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| | | ... accumulation pre-retirement products) outperform pre-retirement products over three and five years by 12% across all the diversified asset classes. A better explanation for lower investment outcomes being achieved by the SMSF sector is its conservative ... |
| | | | ... Beta range, using data from Sustainalystics. The SMARTER Beta multifactor indices includes three core index series (diversified multifactor, high income multifactor and ESG multifactor) and five multifactor index variants of its single factor offerings ... |
| | | | ... living funds. If the sale goes ahead, investors in the Corinda, Maroochydore, Lutwyche, Middle Range, Bilinga and the Diversified Retirement Living funds are expected to gain an internal rate of return between 6% and 30% per annum, Blue Sky said. During ... |
| | | | Diversified financial services firm ClearView increased underlying net profit after tax (NPAT) in its wealth management and life insurance arms during FY18, however financial advice earnings dropped. Releasing its FY18 results yesterday, ClearView said ... |
| | | | Vanguard's range of diversified managed accounts strategies are now available via Macquarie's Wrap platform. Targeting the growing number of financial advisers adopting managed accounts, Vanguard ETFs will predominantly be used to implement the asset ... |
| | | | ... more than 84% in the last five years, it said. Mercantile Investments is in the business of acquiring large stakes in diversified companies. In January this year, it made a takeover bid for Bauxite Resources. In July, Mercantile announced it would acquire ... |
| | | | ... models." The median company that is held in GCIT's portfolio has earnings higher than the ASX 200. "It is a very well diversified portfolio," Bommi said. "In 20 years in the market, we have had [only] one default." Rising rates About 60% of the portfolio's ... |
| | | | ... have fees above the benchmark of APRA-regulated products. For investment option fees outside of default, non-default diversified investment options continue to be more costly than similarly positioned default options. However, index-based options offered ... |
| | | | ... Montgomery Global Equities Fund (ASX:MOGL)," she said. GoFARM Asset Management chair Liza Whitmore said: "This well-diversified portfolio will offer investors exposure to Australia's largest aggregation of citrus orchards and berry farms located throughout ... |
| | | | ... accumulation pre-retirement products, "outperform pre-retirement products over three and five years by 12% across all the diversified asset classes." "This analysis confirms that SMSF investors as a group, even those in preretirement accumulation phase ... |
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