POWERED BY MOMENTUM MEDIA
Robeco wins Tasplan mandate
Dutch-based asset manager Robeco has been awarded a $265 million investment mandate from superannuation fund Tasplan for its enhanced low-volatility Global Conservative Equities strategy.
The mandate was confirmed by Tasplan’s head of listed investments and strategy, Mark Williams who said it had followed a review of the equities asset classes leading into the successor fund transfer from the Retirement Benefits Fund
He said Tasplan had made the decision to allocate a proportion of funds to low volatility.
“We have been in constructive dialogue with Robeco for some time and this was an opportune time to restructure,” Williams said.
Robeco now manages over $2.5 billion for Australian institutional clients in factor investing strategies.
Recommended for you
Australian superannuation funds have slightly lifted their hedge ratios on international equities, reversing a multi-year downward trend.
Challenger’s chief economist expects the US economy will see a prolonged recovery with President Donald Trump’s policies unlikely to have a lasting effect on equities and investments.
A research firm says errors are a “natural part” of running a company with humans and has reversed its previous poor rating for the exchange.
The world’s largest wealth manager remains overweight on US stocks spurred on by AI, but is taking a “granular” approach when assessing trade war damages.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
76.97 3 y p.a(%)
2
Global X 21Shares Bitcoin ETF
76.46 3 y p.a(%)
3
UBS Solactive Global Pure Gold Miners UCITS ETF Dis USD
51.13 3 y p.a(%)
4
Global X GlobalX FANG+ ETF
45.15 3 y p.a(%)
5
Select Baker steel Gold Institutional
43.78 3 y p.a(%)
