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Showing 141 - 150 of 2163 results for "Plus"

ASIC levy to slug advisers $48.4m

KARREN VERGARA  |  TUESDAY, 9 JUL 2024
... that provide personal advice to retail clients on relevant financial products are due to fork out a minimum levy of $1500 plus $2878 on a per adviser basis. According to the Cost Recovery Implementation Statement (CRIS), amounts are based on the total ...

HMC Capital announces new $50m investment

ELIZA BAVIN  |  MONDAY, 8 JUL 2024
... further scaled to take advantage of favourable investment fundamentals for storage assets. HMC will make an initial investment plus additional funding over a three-year period (subject to achieving early-stage development milestones) resulting in a total ...

Australian Retirement Trust delivers 11.3% in FY24

KARREN VERGARA  |  MONDAY, 1 JUL 2024
... the positive standouts in the portfolio. The reason for that being private debt is a combination of floating rate positions plus spread. In an environment with no defaults and relatively attractive spreads and relatively high interest rates, it's ...

Where does the world's largest active manager say to invest?

ANDREW MCKEAN  |  FRIDAY, 21 JUN 2024
... to new markets. "Rising geopolitical logistical issues during the COVID pandemic forced many companies to adopt a 'China Plus One' strategy, diversifying their supply chains out of China," the report said. This resulted in emerging markets benefiting ...

Barrenjoey, Scentre Group establish jointly managed fund

ELIZA BAVIN  |  FRIDAY, 21 JUN 2024
... established a jointly managed fund to purchase a 50% stake in Adelaide's Westfield Tea Tree Plaza and the adjoining Tea Tree Plus for $308 million. CBRE head of retail capital markets - pacific, Simon Rooney negotiated the deal on behalf of a Dexus managed ...

TCorp moves to new OneFund structure

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUN 2024
... fund while also delivering efficiencies on the back of a more streamlined structure. OneFund will target returns of 4.5% plus CPI over rolling 10-year periods, increasing risk slightly across the individual funds to do so. Creating OneFund is also expected ...

Innova backs using leverage in super for housing

ELIZA BAVIN  |  MONDAY, 17 JUN 2024
... it's time to reconsider those rules given the superannuation system has been established for decades. Superannuation is a 40-plus year investment where volatility, which can be amplified by moderate leverage, can be managed," he said. "Most superannuation ...

Pengana launches new term account

ELIZA BAVIN  |  WEDNESDAY, 12 JUN 2024
... fixed spread above the Reserve Bank of Australia's (RBA) cash rate. For a one-year term account, that equals RBA cash rate plus 3% net of fees, which currently totals a target rate of 7.35% on a one-year term. This increases to 8% p.a. for a two-year ...

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... in increasing their financial acumen? Parents are often frustrated by the gaps. They're also coming off the back of 40-plus year careers when you're having these sorts of conversations," Vade says. Among his clients, Paul Heath, the chief executive ...

CalSTRS appoints chief investment officer

ANDREW MCKEAN  |  THURSDAY, 16 MAY 2024
... CalSTRS Search Committee chair Harry Keiley said Chan has a combination of institutional investing skills and experience, plus a down-to-earth leadership style. "He is unquestionably the right person to lead our talented and diverse team..." he said. ...