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Showing 131 - 140 of 291 results for "PDS"

Australian Unity launches funeral bond

KARREN VERGARA  |  MONDAY, 31 JUL 2017
... Investors require a minimum of $100 with regular instalments of $50 per month, according to the product disclosure statement. The PDS also noted investors on the Age Pension or any other means-tested government pension or allowance will not be impacted ...

Disengaged members vulnerable in super

EMMA RAPAPORT  |  MONDAY, 3 JUL 2017
A review by ASIC into member experience with superannuation has highlighted a number of key vulnerabilities for consumers. The report, which mapped three stages of the superannuation lifecycle - joining a fund, participating in a fund, and changing ...

New cash fund targets retirees

KARREN VERGARA  |  TUESDAY, 27 JUN 2017
... redemption, have access to funds within seven days. Distributions will be automatically reinvested back into the trust, the PDS shows. About 70% of the portfolio invests in bank term deposits, with 30% allocated into the Trilogy Monthly Income Trust ...

Managed funds platform launches

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
... Funds are required to have a minimum net asset value of $25 million and a three-star Morningstar rating, according to the PDS. Investments start at a minimum of $1000. "For advisers already off platform, uXchange offers the ability to scale their business ...

Daintree launches fixed income trust

KARREN VERGARA  |  FRIDAY, 9 JUN 2017
... investing in global fixed income securities and cash; it requires a minimum investment amount of $25,000, according to the PDS. "All securities must carry a Standard & Poor's rating (or equivalent) of BB- or higher at the time of purchase," it said. ...

BetaShares launches defensive ETF

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2017
... the portfolio have an average credit rating of A+. The fund charges management costs of 0.22% per annum. According to the PDS, the ETF complements cash or term deposits by providing "a regular [monthly] income stream without the requirement to lock up ...

Super insurance must be standardised: ISWG

KARREN VERGARA  |  FRIDAY, 5 MAY 2017
The Insurance in Superannuation Working Group is pushing to standardise how super funds communicate life insurance information to members. In its third discussion paper released today, the working group highlights three in ten Australians have no clue ...

BT Panorama lists sovereign bond fund

KARREN VERGARA  |  THURSDAY, 27 APR 2017
... in physical sovereign bonds ensures liquidity in all markets and a simplicity that clients can understand. According to the PDS, the fund is actively managed and aims to generate income by investing in a globally diversified portfolio of government bonds ...

Industry fund launches ethical investment option

KARREN VERGARA  |  WEDNESDAY, 29 MAR 2017
... This option has a high level of investment risk and suits members with an investment time horizon of six years or more, the PDS shows. Chief executive David Elia said sustainable investing has been a focus for Hostplus for a numbers of years and an extensive ...

Liftoff imminent at Spaceship

EMMA RAPAPORT  |  TUESDAY, 14 MAR 2017
... have to actively transfer their funds into Spaceship and away from their employer's default fund. According to Spaceship's PDS, the product-provider does not have their own stance on ethical investing but rather relies under the policies of underlying ...