Evolution of managed accounts
Enhanced investment options and changes to product pricing are making managed accounts more affordable and accessible to lower balance clients, writes Colonial First State’s Bryce Quirk. After alm
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Enhanced investment options and changes to product pricing are making managed accounts more affordable and accessible to lower balance clients, writes Colonial First State’s Bryce Quirk. After alm
The latest Mergers & acquisitions outlook news, articles and analysis from theBrisbane Times
The latest Mergers & acquisitions outlook news, articles and analysis from theThe Sydney Morning Herald
Fund manager recruits new portfolio manager — 1 minute read 19 July 2021 Pengana Capital Group’s High Conviction Equities Fund has confirmed the appointment of a new portfolio manager. Jeremy Bendeich joins the fund manager’s investment team having previously worked as portfolio manager of the UBS Australian Small Companies Fund and an investment analyst for Colonial First State. Mr Bendeich will work alongside investment manager James McDonald on the High Conviction Equities Fund, which holds no more than 20 Australian and global companies at any ...
The firm, which had $5 billion in assets under management, would now be run by Allfrey and Raaz Bhuyan who joined the firm as a principal in 2014, also from Colonial First State. It ran a flagship Australian Share fund which was launched in 2006 followed by Absolute Return then the Dynamic Australian Equity launched in 2009. The Dynamic fund was the winner in the Long/Short Equities category at last year’s Money Management Fund Manager of the Year awards. According to FE Analytics, the Australian Share fund had returned 27.1% over one year to 31 May versus returns of 28.2% by the Australia...