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Showing 131 - 140 of 221 results for "Balanced Fund"

Best interest to put focus on risk: Instreet

CLAIRE MCGREAL  |  FRIDAY, 10 FEB 2012
The contentious best interest clause in the FOFA legislation will place more of an onus on advisers to prove they are experts on the products they recommend to clients. That's according to asset management firm Instreet Investment, which has developed ...

BTIM adds $50m mandate to $6bn fund

ELISE BURGESS  |  TUESDAY, 1 NOV 2011
BT Investment Management has attracted a $50 million mandate into its $6 billion balanced fund as it continues to pitch itself as a single manager to clients. Emilio Gonzalez, chief executive officer, BT Investment Management (BTIM), told Financial ...

Super Choice did not change super habits

ALISON BEVEGE  |  WEDNESDAY, 27 JUL 2011
... choices. "They don't want hidden fees and commissions," she said. Reynolds stressed that most people wanted to be in a balanced fund that was fairly basic without whistles and bells that people pay for but don't use.

REST focused on long term after posting healthy returns

MATT WOODINGTON  |  THURSDAY, 14 JUL 2011
... year-to-year performance," said Hill. Recent data released by Rainmaker Research predicted an average superannuation balanced fund return of around 8% for the year. REST has 1.9 million members.

Telstra Super majority returns above 10%

ELISE BURGESS  |  WEDNESDAY, 6 JUL 2011
... results looked similar to recent data released by Rainmaker Research, which predicted an average superannuation balanced fund return of around 8% for the year. Starting on July 1, the fund introduced a common fee structure for all members, including ...

A decade on, Frontier turns new leaf

MICHELLE BALTAZAR  |  FRIDAY, 18 MAR 2011
... Frontier points to data showing that over the last 10 financial years, their clients have outperformed the average balanced fund option of a super fund by 1.07 per cent p.a. net of tax and fees.

Super fund returns fall to just 3.7 pct

COMPANY RELEASE  |  WEDNESDAY, 10 NOV 2010
... Staff, CBA Officers, Triple-S (SA), BUS(Q) and ESI (Qld). Vision Super has the top growth fund, ANZ Staff the top balanced fund, AMP Custom Super the top Australian shares fund, AGEST the top international shares fund, AustSafe the top Australian fixed ...

Real return to balance

ELISE BURGESS  |  FRIDAY, 24 SEP 2010
Some of today's balanced funds have departed from the real meaning of a balanced strategy cultivated many years ago, preventing investors from moving nimbly between the various asset classes, said a fund manager. Greg Cooper, Schroder Investment Management ...

ETF portfolio vs Future Fund portfolio shows gap

ELISE BURGESS  |  TUESDAY, 21 SEP 2010
In an experiment to see how a retail investment portfolio made up mainly of ETFs compares with the Future Fund's portfolio, Financial Standard discovers key investment gaps. David Bassanese, director of PennyWise Investment Economic & Investment Consulting ...

S&P reinstates ratings on AMP funds

NEWS RELEASE  |  TUESDAY, 7 SEP 2010
... the 'On Hold' ratings and to reinstate its previous three-star ratings on the RIL international share fund and RIL balanced fund and assign a three-star rating to the RIL Australian share fund. "While we acknowledge Athukorala has experience in managing ...