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Showing 1 - 10 of 103 results for "Value Fund"

UBS, RQI deliver for EM investors: Rainmaker

KARREN VERGARA | FRIDAY, 5 DEC 2025

Actively managed emerging market strategies outperformed other assets classes, according to new Rainmaker Information research, with funds from UBS and RQI Investors leading the pack. Emerging market funds delivered 21.1% p.a. in the 12 months to September ...

ClearBridge launches three active ETFs

KARREN VERGARA | TUESDAY, 15 APR 2025

... launched three actively managed ETFs focused on global infrastructure on the ASX. The ClearBridge Global Infrastructure Value Fund Active ETF (ASX: CUIV), Global Infrastructure Value Fund (Hedged) Active ETF (ASX: CIVH) and Global Infrastructure Income ...

CFS awards equity, infrastructure mandates

KARREN VERGARA | TUESDAY, 26 NOV 2024

... ClearBridge declined to disclose the size of the mandate. The CFS fund mirrors the ClearBridge RARE Infrastructure Value Fund - Hedged, which invests in listed infrastructure securities in gas, electricity and water utilities, renewables, toll-roads ...

Top 10 Australian share funds of FY24

ANDREW MCKEAN | MONDAY, 29 JUL 2024

... High Conviction Equity Fund, which reported a 20.5% return, earned fourth position. Meanwhile, the Forager Australian Value Fund closed out the top five with a 19.9% return. Hyperion Australian Growth was sixth with a 19.5% return and it also ranked ...

AWAG invests in advice firm, adds to network

KARREN VERGARA | MONDAY, 8 JUL 2024

The Australian Wealth Advisors Group (AWAG) has taken a stake in Melican Financial Planning and added Murdoch Private Wealth to its licence. ASX-listed AWAG took a 20% stake in Melican Financial Planning, a firm that provides accounting, mortgage broking ...

Partners Group launches private infra fund

KARREN VERGARA | WEDNESDAY, 26 JUN 2024

... $4.5 billion on behalf of private wealth clients in the country across a range of strategies, including its Global Value Fund and Global Income Fund. Nicholas Kuys, managing director and head of infrastructure asset management for APAC at Partners Group ...

ASIC concerns see 18 funds update advertising materials

JAMIE WILLIAMSON | THURSDAY, 8 SEP 2022

... and the returns of the index the fund intends to track. Collins St Asset Management also updated materials for its Value Fund after ASIC found the advertising didn't source or date the claim that the fund was 'best performing' and presented past returns ...

LICs, LITs move away from Aussie equities

ANNABELLE DICKSON | THURSDAY, 18 NOV 2021

... Management launched the Lanyon Investment Company Limited which mirrors the strategy of the 11-year-old Lanyon Australian Value Fund.

360 Capital bids for property fund manager

KARREN VERGARA | TUESDAY, 19 OCT 2021

... agreement with ESR Real Estate Australia to buy its assets in IAP's portfolio. 360 Capital recently wound up its Active Value Fund and sold Ralton Asset Management. The Active Value Fund was launched in November 2019. Ralton AM was also a recent ...

Lanyon hires from Platinum

ELIZABETH MCARTHUR | MONDAY, 27 SEP 2021

... to Lanyon make him the ideal candidate to manage global equities in both this ASX-listed company and Lanyon Global Value Fund," Prescott said. "He shares our long-term vision to deliver strong investment returns to our clients."

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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