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Showing 1111 - 1120 of 5750 results for "Small"

La Trobe fined for misleading investors

ELIZABETH MCARTHUR  |  MONDAY, 29 NOV 2021
... range of asset classes but with a significant portion in defensive assets such as fixed interest investments and cash and a small portion in growth assets such as shares and property. This type of fund aims to provide a moderate level of income with ...

Default super delivers best performance in 34 years

KARREN VERGARA  |  MONDAY, 29 NOV 2021
... five-year period, the differences between MySuper lifecycle and single strategy are almost minimal. "Indeed, were it not for a small number of extremely conservatively designed lifecycle products aimed at pre-retirees aged in their 50s and 60s, there ...

Pinnacle seeds Canadian boutique

KARREN VERGARA  |  FRIDAY, 26 NOV 2021
... In another first for Pinnacle Investment Management this week, the firm has set up a North American-based affiliate in a small-cap equities fund manager. The fund manager is based in Toronto, Canada, focused on small caps and other global equities. Pinnacle ...

ACCC not opposed to NAB, Citi deal

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
The ACCC will not oppose the acquisition of Citigroup's Australian consumer business (Citi) by NAB after a review found the transaction would not substantially lessen competition. The review focused on competition in the supply of credit cards, as Citi ...

Super funds failing three-day transfer requirement

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 NOV 2021
... fund is requesting members provide a certified copy of the SMSF bank statement as a fraud mitigation risk. This may cause a small delay in processing. Since the new regulations have been introduced AustralianSuper has processed the vast majority of requests ...

Bell AM announces US distribution plans

ANNABELLE DICKSON  |  TUESDAY, 23 NOV 2021
... launched by Swisse Union Bancaire Privée. It manages UBP's global SMID-cap equity which will invest in liquid global small- and mid-cap fund companies in developed economies.

More mergers, minimal awareness: KPMG

JAMIE WILLIAMSON  |  THURSDAY, 18 NOV 2021
While there was more merger activity in the 12 months to October than any previous year, about 80% of members in merged superannuation funds weren't even aware their fund had merged. According to KPMG's Superannuation Transformation & Consolidation ...

Multi-boutique appoints head of private wealth

ANNABELLE DICKSON  |  TUESDAY, 16 NOV 2021
... Australian research houses and secured several key platform and managed account positions," Devlin said. "And our Australian small caps fund managed by Flinders Investment Partners is also going from strength to strength, with an excellent long-term ...

Brokers warn of looming disaster

ELIZABETH MCARTHUR  |  MONDAY, 15 NOV 2021
... disaster, living in the false hope that rates will stay this low," he said. "This survey is a wakeup call and shows that even a small rise in rates - which is looking more likely next year with rising inflation - could be catastrophic for our nation." ...

Metrics Credit Partners acquires

ELIZABETH MCARTHUR  |  FRIDAY, 12 NOV 2021
Metrics Credit Partners has acquired a small and medium-sized enterprise business lending specialist. Metrics has acquired SME lender Bigstone Finance. Metrics managing partner Andrew Lockhart said the addition of the Bigstone team to the funding capability ...