Latest Investment Fees News

Ausbil Global SmallCap Fund reported A$19.38 million in total comprehensive income for the year ended 30 June 2026, up from A$14.67 million. Net assets rose to A$133.75 million while the fund’s management fee was reduced from 1.20% to 0.90% per annum during the year.

Franklin Templeton Australia is reshaping the FRGG Active ETF, replacing its concentrated global growth strategy with Putnam’s broader core equity approach and cutting management fees by one-third. The fund is expected to adopt the ticker FTPG in October, subject to approval, but the transition may bring tax and distribution consequences for investors.

Perennial Investment Management has launched the Ziller Global Fund Active ETF (ASX: ZILR), targeting high-growth global companies led by exceptional founders. The fund aims to deliver absolute returns above the MSCI All Country World Index over a typical five-year horizon.

Magellan Investment Partners has launched the Magellan Global Opportunities Fund, an actively managed ETF targeting long-term outperformance of the MSCI World Index with a strong ESG focus and reduced management fees.

Fidante Partners has issued a replacement Product Disclosure Statement for the Alphinity Global Sustainable Equity Fund - Active ETF, refining ESG disclosures and noting a rise in transaction costs. The Fund’s core investment approach and fees remain steady.