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Showing 1101 - 1110 of 1362 results for "Balanced"

Military Super revamps strategic asset allocation

RUTH LIEW  |  WEDNESDAY, 16 SEP 2009
... from 50 to 28 per cent, while international equities investments will also be decreased from 9 to 6 per cent. In its balanced option, exposure to Australian equities will be pumped up from October - with Military Super channeling 26.5 per cent to the ...

S&P withdraws six ratings

COMPANY RELEASE  |  WEDNESDAY, 2 SEP 2009
... Core International Share, AMP Capital Future Directions Hedged Core International Share A, AMP Capital Future Directions Balanced Fund A and the AMP Capital Future Directions Balanced fund.

Bookmakers Super hit by liquidity issues

COMPANY RELEASES  |  WEDNESDAY, 26 AUG 2009
Bookmakers Superannuation Fund has applied to the regulator to defer redemptions across its balanced investment strategies for a rolling 90-day period due to liquidity issues. The super fund's trustee, Equity Trustees, in working with the administrator ...

Caveat to APRA data: ASFA

ASFA MEDIA STATEMENT  |  FRIDAY, 21 AUG 2009
... default option. This means that the APRA return figures for these funds are in line with the return of their default, balanced fund, investment option. By contrast, for retail funds, the APRA return is calculated as a return for the total of all the ...

S&P rates AMP bond fund

COMPANY RELEASE  |  WEDNESDAY, 19 AUG 2009
... investment process follows a similar path to many managers in this sector, a suitable use of macro market influences balanced with an appropriate level of fundamental, bottom-up credit work, S&P believes that there are a number of positive differentiating ...

Active members can cause asset allocation headache

MICHAEL HOBBS  |  MONDAY, 17 AUG 2009
... funds. "I know one particular industry fund with 700,000 members and less than 5,000 people actually switched from the balanced fund into cash," he said. "On the whole, this meant there was no run on funds which means the system wasn't frozen." He questioned ...

TWUSUPER ramps up fund features

RUTH LIEW  |  WEDNESDAY, 5 AUG 2009
... According to a statement on the fund's website, the new system kicked in 1 July. Meanwhile the fund had also adjusted its balanced investment option. Previously, the balanced option - also the default option for members - had an allocation of 75 per ...

Intra-fund advice relief opens super funds to lawsuits

MICHELLE BALTAZAR  |  TUESDAY, 4 AUG 2009
... financial planning process," he said. For example, the self-diagnostics test might advice a fund member to switch from "balanced" to "high growth" without duly addressing the change in the investment risk. "If a member changes their cash option to high ...

Downturn presents brand opportunity

MICHAEL HOBBS  |  FRIDAY, 31 JUL 2009
... the super industry has been damaged. They said things like 'I understand that growth options had risk but I was in the balanced option and that's supposed to be safe, is this their idea of safe?," said Mitchelmore.

Progressive trumps all with simple strategy

MICHAEL HOBBS  |  MONDAY, 27 JUL 2009
Keeping it simple has worked for Sydney-based Progressive Superannuation Plan. The fund's balanced option has beaten most of its larger well-known peers in the same category by 3 per cent over a five-year period to May. Rainmaker SelectingSuper data ...