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Showing 1 - 10 of 141 results for "Ords"

Ord Minnett poaches Perpetual advisers amid hiring spree

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
Ord Minnett (Ords) has added nine new senior advisers to its ranks - seven from Perpetual and two from FIIG Securities - as part of a broader push to grow its client and adviser base. Former Perpetual partners Malissa Tobias, Mark Heffernan, and Con ...

Monash Investors merges with DMX AM

ELIZA BAVIN  |  TUESDAY, 13 AUG 2024
... Monash Investors reported that its Small Companies Fund rose 1.2% after fees for the month of July, lagging the S&P/ASX Small Ords return of 3.5%. However, Monash said it was awaiting most of the company results which comes out over the month of August. ...

Aussie income equities fare well amid turmoil

JAMIE WILLIAMSON  |  MONDAY, 14 NOV 2022
... median return can be seen in small cap Australian equities at -20.1%, though this was still better than the S&P ASX Small Ords Accumulation Index which recorded -22.6%. The fund with the best return here was the Perpetual Smaller Companies Fund on -0.2%. ...

More than 1700 advisers gone already

JAMIE WILLIAMSON  |  FRIDAY, 1 JUL 2022
... the last six months - the most of any AFSL but likely due to its acquisition of E.L. & C. Baillieu. However, over 12 months Ords lost advisers and it is Centrepoint Alliance that has had the most advisers join since last July at 61. Finally, there was ...

Ord Minnett announces Perth office launch

CASSANDRA BALDINI  |  FRIDAY, 17 JUN 2022
... office signals our commitment to provide holistic, tailored advice to West Australians for generations to come," he said. "Ords has a long history of assisting our clients build and manage their wealth, and our financial advisers in our Perth office ...

Magellan, Platinum dropped in S&P/ASX rebalance

JAMIE WILLIAMSON  |  MONDAY, 6 JUN 2022
... indices are all rebalanced quarterly. Meanwhile, the ASX 300 is rebalanced semi-annually in March and September, and the All Ords is rebalanced once a year in the March quarter.

Aussie small-cap fund returns 40%

KARREN VERGARA  |  FRIDAY, 11 MAR 2022
... Rainmaker's research on the wholesale funds sector as at January 2021 reveals, outpacing its competition and the S&P ASX Small Ords Accumulation Index's performance of 10.1% p.a. On a median basis, the small-caps sector posted 15.4% p.a. over ...

Aussie investors retain home bias: Report

CHLOE WALKER  |  WEDNESDAY, 12 JAN 2022
... investors for the local share market for both capital gains and yields. The average capital gains expectations for the All Ords have fluctuated between 0% and 8% over the past year, settling at around 4.3% in July-October 2021 as the market tests all-time ...

FinClear wins Ord Minnett mandate

KARREN VERGARA  |  MONDAY, 18 OCT 2021
... self-clearing." "I'm so delighted that after extensive discussions and due diligence with us, they have instead decided to stay. Ords is a mainstay of the Australian wealth management landscape, and we look forward to serving them," he said. Last ...

HGL relaunches fund to wholesale investors

KARREN VERGARA  |  THURSDAY, 2 SEP 2021
... It targets a return of 15% per annum before fees and consistently outperformed the Australian equity market and ASX Small Ords Accumulation index. In the year to 30 June 2021, it returned 38% (after all fees), beating the ASX200 by 15%. The fund, which ...
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