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Showing 1 - 10 of 15 results for "Unhedged Fund"

4D Infrastructure launches currency hedged fund

CHLOE WALKER  |  TUESDAY, 2 AUG 2022
... or implicit." According to Shaw, the Hedged Fund will be managed according to the same investment strategy as the Unhedged Fund, which has returned 8.81% p.a. since its inception in 2016. "We'll continue to manage both funds in line with our proven strategy ...

Quay unveils currency hedged fund

KARREN VERGARA  |  WEDNESDAY, 2 FEB 2022
... themes of global real estate," they said. The new fund is managed according to the same investment strategy as the unhedged fund, which has returned 13.92% p.a. since its inception in 2014, above its medium-term investment objective of inflation +5% ...

ClearBridge launches unhedged fund

ANNABELLE DICKSON  |  TUESDAY, 22 JUN 2021
... $403 million hedged version of the fund has returned around 14% per annum in the 12 months to May 31. The recently unhedged fund currently has $284 million in funds under management. The ClearBridge RARE Infrastructure Income Fund - hedged recently won ...

Morningstar ratings tally for global equities

KANIKA SOOD  |  FRIDAY, 25 SEP 2020
... (Platinum Capital Limited, Platinum Global Fund, Platinum International ETF, Platinum International Fund and Platinum Unhedged Fund). Other downgrades included the Acadian Wholesale Global Equity Long Short, Arrowstreet Global Equity Hedged/ Arrowstreet ...

Legg Mason subsidiary cuts performance fees

ALLY SELBY  |  THURSDAY, 16 JUL 2020
A subsidiary of Legg Mason has cut performance fees for two of its value funds, after recording negative returns during the COVID-19 crisis. RARE Infrastructure, a listed infrastructure manager, removed performance fees on its value funds, both hedged ...

Platinum funds leak over $100m

KANIKA SOOD  |  THURSDAY, 8 AUG 2019
... underperformed the benchmark over one year to June end. The $54 million outflows include its international Fund, the Platinum Unhedged Fund, Platinum Asia Fund, Platinum European Fund, Platinum Japan Fund, Platinum International Brands Fund, Platinum ...

Maple-Brown Abbott fund gets ratings tick

DARREN SNYDER  |  WEDNESDAY, 10 AUG 2016
... viewed "as a positive, believing this is indicative of a commonly held set of beliefs." Since inception in 2012, the unhedged fund has outperformed its benchmark by 16.7% on an annualised basis. Over the same period the fund has exhibited less volatility ...

Former Platinum deputy CIO sets up new boutique

MARK SMITH  |  THURSDAY, 19 MAR 2015
... was a portfolio manager of the flagship Platinum International Fund. He also had responsibility for the Platinum Unhedged Fund (Jan 07 to May 14), achieving 6% per annum outperformance after fees and for the Platinum Japan Fund (Jan 08 to Nov 14), achieving ...

Grant Samuel reaches milestone with shareholder yield funds

JAMES FERNYHOUGH  |  TUESDAY, 18 JUN 2013
... dividends". Over the five year period since it was started, the hedged fund has returned 7.22% per annum, while the unhedged fund has returned 3.77%. But recent rates of return are much higher. Over the last year, the hedged fund has returned 25.67% ...

Platinum board restructure, Neilson steps down as CIO

ALICE URIBE  |  THURSDAY, 9 MAY 2013
... chief investment officer. He has worked for Platinum since 2000 and is the manager of Platinum Japan fund, Platinum Unhedged fund and manages a portion of the flagship fund. "The Board recognises that we will now have four memeber of the executive team ...
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