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Showing 121 - 130 of 1361 results for "Balanced"

Channel Investment Management secures RE mandate

KARREN VERGARA  |  TUESDAY, 14 JAN 2025
... officer for listed real assets strategies Joseph Smith said real estate and infrastructure are fundamental to building balanced, resilient portfolios that can weather economic challenges, while delivering long-term income and growth. "Long-term structural ...

CFS delivers 16.6% returns for growth members

MATTHEW WAI  |  MONDAY, 13 JAN 2025
Colonial First State (CFS) announced impressive returns for its balanced and growth equivalent funds throughout 2024. The FirstChoice Employer Super balanced option returned 13.8% in 2024, while the FirstChoice Employer Super growth option delivered ...

Bull market buoys super funds' 2024 returns

MATTHEW WAI  |  WEDNESDAY, 8 JAN 2025
... market, according to the Association of Superannuation Funds of Australia (ASFA), with some achieving nearly 12% for their balanced options. Rest's default option made a 11.19% return for 2024, the second consecutive year of positive returns. Rest ...

Superhero Super assets to swell via fund transfer

JAMIE WILLIAMSON  |  FRIDAY, 20 DEC 2024
... and Simple Choice Super members will pay significantly less in fees. Based on a $50,000 balance, those currently in the Balanced Growth option are paying a total of $610; in the Superhero Super Growth option, they'll pay $382. The assessment also ...

JBWere partners to launch fixed income funds

MATTHEW WAI  |  TUESDAY, 17 DEC 2024
... said the new offerings will provide "valuable and timely solutions" for those looking to add defensive components to a balanced, multi-asset portfolio, simultaneously underscore the wealth division's commitment in offering "high-quality investment" ...

Australian Retirement Trust primed for growth: Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2024
... 2030. The research house gave ART's MySuper option a Gold Medalist Rating, as with the High Growth, Conservative, and Balanced Risk Adjusted options, while its Conservative Balanced option was handed a Silver.

'But for' compensation methodology unfair: FAAA

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
... not, 'you've lost money'. The floor is, 'well, maybe you could have done a bit better in the Vanguard Balanced fund, for example'. That's where the anger is." At a separate session that touched on the topic, lead ombudsman for ...

Hostplus ups fees, makes $125m investment

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2024
... its investment fees and costs for FY23/24, increasing them between 0.06% to 0.16%. Members invested in the Conservative Balanced option and the Capital Stable option saw fees rise 10bps from 0.69% and 0.59%, respectively, to 0.79% and 0.69%. Members ...

APRA maintains policy amid uncertain environment

ELIZA BAVIN  |  MONDAY, 25 NOV 2024
... pick-up in credit growth, persistent cost-of-living pressures, a weakening jobs market and heightened geopolitical risks. Balanced against these risks, APRA noted that bank lending standards remain sound and non-performing loans remain low. APRA confirmed ...

HESTA to pay members impacted by COVID revaluations

ELIZA BAVIN  |  TUESDAY, 19 NOV 2024
... value of its unlisted assets to the tune of 7.5% on average, leading to a 2.2% reduction to the fund's $126 billion balanced option - and Hostplus which devalued assets within its property and infrastructure portfolios by a range of 7.5%-10%. In ...