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Showing 1 - 10 of 293 results for "Unit trust"

Gold ETFs outshine large caps: Research

KARREN VERGARA  |  THURSDAY, 10 JUL 2025
... other hand ran the best international fixed interest fund. Topping the emerging markets category, the India 2030 Fund unit trust delivered 29% p.a. over a three-year period and made 21.6% p.a. over the 12 months.

Blue Owl launches fund to sophisticated investors

KARREN VERGARA  |  TUESDAY, 8 JUL 2025
... Blue Owl has launched for local investors since it began building out its presence in Australia in 2023. The unlisted unit trust invests in Blue Owl Credit Income Corp (OCIC), a private credit strategy that invests in a diversified portfolio of predominantly ...

DomaCom Fund names new RE

KARREN VERGARA  |  THURSDAY, 19 JUN 2025
... estate across the NDIS, residential and commercial sectors. It invests in underlying mortgage funds which invest in a unit trust with underlying exposure to registered mortgages. Assetora chair Giuseppe Porcelli said: "This decision by unitholders reflects ...

Financial Standard names Investment Manager of the Year

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
Financial Standard has named the winners of its 2025 Investment Leadership Awards, recognising the best investment managers across Australian and international equities, property, infrastructure, fixed income, and multi-asset categories. The Financial ...

Most investment managers see outflows - but who captured the most?

ANDREW MCKEAN  |  THURSDAY, 22 MAY 2025
Over the past year, most investment managers recorded net outflows, however, a few defied that trend in a big way, netting over $1 billion, according to Rainmaker Information. Of the 160 managers in Rainmaker's database, 90 had net outflows, with a ...

Bennelong partners with Allspring for fund launch

ELIZA BAVIN  |  THURSDAY, 15 MAY 2025
... income strategy across Australia and New Zealand. Bennelong expects to launch the Allspring Global Income Fund as a unit trust in June this year, offering daily liquidity, and broad access for local investors. Allspring has $930 billion (US$600bn) of ...

ART extends exclusions in Socially Conscious option

ELIZA BAVIN  |  MONDAY, 12 MAY 2025
Australian Retirement Trust (ART) will extend its list of exclusions for the Socially Conscious Balanced option to also apply to direct investments in listed corporate-issued debt in fixed income investments. The change, which comes into effect July ...

Pinnacle affiliate launches offshore version of smaller companies fund

ANDREW MCKEAN  |  WEDNESDAY, 23 APR 2025
... invested assets, aims to outperform the MSCI World Small Cap Net Index. Since its inception in June 2022, the Australian unit trust version of the fund has returned 18.7% per annum after fees (in AUD), outperforming the benchmark by 6.9% annually to ...

Oreana targets early education assets with new fund

MATTHEW WAI  |  MONDAY, 24 MAR 2025
... announced its expansion to Australia last month, unveiling the Professional Partners Fund, a close-ended Australian unit trust, to seek growth among local professional services. It is targeting an initial capital raise of $30 million and expects to raise ...

Resolution Capital to list second active ETF

JAMIE WILLIAMSON  |  FRIDAY, 21 MAR 2025
... Active ETF (RIIF) will launch on the ASX on Tuesday, March 25. The new offering provides direct listed access to the unit trust of the same name, a portfolio of fewer than 40 companies that provide essential infrastructure services across the globe. ...
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