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Showing 1 - 10 of 14 results for "Sustainable Equity Fund"

Equity managed funds in record outflows: Calastone

KARREN VERGARA  |  TUESDAY, 11 JUL 2023
Investors abandoned unlisted managed equity funds in record amounts in the June quarter, data from Calastone reveals, as they look to cash and fixed interest for security. Some $2.8 billion is the largest outflow Calastone has recorded in the last five ...

Alphinity debuts two funds on the ASX

RACHEL ALEMBAKIS  |  WEDNESDAY, 8 FEB 2023
... Investment Management has listed two funds on the ASX in a bid to reach retail investors. The Alphinity Global Sustainable Equity Fund (XASG) is a diversified portfolio of 25-40 leading global sustainable listed companies that Alphinity deems as having ...

AXA IM adds to ESG fund suite

RACHEL ALEMBAKIS  |  MONDAY, 16 MAY 2022
... are designed to offer wholesale investors access to sustainable portfolios. They join AXA IM's flagship Sustainable Equity Fund, which was launched in Australia in 2014. The AXA IM Green Bond Fund seeks to bring income and growth for investors from an ...

Alphinity lowers global equities fund fees

JAMIE WILLIAMSON  |  THURSDAY, 7 APR 2022
... fees, outperforming the MSCI World Net Total Return Index (AUD) return of 11.9% p.a. The Alphinity Global Sustainable Equity Fund takes the same approach as the flagship global fund but also applies rigorous sustainable and ESG methodology. Incepted ...

Macquarie AM, Mirova seal distribution deal

JAMIE WILLIAMSON  |  MONDAY, 14 MAR 2022
... options, Mirova is partnering with Macquarie Asset Management. The partnership will see the Mirova Global Sustainable Equity Fund distributed via the Macquarie Professional Series, expanding Mirova's wholesale footprint in Australia. It marks the first ...

Alphinity launches new fund

ELIZABETH MCARTHUR  |  THURSDAY, 22 JUL 2021
... Alphinity Investment Management has launched a new global sustainable strategy. The new Alphinity Global Sustainable Equity Fund retains the concentration and investment approach of the existing Alphinity Global Equity Fund, which has returned 14.4% ...

Alphinity adds to global equities team

ANNABELLE DICKSON  |  MONDAY, 5 JUL 2021
... Masters will help manage the $4 billion Alphinity Global Equity Fund and the newly launched Alphinity Global Sustainable Equity Fund. Alphinity Global portfolio manager Jonas Palmqvist said he and the global portfolio management team are delighted to ...

Australian equities funds downgraded

ANNABELLE DICKSON  |  MONDAY, 1 MAR 2021
Morningstar's latest report card for Australian equities funds has downgraded more funds, including strategies from Pendal and Fidelity, than it upgraded. Morningstar's latest Australian Equities Sector Wrap downgraded 10 funds, upgraded nine and commenced ...

Natixis launches racial equity strategy

KARREN VERGARA  |  TUESDAY, 19 JAN 2021
... strategy is currently not available to Australian investors. The fund manager's recently launched Global Sustainable Equity Fund, managed by Mirova, is available to the local market.

Global manager shuts fund

KANIKA SOOD  |  FRIDAY, 5 JUN 2020
... the Global Dynamic Equity Plus fund have selected to transition their investments to AXA IM's Global Sustainable Equity Fund," a spokesperson for AXA IM in Australia said. In a recent report from Morningstar, two ethical-themed funds - AXA IM Sustainable ...
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