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Showing 1 - 10 of 326 results for %22P200 Accumulation Index%22

Forager schedules LIT delisting

KARREN VERGARA  |  MONDAY, 8 APR 2024
... mulled over "what the perfect future structure looks like". FOR aimed to outperform the S&P/ASX All Ordinaries Accumulation Index over a rolling five-year period with a concentrated portfolio of ASX-listed stocks. It returned 19.76% in the year to March ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... recorded improved growth in the second half of 2023 with a 7.6% increase in the value of the ASX / S&P 200 Accumulation Index, giving an annual growth rate of 12.11% in 2023," Milliman practice leader, Australia Victor Huang said. "The subsiding inflation ...

Vanguard Super hits $1bn, soft launches pension product

JAMIE WILLIAMSON  |  WEDNESDAY, 28 FEB 2024
... comprising an account-based pension, SpendSmart, and a transition to retirement option, TransitionSmart. Like the accumulation product, they both offer the choice of a default Lifecycle option, or more confident investors can elect specific investment ...

Super funds defend controversial weapons holdings

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... companies that produce defence intelligence and weapons-related solutions. For the period ending June 2023, Aware's Accumulation Growth option, had some $24.7 million in BAE and $6.4 million Honeywell. It held $613,000 in Thales and $137,000 in Elbit. ...

WAM launches unit trust, names RE

CHLOE WALKER  |  TUESDAY, 24 OCT 2023
... to be made available outside of the 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 ...

Three actively managed funds shutter

KARREN VERGARA  |  FRIDAY, 20 OCT 2023
... is shuttering after 14 years. 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 ...

Young Aussies flock to SMSFs

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
... members. In contrast, nearly one in two members over 65 years old in APRA funds still have their entire balance in accumulation phase. Only one in eight Class members over 65 have their entire balance in accumulation. "While this in part reflects the ...

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... the increase to the steady growth in investment markets during the first half of 2023, with the ASX/S&P 200 Accumulation Index rising 4.51%. "Volatility has trended downwards in the first half of 2023 for the US and Aussie markets, with Europe peaking ...

New boutique hires EQT as RE

KARREN VERGARA  |  MONDAY, 31 JUL 2023
... will launch in September, and invests in smaller Australian companies and tracks the S&P/ASX Small Ordinaries Accumulation Index. The boutique is headed by Jarred Rubin as chief executive and managing director and chief investment officer Michael Skinner. ...

Hostplus tops up mandate, returns 8% to members

CASSANDRA BALDINI  |  TUESDAY, 18 JUL 2023
... university research," he said. The mandate boost comes as the fund confirmed an 8% return was generated for MySuper accumulation members, while pension members fared slightly better with a return of 8.95%. While it was one of the few funds to see a positive ...
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