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Showing 1 - 10 of 159 results for "Market Index"

UBS, RQI deliver for EM investors: Rainmaker

KARREN VERGARA  |  FRIDAY, 5 DEC 2025
... September, Rainmaker's analysis of wholesale funds showed. Despite strong performance, the sector underperformed the market index of 23.7% p.a. by 2.6 percentage points. Nonetheless, it beat the returns of Australian small cap equities (20.1% p.a.) ...

Gold ETFs outshine large caps: Research

KARREN VERGARA  |  THURSDAY, 10 JUL 2025
... 12.6% p.a. Combined property achieved a median return of 11.1% p.a. slightly underperforming the listed property market index benchmark of 12.4% p.a. Australian fixed interest returns declined to 6.8% p.a. in May as compared to 7.1% p.a. in April. International ...

Climate funds see first year of outflows

ROSE MARY PETRASS  |  FRIDAY, 24 JAN 2025
... large-blend equity funds was 20.7% in 2024 - compared to 21.5% for conventional funds and 24.1% for the Morningstar US Market Index. US sustainable funds were shaken by the political climate, said Bioy. "In a critical election year, the backlash against ...

Chief executive misbehaviour stifles investment returns

ANDREW MCKEAN  |  THURSDAY, 23 JAN 2025
Secret affairs, sexual harassment, and systemic abuses of power by chief executives and senior leaders have the potential to erode investment returns, according to Acadian Asset Management. Events like these can shake company valuations, demonstrating ...

Income investors to thrive in 2024: Report

CHLOE WALKER  |  MONDAY, 4 DEC 2023
... Core Bond Index experienced a significant rise from 1.2% to 5.4%. However, the dividend yield of the Morningstar US Market Index increased only slightly from 1.2% to 1.5% over the same period. According to the report, selecting dividend-paying stocks ...

Global X slashes ETF fees

CHLOE WALKER  |  FRIDAY, 1 DEC 2023
... 0.30% and 0.19% respectively. Global X ETFs said USHY, which tracks the Solactive USD High Yield Corporates Total Market Index, aims to provide local investors with a simple way to invest in high-yield bonds from developed countries across the world ...

New fund targets 'blue chips of tomorrow'

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2023
... from the fund, citing the fact the small cap index is currently trading at a material divergence from the broader market index in terms of valuation over a rolling five-year period. Typically, this precedes periods of strong returns by small cap funds ...

Rainmaker MySuper index outdoes S&P ASX 200

ANDREW MCKEAN  |  FRIDAY, 23 JUN 2023
... 2023, continuing its series of positive rolling annual returns. The MySuper index surpassed the broader S&P ASX 200 market index, which posted a 0.1% return over the same duration. Sector-wise, cash led the pack, delivering the highest median return ...

Top ETF megatrends: Global X

ROSE MARY PETRASS  |  FRIDAY, 19 MAY 2023
Investors are poised to benefit from long-term investments in the minerals and technology needed to reach net zero, a global ETF provider has revealed. Global X ETFs Australia outlined the major exchange traded fund (ETF) investment megatrends - highlighting ...

GQG Aussie inflows up, total FUM slumps

KARREN VERGARA  |  FRIDAY, 17 FEB 2023
GQG Partners reported positive inflows for its local business but saw profit and overall assets under management decline across the board. Total assets under management slumped 3.5% to US$88 billion ($128bn), according to full-year results ending December ...
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