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Showing 31 - 40 of 776 results for "Retail fund"

Kate Farrar's top tips when merging

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2022
... She noted that the work being done now to merge Suncorp Super into Brighter Super has added complexity as it's a retail fund resulting from several past successor fund transfers. "You do have to know what you're trying to achieve - you have to ...

AustralianSuper increases investment fees

ANDREW MCKEAN  |  THURSDAY, 25 AUG 2022
AustralianSuper has raised the fees of most investment options on account of its recent investments in several large infrastructure and property assets. The fund's balanced option, in which more than 90% of its members are invested, saw its fees ...

ASX-listed manager acquires retail boutique

JAMIE WILLIAMSON  |  WEDNESDAY, 15 JUN 2022
... equities boutique, adding greater capability to its existing funds management division. This marks TIP Group's first retail fund. Under the deal, Lee will move on from her role as Burman's chief investment officer into an undisclosed global role. ...

The first 30 years: Super's biggest changes

JAMIE WILLIAMSON  |  WEDNESDAY, 15 JUN 2022
Choice of fund, shrinking investment horizons and the sheer size of the super industry have been pinpointed as the biggest changes of the last 30 years. In a panel discussion on day two of the Australian Institute of Superannuation Trustees ASI Conference ...

EQT reveals most popular fund launches

ANDREW MCKEAN  |  THURSDAY, 26 MAY 2022
Equity Trustees has found that the most popular recent fund launches are in global equities, but there is also strong growth in retail and ESG themed funds. The 100 body of research developed by Equity Trustees has shown that 34% of funds brought to ...

NFP funds dominate retiree super: Research

JAMIE WILLIAMSON  |  MONDAY, 9 MAY 2022
The world of retiree super - traditionally the domain of retail funds - is now overwhelmingly controlled by the not-for-profit sector, new research shows. About 60% of all retiree superannuation savings is now held in NFP funds, Rainmaker analysis of ...

LGIAsuper expands leadership as acquisition completes

JAMIE WILLIAMSON  |  FRIDAY, 1 APR 2022
... retain its branding and operate as a standalone entity for now, LGIAsuper said it ultimately plans to mutualise the retail fund. "The acquisition of the SPSL business gives us the combined size and scale to deliver efficiently for all our members, while ...

Vanguard hit with US class action

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 MAR 2022
Law firm Dovel & Luner filed a class action lawsuit against Vanguard trustees and on behalf of investors in Vanguard's Target Retirement Funds, based in the US. The suit alleges that Vanguard's mismanagement of these funds led to "enormous tax bills ...

Industry funds buoyed by unlisted assets

KARREN VERGARA  |  FRIDAY, 11 MAR 2022
... industry fund in 1996 would be $36,954 better off on average at the end of June 2021 compared to being a member of a retail fund or a self-managed super fund. ISA attributed the 63% of the outperformance to industry funds' appetite for unlisted physical ...

Women own $1.2tn in super: Research

CHLOE WALKER  |  TUESDAY, 8 MAR 2022
About $1.2 trillion of the total superannuation savings held by Australians belongs to women, with most held by Australian Retirement Trust while Rest has the most female members. Rainmaker Information analysis of super fund information published by ...