Search Results | Showing 131 - 140 of 6777 results for "Benchmark" |
| | | ... or appearing too expensive in RG97 disclosures will impact retiree balances. The test in its current form encourages benchmark hugging, while RG97, the ATO's YourSuper comparison tool, and APRA's comprehensive product performance package force a focus ... |
| | | | ... implementation from 1 July 2026. It will use a reference portfolio set at 75% equities and 25% bonds, which it will use to benchmark the performance of the investments selected by the team. It said this will improve transparency, eliminating the need ... |
| | | | ... "equity-like" returns with its long and short positions along with an additional option of holding up to 10% outside the benchmark in small and mid-cap stocks. "The strategy's defining feature is its ability to perform in both rising and falling markets. ... |
| | | | ... strategies maintaining a continuous track record over the 10 years to June 2025. Active funds underperformed the passive benchmark in this category by an average of 2.5%. "While active managers have demonstrated intermittent periods of outperformance ... |
| | | | ... Management chief executive Asia Pacific Paul Cuddy said "By balancing exposures to key investment styles and controlling benchmark-related risks, the strategy is designed to perform in a wide range of market conditions." The launch follows that of its ... |
| | | | ... HJPN) - but none of them are tracking the TOPIX 100 Index. IJP is tracking the MSCI Japan Index and is outperforming the benchmark marginally over the past 12 months. Meanwhile, HJPN tracks the S&P Japan Exporters Hedged AUD Index and is slightly underperforming ... |
| | | | ... must uphold member outcomes as the core purpose of the test. Secondly, changes must maintain an objective standard or benchmark for fund performance. And third, any changes must be enduring to set the test up for long term stability," Chalmers said. ... |
| | | | ... intelligence and digitisation are a key thematic influencing investment strategy. Most super funds prefer to remain 'on benchmark' in the US tech sector despite valuation concerns, NAB found. Super funds are also placing greater emphasis on liquidity ... |
| | | | ... contrast, Class B has a lower management fee (0.70%) but incurs a performance fee of 15.375% p.a. of returns above the benchmark, paid annually. Gentle said advisers are increasingly disillusioned with the ASX 200, given its concentration, and thus "susceptible ... |
| | | | ... stocks on Cboe. Established in 2006, the fund's strategy has delivered actualised returns of 9.79%, outperforming its benchmark by 2.55% per year. Currently, the fund manages $2.8 billion in institutional money, as well as $103 million in unlisted retail ... |
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