Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 1173 results for "Balanced"

OneSuper to take on more super products

JAMIE WILLIAMSON  |  MONDAY, 22 APR 2024
... fees on all options will increase 0.095%. As an example, a member with an account balance of $50,000 invested in the Balanced option will now pay $244.50 in administration fees, instead of $463, but $79 in investment fees instead of $31.50. However ...

Mine Super cuts fees, updates investment options

ANDREW MCKEAN  |  WEDNESDAY, 17 APR 2024
... negative returns. Mine Super will also close its term deposit investment option as well as its remaining conservative balanced investment option for pension members. It closed this option for members in accumulation in May 2023. "The Term Deposit option ...

Russell Investments introduces new ESG-focused ETF

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... selection and outperformance potential which can be considered as part of a core international shares allocation in a balanced portfolio. "For ESG-focused investors it is a balance between deliberate security selection in line with their values, while ...

Proxy advisors have 'undue influence': Jamie Dimon

ANDREW MCKEAN  |  THURSDAY, 11 APR 2024
... they are relying is accurate and relevant. However, many companies would argue that this information is frequently not balanced, not representative of the full view and not accurate," Dimon said. He said while almost all asset managers receive proxy ...

Global X adds new AI ETF

ELIZA BAVIN  |  WEDNESDAY, 10 APR 2024
... moderation through a single-stock cap exposure of 3%. "This acts as a natural portfolio diversifier and presents a more balanced portfolio which thoughtfully targets the AI theme," Helfstein said. "In the past 12 months, we've seen an increased global ...

Threats outside the Australian financial system build: RBA

ANDREW MCKEAN  |  TUESDAY, 26 MAR 2024
... Australia's (RBA's) latest Financial Stability Assessment has said that although risks to global economy have been balanced as inflation has eased, risks to financial stability remain. The Assessment said there is a possibility that these risks may ...

AvSuper prepares members for merger, fee changes

KARREN VERGARA  |  FRIDAY, 22 MAR 2024
... return after fees and tax above CPI over rolling 10-year periods by 3.5% p.a. These members will be aligned to ART's Balanced option, which aims to return CPI+4% p.a. over rolling 10-year periods after investment and transaction costs. AvSuper and ...

Perpetual, Pendal combine multi-asset capabilities

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
... portfolio manager of 11 funds, of which O'Dea will now assume responsibility for 10. These are the Pendal Active Balanced Fund, Pendal Active Conservative Fund, Pendal Active Moderate Fund, Pendal Active Growth Fund, Pendal Active High Growth Fund ...

Australian Retirement Trust announces new investment strategy and options

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... gradually between July 1 and September 30 this year. "We're changing the underlying investments of the strategy from Balanced, Retirement and Cash Pools to High Growth, Balanced and Cash Pools. Updating the age at which we transition and how we transition ...

Advanced ETP portfolios come at higher cost, complexity

ANDREW MCKEAN  |  THURSDAY, 14 MAR 2024
... products (ETPs), but this comes with increased fees and complexity. According to Rainmaker Information, constructing a balanced portfolio with intermediate ETPs, which target systemic risks like style and market capitalisation factors in equities and ...
PREVIOUS
NEXT