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Showing 121 - 130 of 872 results for "Accumulation"

New board director at AFIC

KANIKA SOOD  |  THURSDAY, 22 APR 2021
... since 1928 and at March end had assets of $6.3 billion and market cap of $8.3 billion. It invests in S&P/ASX 200 Accumulation Index companies for a 13bps per year fees. At March end, it had a $110 million shareholding in Seek. AFIC's five biggest holdings ...

Super fund liquidity could be better: RBA

JAMIE WILLIAMSON  |  WEDNESDAY, 14 APR 2021
... their investments," the RBA wrote. "This could add to the liquidity challenges associated with funds shifting from an accumulation phase - with total contributions exceeding benefit payments - to a drawdown phase as the superannuation system matures." ...

UniSuper tops MySuper league tables

KANIKA SOOD  |  WEDNESDAY, 14 APR 2021
... three-year period, making it the best performing MySuper option. It was followed by Australian Ethical Super Employer (accumulation) with 8% p.a. and Tasplan - OnTrack Build with 7.4% p.a. [Tasplan has since switched to single-strategy MySuper]. The ...

Ausbil adds to mFund lineup

KANIKA SOOD  |  TUESDAY, 6 APR 2021
... Mason Willoughby-Thomas and Arden Jennings. It has since returned 57.26% to the 30.42% from S&P/ASX Small Ordinaries Accumulation Index. Its biggest holdings included Nuix, Galaxy Resources, Lynas, IGO and Uniti Group. ASX's mFund marketplace had 236 ...

Super runs out before death: ASFA

KARREN VERGARA  |  WEDNESDAY, 31 MAR 2021
... Australians die with the bulk of their wealth at retirement intact - thanks to the prioritisation of savings during accumulation phase and the ability to live off the return on their capital. "If this does not change, as the superannuation system matures ...

Changes on Perpetual Industrial Shares Fund

KANIKA SOOD  |  TUESDAY, 30 MAR 2021
... in his future endeavours." The strategy invests in industrial shares and is benchmarked to S&P/ASX 300 Industrials Accumulation Index. It has been running since 1995 and is currently under the benchmark on three, five, 10 and since-inception basis.

APSS explores merger with Sunsuper

ANNABELLE DICKSON  |  FRIDAY, 26 MAR 2021
... within its structure and maintain APSS's defined benefits scheme funded by Australia Post. APSS members' accumulation balances are to be transferred to a similar investment product within the merged fund. Last week Sunsuper and QSuper confirmed ...

Aberdeen Standard rejigs Aussie equities fund

KANIKA SOOD  |  THURSDAY, 25 MAR 2021
... for particular revenue streams, and target carbon intensity of least 20% lower than its benchmark, the S&P /ASX200 Accumulation Index. Lopez said the fund will invest in stocks it sees as "improvers" that may be screened out of ESG-data providers like ...

Hyperion ETF goes live

ANNABELLE DICKSON  |  TUESDAY, 23 MAR 2021
... the unlisted fund which is 0.70% per annum management fee and a 20% performance fee above the benchmark (MSCI World Accumulation Index). The Hyperion Australian Growth Companies Fund delivered the highest return in the large-cap segment of 18.9% per ...

Managed accounts FUM inch to $100bn

KARREN VERGARA  |  FRIDAY, 12 MAR 2021
... markets for the second half of 2020 were significantly more positive than the first half. The value of the ASX/S&P200 Accumulation Index rose 13.2% over the period, (compared with the decrease of 10.42% decrease in the prior six months). This will have ...