SIMON SHIELDS

Funds management

Monash Investors has initiated a short position on Magellan as it is concerned the firm will get significantly smaller in light of its underperformance. ...

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Funds management

Moving away from a closed-ended structure into an active exchange traded fund has been a successful move for the firm as it reports its first results in the new structure...

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Features

Last year’s volatility has prompted several listed investment vehicles to move away from the structure but firms operating them say there are still benefits, writes Laura...

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Funds management

The Listed Investment Companies and Trusts Association has disputed claims made by Monash Investors that the closed-ended structure is difficult to run, indicating the st...

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Funds management

The firm has completed a three-year effort to restructure its Monash Absolute Investment Company into an exchange traded managed fund, admitting it was a mistake to opt f...

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago