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[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] IMPQ Monthly Report IMPQ finished the month up 1.1% net of fees, outperforming the benchmark return by 1.6%. Since inception in May 2019, the Fund has delivered a +7.9% p.a. return net of fees, outperforming the benchmark by...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] IMPQ Monthly Report IMPQ finished the month up 2.9% net of fees, outperforming the benchmark by 0.3%. Since inception in May 2019, the Fund has delivered +6.7% return net of fees, outperforming the benchmark by +3.9% p.a after...

The growth in passive index investing has been driven by two fundamental facts:  lower management fees and better performance. According to S&P’s annual SPIVA survey: “In 2018, apart from the Australian mid- and small-cap funds, the majority of Australian funds did not outperform their respective benchmarks and...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] IMPQ Monthly Report IMPQ finished the month down -0.7% net of fees, although outperforming the benchmark by 3.2%. Since inception in May 2019, the Fund has delivered a +3.8% p.a. return net of fees, outperforming by +3.7% p.a....

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] IMPQ Monthly Report The eInvest Future Impact Small Caps fund (IMPQ) finished the month up 3.3% net of fees, underperforming by 1.2% the very strong benchmark return of 4.5%. Positive contributors this month included Calix Ltd (+25.2%), Ooh!...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] IMPQ Monthly Report IMPQ performed well over June, outperforming the Index by 1.7% (after fees). Positive contributors this month included PolyNovo (+28.3%), Meridian Energy (+16.3%), Mercury Energy (+15.0%) and Sims Metal Management (+14.6%). Negative contributors this month included...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] IMPQ Monthly Report We are very pleased to see IMPQ begin trading on the exchange this month. Trading began on 23 May 2019. IMPQ finished the month slightly down net of fees for the seven days it was...

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...