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Showing 111 - 120 of 219 results for "Balanced Fund"

Aurora targets retail investors with liquid hedge fund

MARK SMITH | MONDAY, 22 APR 2013

... he explained. "Our models also show that as you add exposure to the Aurora Horizons strategy in a typical 60:40 balanced fund, return increases and volatility decreases." The Horizons strategy has 10 managers on its approved list and currently holds ...

Windham looks to bring systemic risk strategy to Aussie investors

MARK SMITH | WEDNESDAY, 17 APR 2013

... Turton,Windham chief investment explained. Turton added that on a rolling 1-year basis the risk in a typically 70:30 balanced fund can vary from 3%-27%. These fluctuations can mean that much of the time investors are a long way from hitting their risk ...

The year of balanced funds and fixed income: report

LAURA MILLAN | TUESDAY, 12 MAR 2013

Multi sector or balanced funds took in the largest net inflows of Australian discrete asset classes in 2012, according to Morningstar's inaugural Annual Global Flows Report. The research found that multi sector funds inflows reached $6.46 billion and ...

CFSGAM inflation plus fund targets post-retirement market

MARK SMITH | WEDNESDAY, 20 FEB 2013

... portfolio manager Peter Kocourek unveiled the CFSGAM CPI Plus fund at a media lunch yesterday. Unlike a typical balanced fund whose performance is at the mercy of the ups and downs of the equity market and measured by its relative performance versus ...

Rethinking the value of asset consultants

ALEX DUNNIN | TUESDAY, 19 FEB 2013

From being the facilitator and ideas generator, today's breed of asset consultants are fast morphing into self-contained institutional investment platforms. Following a recent restructure, Russell Investments new chief executive for the Asia Pacific ...

Super fund return expectations unrealistic

MARK SMITH | WEDNESDAY, 13 FEB 2013

... pension funds," he said. The research has significant connotations for the superannuation industry. With the average balanced fund allocating around 60% of funds to equity markets, equities will need to contribute around 10% per annually to performance ...

LUCRF's new growth option targets lower volatility

MARK SMITH | MONDAY, 4 FEB 2013

... LUCRF members on 1 November 2012. Since then it has returned 1.85% compared with 0.67% from cash and 3.69% from the Balanced Fund.

Hillross nudges $1bn in FUM

BEN COLLINS | TUESDAY, 15 JAN 2013

... including North, PortfolioCare, Personalised Portfolio and Macquarie Definitive Wrap. The flagship Experts' Choice Balanced Fund has outperformed its benchmark over one, three, five, 10 and 15 year periods, Hillross said. All other eight Experts' Choice ...

New multi-sector portfolio manager for Perpetual

MARK STORY | THURSDAY, 6 DEC 2012

Perpetual Investments today announced the appointment of Robert Graham-Smith as a Portfolio Manager/Senior Analyst to its multi-sector team. Graham-Smith's arrival adds to the nine strong multi-sector investment team based in Sydney. Graham-Smith will ...

Investment teams need more skin in game

MELANIE TIMBRELL | THURSDAY, 27 SEP 2012

... that hedge fund managers typically carry would help this absolute return focus. "If I was putting my money into a balanced fund or an institutional portfolio I'd be more likely to want an absolute return target than a relative target given that 10 year ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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