Kalkine Australia's The Funds Report: Ranking Australian Managed Funds and ETFs
SYDNEY, NEW SOUTH WALES, AUSTRALIA, June 2, 2025 / EINPresswire.com / -- Kalkine Australia recently launched its ' The Funds Report ', a research-driven publication that provides structured, objective rankings of Managed funds and exchange-traded funds (ETFs) listed on the Australian Securities Exchange (ASX). Developed by Kalkine's in-house research team, the report is designed to help subscribers better understand and compare fund performance through a consistent, data-driven framework.
Kalkine's The Funds Report delivers objective ranking of Managed funds and ETFs based on a defined set of performance, risk, and cost metrics. This allows users to make informed decisions by reviewing how various funds stack up against each other across key indicators.
Source: Kalkine Pty Ltd
Data-Driven Fund Ranking Based on Key Metrics
The report evaluates and ranks funds based on several quantifiable performance measures, including but not limited to the metrics below:
• Alpha generation – Fund performance relative to benchmark indexes.
• Sharpe ratio – Risk-adjusted returns assessing reward per unit of risk.
• Three-year annualised returns – Historical performance over a meaningful timeframe.
• Total expense ratio – Cost efficiency over time.
ASX listed Managed Funds or Exchange Traded Funds are grouped by thematic categories, enabling subscribers to easily identify and compare funds aligned with specific investment strategies or market sectors. This objective approach enhances transparency in fund evaluation.
Comprehensive Insights to Navigate the Australian Fund Market
Kalkine Australia's The Funds Report provides extensive analysis of Australian fund performance, helping users navigate the growing variety of options available on the ASX. Features include:
• Regular Updates on New and Sector-Specific Funds: Stay informed about recent listings and sector specific funds.
• Detailed Performance Breakdown: Analysis across equities, fixed income, and alternative asset classes.
• Risk and Return Profiles: Clear insights into risk-adjusted returns to support balanced investment information.
• Fund Comparison Tools: Side-by-side comparison covering historical returns, fees, asset allocation, and investment styles.
• Thematic Categorization: Organized by market themes and strategies to analyze diversified and trending investment areas.
A Comparative Resource
Kalkine Australia's The Funds Report is designed to assist both individual investors and financial professionals seeking a clear and structured way to compare ASX-listed funds. The report ranks the funds based on scores derived and offers valuable data and insights to complement comprehensive due diligence and research.
About Kalkine
Kalkine operates globally, providing an independent equity research services across Australia, the United States, the United Kingdom, Canada, India, and New Zealand. Kalkine Pty Ltd delivers technology-driven, timely financial research to its subscribers. Its unique engagement model ensures high-impact content and deeper insights, maintaining its position as a player in accessible financial research.
For more information or to subscribe, visit: https://www.kalkine.com.au
Vivek Samnotra
Kalkine Pty Ltd.
+61290559490 ext.
[email protected]
Visit us on social media:
LinkedIn
Instagram
Facebook
YouTube
X
Legal Disclaimer:
EIN Presswire provides this news content 'as is' without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
2 hours ago
- Yahoo
Dimensional Fund Advisors Ltd. : Form 8.3 - MITIE GROUP PLC
FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BYA PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3 of the Takeover Code (the 'Code') 1. KEY INFORMATION (a) Full name of discloser: Dimensional Fund Advisors Ltd. in its capacity as investment advisor and on behalf its affiliates who are also investment advisors ('Dimensional'). Dimensional expressly disclaims beneficial ownership of the shares described in this form 8.3. (b) Owner or controller of interests and short positions disclosed, if different from 1(a):The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries must be named. (c) Name of offeror/offeree in relation to whose relevant securities this form relates:Use a separate form for each offeror/offeree Mitie Group PLC (d) If an exempt fund manager connected with an offeror/offeree, state this and specify identity of offeror/offeree: (e) Date position held/dealing undertaken:For an opening position disclosure, state the latest practicable date prior to the disclosure 10 June 2025 (f) In addition to the company in 1(c) above, is the discloser making disclosures in respect of any other party to the offer?If it is a cash offer or possible cash offer, state 'N/A' YesMarlowe Plc 2. POSITIONS OF THE PERSON MAKING THE DISCLOSURE If there are positions or rights to subscribe to disclose in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 2(a) or (b) (as appropriate) for each additional class of relevant security. (a) Interests and short positions in the relevant securities of the offeror or offeree to which the disclosure relates following the dealing (if any) Class of relevant security: 2.5p ordinary (GB0004657408) Interests Short Positions Number % Number % (1) Relevant securities owned and/or controlled: 23,938,954 1.91 % (2) Cash-settled derivatives: (3) Stock-settled derivatives (including options) and agreements to purchase/sell: Total 23,938,954 * 1.91 % * Dimensional Fund Advisors LP and/or its affiliates do not have discretion regarding voting decisions in respect of 138,769 shares that are included in the total above. All interests and all short positions should be of any open stock-settled derivative positions (including traded options), or agreements to purchase or sell relevant securities, should be given on a Supplemental Form 8 (Open Positions). (b) Rights to subscribe for new securities (including directors' and other employee options) Class of relevant security in relation to which subscription right exists: Details, including nature of the rights concerned and relevant percentages: 3. DEALINGS (IF ANY) BY THE PERSON MAKING THE DISCLOSURE Where there have been dealings in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 3(a), (b), (c) or (d) (as appropriate) for each additional class of relevant security dealt currency of all prices and other monetary amounts should be stated. (a) Purchases and sales Class of relevant security Purchase/sale Number of securities Price per unit 2.5p ordinary (GB0004657408) Sale 55,741 1.4494 GBP 2.5p ordinary (GB0004657408) Sale 144,114 1.4449 GBP There was a Transfer In of 9,234 shares of 2.5p ordinary (b) Cash-settled derivative transactions Class of relevant security Product description e.g. CFD Nature of dealing e.g. opening/closing a long/short position, increasing/reducing a long/short position Number of reference securities Price per unit (c) Stock-settled derivative transactions (including options) (i) Writing, selling, purchasing or varying Class of relevant security Product description e.g. call option Writing, purchasing, selling, varying etc. Number of securities to which option relates Exercise price per unit Type e.g. American, European etc. Expiry date Option money paid/ received per unit (ii) Exercise Class of relevant security Product description e.g. call option Exercising/ exercised against Number of securities Exercise price per unit (d) Other dealings (including subscribing for new securities) Class of relevant security Nature of dealing e.g. subscription, conversion Details Price per unit (if applicable) 4. OTHER INFORMATION (a) Indemnity and other dealing arrangements Details of any indemnity or option arrangement, or any agreement or understanding, formal or informal, relating to relevant securities which may be an inducement to deal or refrain from dealing entered into by the person making the disclosure and any party to the offer or any person acting in concert with a party to the offer:Irrevocable commitments and letters of intent should not be included. If there are no such agreements, arrangements or understandings, state 'none' None (b) Agreements, arrangements or understandings relating to options or derivatives Details of any agreement, arrangement or understanding, formal or informal, between the person making the disclosure and any other person relating to:(i) the voting rights of any relevant securities under any option; or(ii) the voting rights or future acquisition or disposal of any relevant securities to which any derivative is referenced:If there are no such agreements, arrangements or understandings, state 'none' None (c) Attachments Is a Supplemental Form 8 (Open Positions) attached? NO Date of disclosure 11 June 2025 Contact name Thomas Hone Telephone number +44 20 3033 3419 Public disclosures under Rule 8 of the Code must be made to a Regulatory Information Service. The Panel's Market Surveillance Unit is available for consultation in relation to the Code's disclosure requirements on +44 (0)20 7638 0129. The Code can be viewed on the Panel's website at
Forbes
2 hours ago
- Forbes
Buy Or Fear Oil-Dri Of America Stock
Oil-Dri of America (NYSE:ODC) stock appears appealing – making it a wise choice for purchase at its present price of approximately $55. We have identified some minor issues with ODC stock, which makes it enticing given that its current valuation seems low. Our conclusion is drawn from comparing the current valuation of ODC stock to its operational performance in recent years, as well as its current and historical financial state. Our analysis of Oil-Dri of America across key parameters of Growth, Profitability, Financial Stability, and Downturn Resilience indicates that the company exhibits a robust operating performance and financial status, as clarified below. However, for those investors who prefer lower volatility than individual stocks, the Trefis High Quality Portfolio offers an alternative – having outperformed the S&P 500 and yielded returns surpassing 91% since its inception. In terms of what you pay for each dollar of sales or profit, ODC stock appears somewhat inexpensive when compared to the wider market. • Oil-Dri of America has a price-to-sales (P/S) ratio of 1.5 compared to a figure of 3.0 for the S&P 500 • Additionally, the company's price-to-free cash flow (P/FCF) ratio stands at 9.5 in contrast to 20.5 for the S&P 500 • Furthermore, it holds a price-to-earnings (P/E) ratio of 15.5 compared to the benchmark's 26.4 Oil-Dri of America's Revenues have experienced significant growth in recent years. • Oil-Dri of America has witnessed its top line increase at an average rate of 12.9% over the past 3 years (versus an increase of 5.5% for the S&P 500) • Its revenues have risen 8.2% from $430 million to $465 million in the last 12 months (compared to growth of 5.5% for the S&P 500) • Additionally, its quarterly revenues increased 10.6% to $117 million in the latest quarter from $106 million a year prior (versus a 4.8% rise for the S&P 500) Oil-Dri of America's profit margins are less favorable than those of most companies in the Trefis coverage universe. • Oil-Dri of America's Operating Income over the previous four quarters totaled $62 million, reflecting a moderate Operating Margin of 13.3% (versus 13.2% for the S&P 500) • Oil-Dri of America's Operating Cash Flow (OCF) during this period was $75 million, indicating a moderate OCF Margin of 16.1% (compared to 14.9% for the S&P 500) • For the last four-quarter period, Oil-Dri of America's Net Income was $46 million – suggesting a poor Net Income Margin of 9.8% (relative to 11.6% for the S&P 500) Oil-Dri of America's balance sheet appears solid. • Oil-Dri of America's Debt was reported at $58 million at the conclusion of the most recent quarter, with its market capitalization standing at $762 million (as of 6/6/2025). This creates a strong Debt-to-Equity Ratio of 8.3% (in contrast to 19.9% for the S&P 500). [Note: A low Debt-to-Equity Ratio is preferable] • Cash (along with cash equivalents) comprises $23 million of the $354 million in Total Assets for Oil-Dri of America. This leads to a moderate Cash-to-Assets Ratio of 6.4% (compared to 13.8% for the S&P 500) ODC stock has experienced a slightly better impact than the benchmark S&P 500 index during certain recent downturns. While investors remain optimistic about a soft landing for the U.S. economy, what might the consequences be if another recession occurs? Our dashboard How Low Can Stocks Go During A Market Crash illustrates how key stocks performed during and after the last six market crashes. • ODC stock dropped 41.5% from a peak of $19.23 on 11 March 2021 to $11.24 on 11 October 2022, compared to a peak-to-trough decline of 25.4% for the S&P 500 • The stock completely recovered to its pre-Crisis peak by 9 March 2023 • Since then, the stock has risen to a high of $54.82 on 8 June 2025 • ODC stock decreased 24.6% from a high of $19.19 on 16 January 2020 to $14.46 on 16 March 2020, compared to a peak-to-trough decline of 33.9% for the S&P 500 • The stock fully recovered to its pre-Crisis peak by 11 March 2021 • ODC stock declined 49.4% from a high of $11.47 on 10 December 2007 to $5.81 on 10 October 2008, in contrast to a peak-to-trough decline of 56.8% for the S&P 500 • The stock fully recovered to its pre-Crisis peak by 17 June 2010 In conclusion, Oil-Dri of America's performance across the parameters outlined above is as follows: • Growth: Very Strong • Profitability: Weak • Financial Stability: Strong • Downturn Resilience: Neutral • Overall: Neutral When considered alongside its low valuation, this renders the stock appealing, supporting our assessment that ODC represents a wise stock to purchase. Although ODC stock appears promising, investing in a single stock bears its risks. Conversely, the Trefis High Quality (HQ) Portfolio, which consists of 30 stocks, has a proven track record of comfortably outperforming the S&P 500 over the past 4 years. What accounts for this? As a collective, HQ Portfolio stocks have delivered superior returns with reduced risk compared to the benchmark index; providing a smoother experience as demonstrated in HQ Portfolio performance metrics.
Bloomberg
2 hours ago
- Bloomberg
Indian Depository NSDL Is Said to Plan $400 Million IPO for July
National Securities Depository Ltd. is pressing ahead with its plan for an initial public offering that is expected to raise about $400 million, according to people familiar with the matter. The proposed listing of India's oldest depository, which was initially cleared by the market regulator in October last year, is now slated to take place as soon as July, according to the people, who asked not to be named as the information is private.
