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What a good question! And it’s good news not bad… The EIGA share price (but really it’s a unit price) is made up of two things: the value of the underlying shares held by the fund; plus dividend income that has been received by the fund...

eInvest, a distributor of exchange traded managed fund solutions, has launched Australia’s first actively managed ESG exchange traded fund (ETF).  The new fund, eInvest Future Impact Small Caps Fund (IMPQ) is also Australia’s first Small Cap Active ESG ETF and is managed by affiliate, Perennial Value Management. The...

Sydney-based Perennial Value Management is launching an actively managed Australia and New Zealand small cap ESG ETF. It’s the first active ESG ETF to hit the Australian market. The eInvest Future Impact Small Caps Fund (Managed Fund) (IMPQ), which began trading today, will attempt to outperform...

Exchange traded managed fund solutions distributor, eInvest, has launched its first actively managed environment, social, governance (ESG) exchange traded fund (ETF), eInvest Future Impact Small Caps Fund (IMPQ). The new fund, which would be managed by Perennial Value Management, would be looking at both Australian and...

That old line that “a week is a long time in politics” was never more true than in the case of Scott Morrison’s surprise election win on May 18. After weeks of argy-bargy about abolishing franking credits for zero taxpayers, as Labor had proposed, in the...

New fund (ASX ticker: IMPQ) helps clients achieve their investment goals while making a positive social impact Sydney, Australia (May, 23 2019) – eInvest, a distributor of exchange traded managed fund solutions, has launched Australia’s first actively managed ESG exchange traded fund (ETF) . The new...

With the unexpected – or as one particular person described it “miraculous” – Coalition election victory, the storm clouds of dividend franking reform have cleared.  So now we can sleep well at night knowing we can bank out franking credits, let’s have a look at...

Interest in ESG or “environment, social and corporate governance” issues has increased greatly in recent years. It has been driven by a number of factors, including investors seeking to avoid reputational risk which has been more prominent following news events such as the Hayne royal commission,...

One investment firm has said that in its current form the proposed Labor changes to the franking credit regime do not pass the fairness test for Australian investors. At an investment day, Stephen Bruce from Perennial Value Management Limited said that while an economic argument could...

When it comes to equity markets, it appears active US large cap managers in particular seem to struggle to outperform comparative passive strategies after fees. Are the fixed income folks smarter and better at what they do than their equity counterparts? As a fixed income person...