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Showing 91 - 100 of 219 results for "Balanced Fund"

Insurance bonds meeting retirement income demand

ALEX BURKE  |  TUESDAY, 10 JAN 2017
... The remainder was then invested into an imputation bond, 40% through a term deposit fund and 60% in a mainstream balanced fund; this mix, Austock Life said, had delivered a historical performance of 5.11% per annum after fees and tax. Drawing down $20,000 ...

BUSSQ sees C-suite expansion

DARREN SNYDER  |  WEDNESDAY, 10 AUG 2016
Queensland industry superannuation fund BUSSQ has confirmed it will undergo a C-suite expansion from October as part of its strategy to split the chief executive and chief investment officer roles. BUSSQ chief executive David O'Sullivan confirmed he ...

Super funds return three per cent

MARK SMITH  |  TUESDAY, 9 AUG 2016
Superannuation funds have returned an average of 2.9% for the 12 months to 30 June as measured by the SelectingSuper workplace default option MySuper Index, propped up by property and fixed income. The SelectingSuper workplace default option MySuper ...

Fixed income, smart beta need better access

DARREN SNYDER  |  THURSDAY, 23 JUN 2016
An Australian ETF provider is moving its focus towards fixed income and smart beta in the view that the local market is currently underserving investors. iShares Australia chief executive Jon Howie told the recent Bloomberg Buy-side Forum in Sydney ...

Super funds reverse poor start to 2016

MARK SMITH  |  MONDAY, 6 JUN 2016
The SelectingSuper workplace default option MySuper Index showed a positive 1.4% monthly return in April which, combined with the positive return in March, has effectively reversed the negative results for January and February. The positive month contributed ...

Super needs to pick up its retirement game

DARREN SNYDER  |  MONDAY, 30 MAY 2016
... investment outcome diversity, Howes said asset allocation for retirees is generally the same in accumulation, i.e. a balanced fund, and it is not serving members well. "Our research shows that the average asset allocation for customers is broadly the ...

Super the bedrock for multi-sector funds

DARREN SNYDER  |  THURSDAY, 24 MAR 2016
... according to the latest Morningstar data. The firm's fourth annual Global Asset Flows Report shows the AustralianSuper Balanced fund topped local multi-sector inflows during 2015, contributing $2.3 billion. This was followed by the default MLC MySuper ...

Martin Currie argues for multi-assets in retirement

DARREN SNYDER  |  MONDAY, 1 FEB 2016
Active equity specialist Martin Currie proposes Australians should invest in a retirement income portfolio that is multi-asset and focused purely on Australian assets. The proposal arises from Martin Currie's latest white paper - Rethinking 'safe' investments ...

Funds SA chair departs

DARREN SNYDER  |  MONDAY, 16 NOV 2015
... significant contributor to Funds SA's growth. It has recorded a cumulative outperformance over benchmark for the balanced fund of 24% in the last 15 years. Performance relative to peers has also been solid. Funds SA's chief executive Jo Townsend thanked ...

Super returns fall sharply in August

MARK SMITH  |  WEDNESDAY, 7 OCT 2015
The recent plunge in local and global stock markets saw super fund returns dip but performance is still solid over the longer term. According to figures from Rainmaker, the SelectingSuper workplace default option MySuper Index fell sharply during August ...