SUSTAINABLE FUNDS

Funds management

Magellan Financial Group has terminated three funds in its Core Series, including a sustainable fund and ESG fund, having determined they are “unlikely to achieve the nec...

Funds management

Investors in Australia and New Zealand allocated US$640 million to sustainable funds in the third quarter of 2024, reversing outflows of US$555 million in the previous q...

Funds management

Demand for ESG ETFs has declined, with Global X reporting that the popularity of ESG funds is at the lowest level since 2014....

Funds management

A new EY report highlights six key trends shifting the Australian ETF industry, from new issuers penetrating the market to a record-breaking number of active products. ...

Funds management

Following changes to a Schroders sustainable fund, JPMAM has announced it will close two of its sustainable strategies....

Funds management

Australian and New Zealand sustainable funds saw outflows of more than $1.2 billion in the second quarter of 2024, according to Morningstar, with active strategies accoun...

Funds management

Robeco has launched two new equity strategies and transitioned two of its existing fixed income funds to give investors greater exposure to the sustainable transition....

Funds management

Self-reporting issues to ASIC could lead to a reduced charge for a fund manager but it may not exempt them from enforcement action altogether, according to ASIC chair Joe...

Funds management

Strong outflows from Vanguard for the second consecutive quarter have affected the assets in Australasian sustainable funds, which stood at $41 billion in the second quar...

Funds management

While Europe steams ahead with sustainable investment, Australian investors sit on two ends of the ESG spectrum when it comes to sustainable funds, according to ClearBrid...

Funds management

Morningstar research has seen inflows to sustainable funds fall by 91 per cent in the past quarter, with passive giant Vanguard reporting rare net outflows after the firm...

Funds management

Despite the average responsible fund outperforming the Australian share market, investors are deterred from these funds due to lack of awareness, understanding, and green...

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Funds management

A Morningstar report on sustainable investing showed it was classed as ‘socially conscious’ and had no negative effect on overall investment performance....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 3 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

1 week 5 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

5 days 10 hours ago

A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 fo...

4 weeks 1 day ago