realised

Investment Strategy

Life settlements struggle with own success

The Queensland-based Life Settlements Wholesale Fund topped $1 billion under management during March, but its 1000 per cent growth in a year has put pressure on returns. Seed investment from seven Australian institutional clients, including Victorian Funds Management Corporation and four large super funds, has seen life settlements become one of the industry’s fastest growing […]
Investment Strategy

Life settlements struggle with own success

The Queensland-based Life Settlements Wholesale Fund topped $1 billion under management during March, but its 1000 per cent growth in a year has put pressure on returns. Seed investment from seven Australian institutional clients, including Victorian Funds Management Corporation and four large super funds, has seen life settlements become one of the industry’s fastest growing […]
Investment Strategy

Boutiques and GARP managers found most CGT efficient

Small boutiques and growth-at-a-reasonable-price Australian equity managers have achieved the biggest reductions in realised short-term capital gains since the ‘12 month rule’ came into effect in September 1999, a study by the Australian School Of Business (UNSW) has discovered. The study, ‘Do Active Fund Managers Care About Capital Gains Tax Efficiency?’ by UNSW associate professor […]
Investment Strategy

Boutiques and GARP managers found most CGT efficient

Small boutiques and growth-at-a-reasonable-price Australian equity managers have achieved the biggest reductions in realised short-term capital gains since the ‘12 month rule’ came into effect in September 1999, a study by the Australian School Of Business (UNSW) has discovered. The study, ‘Do Active Fund Managers Care About Capital Gains Tax Efficiency?’ by UNSW associate professor […]
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