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Showing 121 - 130 of 687 results for "Conservative"

Industry fund updates investment fees

ELIZA BAVIN  |  THURSDAY, 22 OCT 2020
... result of a review conducted in conjunction with our asset consultant Frontier." The changes reflect a slightly more conservative approach to the fund's investment benchmarks. ACSRF also reduced its standard risk measures, so options like the balanced ...

Sunsuper cops rating downgrades

ANNABELLE DICKSON  |  TUESDAY, 20 OCT 2020
... downgraded by Morningstar following its revised ratings framework. The $70 billion industry fund's balanced, growth, conservative and retirement options are now rated as bronze, having previously been silver. A Sunsuper spokesperson told Financial ...

New property fund launches

ELIZABETH MCARTHUR  |  FRIDAY, 16 OCT 2020
... officer. Former Westpac property valuer Rob Alston has been appointed chief operating officer. "In a complex and conservative lending market, our team's ability to identify and back strong projects is founded on deep sector experience and a track record ...

Low rates put retirees at risk: Vanguard

ELIZA BAVIN  |  TUESDAY, 29 SEP 2020
... Australia senior investment strategist Inna Zorina said. "This scenario requires a retired investor, arguably at the most conservative phase of their investment journey, to take on immense risk. " Zorina said the low rate environment has presented a ...

Morningstar ratings tally for global equities

KANIKA SOOD  |  FRIDAY, 25 SEP 2020
... new methodology put a greater focus on fees. Six funds moved from silver to gold: Platinum Asia, Robeco Emerging Conservative Equity AUD, Stewart Investors W Worldwide Leaders, Stewart Investors W Worldwide Sustainability and T. Rowe Price Global Equity. ...

AMP tops worst-performing super funds list

KARREN VERGARA  |  TUESDAY, 22 SEP 2020
... balanced funds, AMP Capital's Dynamic Markets (-2.2% p.a.) was the only product in the red. OnePath's OptiMix Conservative (1.7% p.a.), Zurich's Capital Stable (1.9% p.a.), OnePath's Balanced (2.2% p.a.) and MLC Inflation Plus Portfolios' ...

Vanguard fund drops "cash plus" name

KANIKA SOOD  |  THURSDAY, 3 SEP 2020
... Vanguard's name change follows similar moves by Legg Mason's Western Asset who switched from cash plus to "conservative income" and UBS Asset Management which renamed to "short term fixed income". [Legg Mason has since been acquired by Franklin ...

Industry funds triumph July performance

ANNABELLE DICKSON  |  WEDNESDAY, 2 SEP 2020
... balanced choice income came in second over the same periods returning 8.2%, 7.5% and 9.3%. Over the one-year period Cbus conservative growth income stream ranked first returning 2.2%. This was followed by Equipsuper's default pension at 1.9% and Vision ...

Vision Super revises investment strategy

ELIZA BAVIN  |  TUESDAY, 25 AUG 2020
... such any investment options that contain a high proportion of bonds." For Vision Super, the effected options are the conservative, balanced and diversified bonds options. It said changes have been made to some of its pre-mixed investment options as a ...

Sunsuper announces investment, insurance changes

ELIZA BAVIN  |  TUESDAY, 18 AUG 2020
... Effective 1 October 2020, Sunsuper will also change the strategic asset allocations for its Growth, Balanced, Retirement, Conservative and Balanced index options, as well as the Balanced and Retirement Pools in its Lifestyle Investment Strategy. For ...