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Showing 1 - 10 of 229 results for "Unlisted assets"

Public and private markets set for convergence: JPMAM

ELIZA BAVIN  |  THURSDAY, 29 OCT 2026
... institutional portfolio construction, particularly as Australian super funds continue to increase their exposure to unlisted assets. Laskowitz suggested an allocation of between 20% and 30% to alternative investments could provide "a good starting point" ...

ASX turns up heat on Clime Capital following KPMG scrutiny

KARREN VERGARA  |  TUESDAY, 20 OCT 2026
The ASX has also raised concerns over Clime Capital's valuation of its unlisted assets portfolio and the qualified opinion that was eventually handed down by its auditor KPMG. The bourse sought clarification on how Clime Capital came to value its ...

Three super funds fined for misleading investment options

KARREN VERGARA  |  WEDNESDAY, 9 SEP 2026
... $118,800. From 10 July 2025 to at least 15 October 2025, ART represented in its online member portal that its unlisted assets investment option was invested 100% in unlisted assets and alternatives. ASIC found that about 5% of the option was invested ...

Spaceship Super ups fees on private credit exposure

RIDDHIMA TALWANI  |  THURSDAY, 6 AUG 2026
... equities and bonds are expected to behave in current market conditions," Spaceship Super said. "The addition of unlisted assets - specifically Australian unlisted property and private credit - is expected to improve risk-adjusted returns and provide ...

UniSuper backs tech despite AI caution

VINNY VUCAGO  |  FRIDAY, 17 JUL 2026
... from fundamentals. "I am particularly concerned about the valuations I see in some of these private markets, the unlisted assets," he said. "The two best examples I can give you are OpenAI and Anthropic... these are companies that are actually losing ...

Super 'safest' entry in private market for retail investors: Morningstar

RIDDHIMA TALWANI  |  THURSDAY, 28 MAY 2026
... cost of their private investment portfolios," Morningstar said. Overall, the super sector's allocation to unlisted assets averaged about 16.5% as of June 2025. Industry funds continue to maintain a materially higher allocation to unlisted assets ...

ART overhauls death and TPD insurance fees

RIDDHIMA TALWANI  |  FRIDAY, 15 MAY 2026
... strategic allocation to Australian shares by 1% and increasing allocation in international shares by 0.75% and unlisted assets and alternatives category by 0.5%. It will increase its fixed income allocation by 0.75% and reduce cash holdings by 1%.

Vision Super to close Diversified Bonds option

KARREN VERGARA  |  WEDNESDAY, 6 MAY 2026
... be invested in the Cash option on that date. Vision Super recently appointed Jonathan Stagg as its new head of unlisted assets. Stagg came from Zenith Investment Partners, which he joined in November 2023 as part of the real assets research team. He ...

Rest strengthens investment approach, digital member services

MATTHEW WAI  |  THURSDAY, 16 APR 2026
... said AI is reshaping how economies grow and how people work - and it's happening faster than expected, while its unlisted assets, including private equity and infrastructure, performed strongly over the quarter and helped offset returns from shares and ...

FEATURE: Private equity | Time to deploy

ELIZA BAVIN  |  TUESDAY, 14 APR 2026
... fund is feeling positive about the opportunities the PE market can provide members. "ART is a big advocate of unlisted assets. More generally, we have a very large unlisted portfolio, but there's really three main reasons as to why we believe in ...
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