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Showing 1181 - 1190 of 1362 results for "Balanced"

The secret to MTAA's success

... Innovation SA, a world class research and development entity and facility. Following the 'Two Portfolio Strategy', the fund's Balanced Option (default) has regularly been ranked as one of Australia's best superannuation funds by returns. According to ...

Telstra Super signs Charles River for direct portfolio management

MICHAEL HOBBS  |  WEDNESDAY, 5 DEC 2007
... and previous employees. According to SelectingSuper it's a proven top performer rarely out of the leading pack. It's balanced option is currently ranked nine over three years, scoring a full 340 basis points above the market average. But running a modern ...

Platforms demand liquidity on alternatives

MICHAEL HOBBS  |  THURSDAY, 15 NOV 2007
As alternative assets become more essential in a balanced portfolio, platforms are still coming to grips with the liquidity and pricing issues surrounding the asset class. Geoff Lloyd, chief executive at Asgard Wealth Solutions, said Asgard's platform ...

Volatility fails to dampen super returns

CHRIS NICHOLLS  |  WEDNESDAY, 7 NOV 2007
... 15.8 per cent over five years. The nearest non-industry super fund competitor in the default space was Telstra Super's balanced option, which delivered 16.3 per cent over three years. Rainmaker associate director of research, Andrew Keevers, said the ...

Morningstar scores top ratings

MICHAEL HOBBS  |  WEDNESDAY, 31 OCT 2007
... the study was that based on performance data in the three years to 2006, Advisor Perspectives found that ratings for balanced, taxable and municipal bonds had the most predictive value whereas international equity funds had the least predictive value. ...

Industry funds on top again

CHRIS NICHOLLS AND ALEX DUNNIN  |  FRIDAY, 19 OCT 2007
... funds also came out on top in the default sector, with eight funds in the top 10 performers over three years. MTAA's balanced option came out on top, with 18 per cent returns over three years, with Acumen Corporate Super the best-ranked master trust ...

The future of wealth management

The power of brand, the realisation that choice and flexibility is what we sell, and the evolving definition of balanced investing as alternative assets become mainstream are just three of the trends changing the face of wealth management, said Alex ...

Australian managers clock $650bn

... were Challenger Financial (ranked 352), Maple-Brown Abbott (353), Insurance Australia Group (IAG), Suncorp Metway (409), Balanced Equity Management (425) and Lend Lease (455). The figures were not all rosy. Although CFS climbed 10 spots up to 128, only ...

S&P upgrades Global Value Fund

CHRIS NICHOLLS  |  TUESDAY, 2 OCT 2007
... fourth quarter of 2007," she said. While this product also effects Advance's multi sector offerings: defensive, moderate, balanced, growth, and high growth, which have varying allocations to property securities, S&P said it will maintain their three ...

Perpetual rejigs wealth and asset mgmt arms

MICHAEL HOBBS  |  MONDAY, 17 SEP 2007
... fixed interest, mortgage, property and infrastructure funds management as well as the company's Select multi-manager and balanced fund management activities. Meanwhile, private wealth will consist of all the current and future direct-to-customer businesses ...