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Showing 1 - 10 of 419 results for %22Strategic Income Fund%22

First Sentier axes investment units, AUM takes $14bn hit

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... its benchmark reported -0.6%. More recent Rainmaker data in the year to December 2023 shows that the First Sentier WS Strategic Cash Fund lost $1.3 billion in net outflows. The First Sentier Australian Small Companies Fund lost $221 million for the period ...

Allianz Retire+ names wealth management distribution chief

KARREN VERGARA  |  MONDAY, 25 MAR 2024
... distribution partners, and other market participants. Prior to that Rodda spent four years at Macquarie contributing to the strategic growth of the business as associate director. Allianz Australia Life Insurance chief executive Adrian Stewart said Rodda ...

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... self-administering an SMSF, presenting a significant business opportunity to planners," Chris Hill, national manager, strategic relationships at AUSIEX said. The share of new accounts opened by advisers for millennials rose 3.85% by comparison, though ...

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... continue to be the most widely used structure for implementation (80% cite this). Sixty per cent of these solutions are strategic asset allocation, indicating these are long term investment solutions," Schaffer said. "Financial advisers mainly use managed ...

Australian Ethical posts strong half-year result

ANDREW MCKEAN  |  FRIDAY, 23 FEB 2024
... While expenses saw a 23% increase, primarily due to investments in growth and operational enhancements, the firm's strategic focus remains on improving its cost-to-income ratio and delivering long-term shareholder value. Australian Ethical also announced ...

ESSSuper welcomes strategy lead

ELIZABETH FRY  |  FRIDAY, 23 FEB 2024
... insights. Rosalyn deVries is taking up a senior leadership position that will be pivotal in shaping the asset owner's strategic direction and driving data-driven decision-making. In the new role, deVries will lead a team of data scientists and research ...

GQG records US$10bn in inflows, eyes Abu Dhabi office

ANDREW MCKEAN  |  FRIDAY, 16 FEB 2024
... that all strategies outperformed their respective benchmarks on a three- and five-year basis. Carver also announced the strategic initiative of launching an office in Abu Dhabi, viewing the Gulf region as critical for asset growth and investment opportunities. ...

Prime to acquire boutique fund manager

KARREN VERGARA  |  MONDAY, 12 FEB 2024
... that is highly focused on being a leading provider of alternative assets. The transaction is an exciting and important strategic step forward for our clients and employees."

Unlisted asset valuation practices under review

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2024
... the broad market about these dimensions would be very useful." Elsewhere, APRA expects to finalise the updated SPS 515 Strategic Planning and Member Outcomes guidance in the coming months and will also review RSE licensees' self-assessments in relation ...

Insignia Financial touts strong start to FY24, simplification

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
... of investor accounts using them. "We have made a strong start to the financial year and solid progress on the FY24-26 strategic initiatives announced in July 2023," chief executive Renato Mota, who is set to depart next month, said. "We continue to see ...
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