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Showing 1 - 10 of 198 results for "Unhedged"

Financial services investment leaders celebrated

STAFF WRITER  |  FRIDAY, 12 JUN 2026
... Advisors was honoured for the Dimensional Australian Sustainability Trust and the Dimensional Global Sustainability Trust (Unhedged Class Units). First Sentier took home two awards for the RQI Emerging Markets Value - Class A, and RQI Global Value - ...

Plato launches global shares ETF

MATTHEW WAI  |  MONDAY, 18 MAY 2026
... dividend rotation strategy targeting monthly income distributions and tracks the MSCI World ex Australia Net Returns Unhedged Index, Plato said. The launch of PGI2 is in response to increasing demand for income diversification and convenient listed access ...

Aussie active equity managers lack persistent outperformance: SPIVA

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... 14.5%, with an 86% underperformance rate. Over the 10- and 15-year periods, all funds underperformed in both hedged and unhedged categories.

AGP, Muzinich & Co. debut private credit ETF

KARREN VERGARA  |  WEDNESDAY, 1 APR 2026
... Muzinich & Co. portfolio manager Ji He spearheads the strategy, which aims to outperform the S&P BDC Index USD Price Return (Unhedged). New York-based global corporate credit specialist Muzinich & Co had a total of $59 billion in funds under management ...

Vanguard launches three new funds

ELIZA BAVIN  |  WEDNESDAY, 4 MAR 2026
... equity markets with the launch of three S&P 500 Index funds. The Vanguard S&P 500 US Shares Index ETF (ASX: V500) is an unhedged ETF; the Vanguard S&P 500 US Shares Index (Hedged) ETF (ASX: V5AH) is a currency-hedged ETF designed to reduce the impact ...

Quay Global lists two active ETFs

ANGELIQUE MINAS  |  MONDAY, 24 NOV 2025
Quay Global Investors (Quay) launched two new actively managed ETFs. The Quay Global Real Estate Fund (Unhedged) Active ETF and the Quay Global Real Estate Fund (AUD Hedged) Active ETF are available for trading on the ASX from today. The two funds will ...

T. Rowe Price brings research equity strategy down under

MATTHEW WAI  |  WEDNESDAY, 30 JUL 2025
... exposure to "extreme style" or "sector leadership changes" across different markets and has launched in both hedged and unhedged Australian Unit Trust solutions. T. Rowe Price head of Australia and New Zealand Darren Hall said Australian investors will ...

TelstraSuper Balanced option makes 9.3%

KARREN VERGARA  |  FRIDAY, 11 JUL 2025
... experienced positive returns. The MSCI World excluding Australia Index returned 3.8% on a currency hedged basis and 2.5% in AUD unhedged terms. The best-performing major foreign equity market was the Japanese Nikkei 225 returning 6.8% while the worst ...

Mercer SmartPath returns exceed 12%

KARREN VERGARA  |  TUESDAY, 8 JUL 2025
... billion in savings. More than 60% of member funds is invested in equities, the lion's share of which (34%) is in global unhedged equities. About 7% sits in infrastructure, 8% is in property and 13% is in fixed income. Miller commented: "As we look ...

Local assets help deliver 12% for ART

KARREN VERGARA  |  WEDNESDAY, 2 JUL 2025
... its Balanced option and 11.9% p.a. for its High Growth option. At the individual option level, the International Shares Unhedged Index returned the highest at 16.5% p.a. and the hedged version delivered 12% p.a. The Australian Shares Index returned 13.4% ...
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