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Showing 141 - 150 of 4458 results for "fees"

Stockspot launches two options

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
... VanEck Gold Miners ETF, iShares MSCI Emerging Markets ETF, and Global X's Physical Gold ETF. It charges 0.42% p.a. in fees. The Topaz Inflation portfolio targets more sophisticated investors and higher-balance investors. The Topaz Income portfolio ...

High-performing firms reveal strategies behind success

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
... client value proposition. "They have reviewed and documented their operational model, planned rigorously, and charge higher fees than their peers. This paves the way to higher profitability per owner. For firms who have frequently reviewed strategic ...

Fidelity launches global long-short fund to Aussie market

CASSANDRA BALDINI  |  WEDNESDAY, 25 OCT 2023
... positions. Further, the actively managed global equities fund aims to outperform the MSCI All Country World Index NR (ACWI), after fees, over seven years. Fidelity managing director Lawrence Hanson explained that the decision to launch in Australia is ...

ASIC loses case against Diversa

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2023
... Diversa did not take adequate action and continued to allow him to recommend YourChoice Super, which continued the payment of fees from the super fund to Bhandari. OneVue was also involved in the case as, during the period of conduct, Diversa was a OneVue ...

Three actively managed funds shutter

KARREN VERGARA  |  FRIDAY, 20 OCT 2023
... the fund reducing in size over a number of years whereby the ongoing operational cost would need to be offset by increasing fees and costs borne by unitholders. Having considered all available options, the outcome of the review concluded that termination ...

New advice firm hits Melbourne

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... advice strategies and services achieve rather than how big a client's portfolio is," Sauer said. "With this in mind, client fees will be based on time and complexity rather than portfolio size." Sauer added that being a one-man band at the outset means ...

HUB24 launches investment options

KARREN VERGARA  |  TUESDAY, 17 OCT 2023
... advisers with a selection of managed portfolios. Also from next month, HUB24 will reduce percentage-based tiered administration fees in its HUB24 Super and HUB24 Invest products. "Whilst a small number of clients may benefit from this adjustment, the ...

AMP shareholder class action settlement slashed

KARREN VERGARA  |  MONDAY, 9 OCT 2023
Disgruntled AMP shareholders are set to receive $84 million out of the $110 million class action settlement after legal fees are taken out should the court approve the proposed amount. Maurice Blackburn will take a $26 million cut of the settlement ...

Aussies largely unsure of legacy plan: Research

CHLOE WALKER  |  FRIDAY, 6 OCT 2023
... seems much of this could be lost during transfer, with one in five (20%) over-50s worried about additional costs and legal fees impacting their ability to leave a legacy. Australians also have a heavy reliance across the population on wills (49%), and ...

Magellan FUM, share price tumble

ANDREW MCKEAN  |  FRIDAY, 6 OCT 2023
... performance uptick in its global equities strategy. He highlighted that the Magellan Global Fund recorded returns over 20% net of fees over the 12 months to 30 June 2023, surpassing its benchmark. Nevertheless, after today's FUM announcement, Magellan ...