Search Results | Showing 1 - 10 of 340 results for %22Inception Asset Management%22 |
| | ... time of writing, peaking about at $2.09 in 2018. FOR has returned 19.8% in the last year and 9.5% p.a. since its 2009 inception. "The 2019 financial year handed us some important lessons about the importance of portfolio liquidity that had nothing to ... |
| | | ... blend of relevant indices; over one year it's returned 7.95% post-fees versus the benchmark's 12.98% and since inception it's underperformed the benchmark by close to 1% per annum. "The fund's small size means that it has high running ... |
| | | ... Minimum investment amount was $500,000. Portfolio manager Jim Taylor has overseen the fund since its 8 January 2003 inception. Analyst Oliver Renton began co-managing the fund in 2022, taking over from Andrew Waddington. A fee comparison dated June 2021 ... |
| | | ... According to the fund's factsheet, as at January end it had $494 million in funds under management. Since its May 2019 inception, it had outperformed the MSCI Emerging Markets New Total Return Index, recording a return of 3.79% against the index's 2. ... |
| | | ... has waned in recent years, with a three-year return of -2.9%. An investor who placed $10,000 in the fund at its 1995 inception would now have about $106,000. Schroders said it expects to have completed the sale of the fund's assets later this week. |
| | | ... end, the fund had just $9.36 million in funds under management - about half what it had in June 2022. Since its 2007 inception, it has failed to outperform the benchmark, achieving 5.08% against the 1-Year Bank Bill Swap Rate's 5.21%. The KFM Income ... |
| | | ... LIC structure. To August end, this strategy outperformed the S&P/ASX 200 Accumulation Index by 5.2% per annum since inception. EQT executive general manager, corporate and superannuation trustee services Andrew Godfrey said: "We are excited to be selected ... |
| | | ... It returned 11.6% in the year to June 2023 and aimed to beat the S&P/ASX 300 Accumulation Index. Total returns since inception stood at 7.9% as at September. The fund's responsible entity Australian Unity said it has suspended new investor applications ... |
| | | ... accretive to performance, he said. Weekly estimates as of October 13 shows that MGF recorded a NAV of $1.93. Since its inception in 2020, MGF has returned 4.4% per annum, while the MSCI World Net Total Return Index achieved 10.1%. MGF shares the same ... |
| | | ... companies. About 25% is in financials, 22% in materials, and 12.2% in industrials. The strategy has returned 10.04% since inception. |
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