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Showing 101 - 110 of 687 results for "Conservative"

First Sentier launches ESG debt strategy

JAMIE WILLIAMSON  |  FRIDAY, 30 APR 2021
... structure, with the first round of loans settled in April. "First Sentier Investors has established a reputation for conservative credit risk oversight, portfolio construction expertise and strong institutional relationships. In turn, MUFG Bank brings ...

Cbus appoints head of advice

ELIZABETH MCARTHUR  |  THURSDAY, 29 APR 2021
... the only industry fund whose options have achieved this high level of rating. Its growth (MySuper), high growth, conservative and conservative growth options were all upgraded. "The ratings are solid recognition for the strengths of Cbus' investment ...

Super fund halves admin fees

JAMIE WILLIAMSON  |  WEDNESDAY, 3 MAR 2021
... growth. From March 25, that member will have 80% invested in the high growth option, while the other 20% will be in the conservative balanced option. The fund is also renaming two of its options to better reflect the underlying assets, with its 'aggressive' ...

ERS dents Raiz Super by $13m

KARREN VERGARA  |  WEDNESDAY, 24 FEB 2021
... its trustee. Members' money is invested in ETFs listed on the ASX, which sit across six options ranging from conservative to higher risk portfolios. Overall, Raiz saw funds under management increase by 33.5% to $605.6 million in the six months to ...

Macquarie to profit off severe weather

ANNABELLE DICKSON  |  MONDAY, 22 FEB 2021
... the speed of global economic recovery and the geographic composition of income. As a result, the group maintains a conservative approach to capital, funding and liquidity so it is able to respond to any of these factors. The upgraded outlook comes as ...

Lifecycle products cost members: Research

ELIZA BAVIN  |  FRIDAY, 5 FEB 2021
... older your investment risks are dialled down and a greater proportion of your MySuper savings are allocated to more conservative assets like bonds. There is less chance of losing money," he said. "But the strategic problem in the lifecycle sector is ...

Kearney Group launches responsible managed portfolios

ELIZA BAVIN  |  MONDAY, 1 FEB 2021
... and 21.20% respectively since the fund inception. The balanced option has beat the benchmark by 18.49% while the conservative and defensive options have achieved 14.15% and 8.34% outperformance since inception.

Chief economist update: USA Inc is under new management

BENJAMIN ONG  |  THURSDAY, 21 JAN 2021
... Inaugural Address, Biden called on Americans to: "...end this uncivil war - red against blue, rural versus urban, conservative versus liberal. We can do this if we open our souls instead of hardening our hearts, if we show a little tolerance and humility ...

Retiree strategies need greater attention: Research

ANNABELLE DICKSON  |  WEDNESDAY, 6 JAN 2021
... use with their retiree clients such as keeping the same strategy as in accumulation phase; transitioning to a more conservative asset allocation; simple bucketing; more complex bucketing; or income layering. It then looks at the pros and cons of each ...

Lonsec increases allocation to Talaria

ELIZABETH MCARTHUR  |  MONDAY, 21 DEC 2020
... Equity Fund. The new allocation will impact Lonsec's retirement model portfolios. The allocations are across their conservative, balanced and growth portfolios. "The Lonsec retirement portfolios have up until now been defensively positioned and underweight ...