale funds, in the latest Rainmaker Information tables to May end. In the growth category, IOOF MultiMix Growth Trust took the top spot with returns of 7.1% pa over ...

Bonds not out of the game

ELIZA BAVIN  |  TUESDAY, 4 FEB 2020
Bond managers appear to be taking a more active approach to investing in the current low-volatility environment, according to Bank of China's head of fixed income Mark Todd. Looking into the performance of the major bond funds form the last 12 months ...

JPMorgan portfolio manager leaves

KANIKA SOOD  |  TUESDAY, 2 APR 2019
A portfolio manager at a $460 million JPMorgan strategy has left, sparking a review of the strategy at Morningstar. The JPMorgan Global Macro Opportunities Fund has been managed by James Elliot and Shrenick Shah since they co-created the strategy in ...

Tobacco-free portfolios divide investors: Poll

KARREN VERGARA  |  MONDAY, 29 OCT 2018
As more superannuation funds and investment managers divest tobacco from portfolios and encourage others to follow suit, a Financial Standard poll shows the initiative has a mixed effect on investors. The survey, which asked what best described the ...

JPMorgan fund excludes tobacco, cuts fees

DARREN SNYDER  |  TUESDAY, 21 AUG 2018
J.P. Morgan Asset Management's flagship multi-asset strategy in Australia now excludes tobacco stocks. It also cut its administration fee by five basis points and recently converted to a trust structure. The Australian-domiciled version of the JPMorgan ...

Industry stars recognised at 2017 MAX Awards

JAMIE WILLIAMSON  |  FRIDAY, 16 JUN 2017
A record number turned out for the 22nd annual Financial Standard Marketing, Advertising and Sales Excellence Awards last night, recognising Australia's leading individuals and organisations in the financial services industry. The MAX Awards recognised ...

Western Asset hires investment specialist from UBS

ALEX BURKE  |  WEDNESDAY, 24 MAY 2017
Legg Mason affiliate Western Asset appointed a new investment specialist. Jonathan Baird joins Western Asset from UBS Asset Management's fixed income team, where he held the same role. Before that he was a senior investment analyst with Zenith Investment ...

Legg Mason bond funds receive Zenith tick

ALEX BURKE  |  TUESDAY, 14 MAR 2017
Three Legg Mason bond funds were recently rated positively by Zenith. Legg Mason's Western Asset Global Bond Fund and Western Asset Macro Opportunities Fund were both given a 'Recommended' rating, while the Legg Mason Brandywine Opportunistic Fixed ...
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