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Showing 1301 - 1310 of 1362 results for "Balanced"

Retail super versus industry fund, take your pick; InTech

... two top performing funds on a one-year basis were the Invesco commercial fund achieving 19.3% ahead of the BT Active Balanced fund at 19.2%. In the corporate fund category the top performer was Coles Myer at 15.5%, while within industry funds REST diversified ...

Strong showing by Fiducian funds

... According to Mercer for the year ending June 2004, the Fiducian Growth fund rated third, behind Invesco Growth and BT Balanced on a one-year basis, while over a two-year period the Fiducian Growth fund rated highest. The other standout feature from the ...

Investment managers add value: Mercer

... a strong contributer, with the Topix returning an annual 33% against the US S&P/500 which gained 19.1%. The BT Active Balanced fund and Invesco Wholesale were the two top performing funds, achieving 5.3%, and 4.9% return above benchmark for the year. ...

One-year returns for super funds jump 13.2%

... performance data, released by Rainmaker Information ahead of its super fund report due end July, revealed the QSuper balanced option leads the current default investment option top ten crediting rates (CR) for one year, with a CR of 15.26%. The CR measures ...

BT, Invesco rank highest; Mercer

... in June contributing to an annual return of 7.3%. A total of 37 funds were included in the survey with the BT active balanced fund ranking highest, printing a monthly return of 4.3% in June and 19.2% for the year. Of the growth funds included in the ...

BT announces new $40 million corporate super mandate

... mandate is a hybrid defined benefit / accumulation fund with 750 members and the default portfolio is BT's Multi-manager balanced fund. "With 33% growth in funds under administration and $190 million in new mandates this year, this trend is set to continue ...

Funds to return at least double digits: Rainmaker

... strongest annual returns in seven years. According to Rainmaker Information head of Research Alex Dunnin, average returns for balanced options are likely to be between 12% and 15%. Dunnin said if any balanced fund posted sub-double digit returns then ...

Mixed response to Govt's preferred fee disclosure model

... wholesale funds management body IFSA, said the Government announcements were good news for consumers, and the package was "a balanced and sensible approach."

Pooled funds running hot: Mercer

... median to 11.7 %, its highest level since 1997, according to the latest Mercer Investment Consulting survey. The Citigroup Balanced Trust was the best-performing pooled fund overall and number one in the balanced-fund category with a return of 2.1% in ...

BT expands corporate super platform

... from 1 August, BT Lifetime Super Employer Plan will include in its select manager portfolios, a diversified Schroder's Balanced fund, categorized as a moderate risk investment. The fund will invest principally in Australian shares, fixed interest and ...