Search Results | Showing 131 - 140 of 1389 results for "Balanced" |
| | | ... to bring this opportunity to wholesale investors, offering them a rare opportunity to access a highly curated and well-balanced portfolio of private equity investments." Lukin said there has been a growing appetite amongst high-net-worth investors looking ... |
| | | | ... Over the past decade, State Super's members have netted more than $16,000 above the median return of Super Ratings' 50 Balanced index while taking on significantly lower portfolio volatility compared to most funds. Its defined contribution growth fund ... |
| | | | ... a 5% lower allocation, BlackRock leaned favourably towards global bonds which gained 5% within its Enhanced Strategic Balanced model portfolio. The rebalance sparked an outsized portion of the $2 billion change of hands in a single day. BlackRock did ... |
| | | | ... superannuation entities. "The fund's sustainability metrics, as a result of COVID, weren't great..." Kaspar said. CareSuper's balanced MySuper default investment option returned 10.6% over the year to January 31, 6.3% over five years, and 7.2% over ... |
| | | | ... surpluses are at the whim of iron ore prices and reliant on bracket creep," it said. "Restoring fiscal sustainability via a balanced budget and low debt can help Australia weather global shocks." Lastly, the report said the government needs to focus ... |
| | | | ... unfair." "Australia's phenomenally successful super system is the envy of the world, and with good reason. The typical balanced superannuation fund returned 10.5% to members last year, with some funds returning up to 12%. This is real money in the ... |
| | | | ... these shortfalls through strong investment returns in super in 2024. Further, the peak industry body found that most balanced options in super have returned at least 10.5% in the calendar year, with some funds recording nearly 12%, including Colonial ... |
| | | | ... Companies in Asia and International Shares, which both recorded returns well in excess of 20%," he said. "UniSuper's Balanced option, which is our default option, returned 11.7% for the 12 months to 31 December 2024. Our Sustainable Balanced option performed ... |
| | | | ... lucky to be outside the crosshairs of impactful tariffs. In terms of forward guidance, we expect the RBA to be extremely balanced and will guide the market not to expect a quick or extensive cutting cycle." |
| | | | ... cap to superannuation balances for tax concessions. "Although a global recession is not forecast, we continue to take a balanced approach for our diversified funds, and we remain only marginally above benchmark in our exposure to 'growth' assets," ... |
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