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Showing 141 - 150 of 168 results for "Total Portfolio"

WealthSure selects OneVue UMA platform

MELANIE TIMBRELL  |  WEDNESDAY, 4 APR 2012
... wealth, including retail super investments to be transitioned across to the platform and reported as part of their total portfolio using online tools. WealthSure has approximately 420 advisers across Australia.

OneVue adds retail super to platform

MELANIE TIMBRELL  |  THURSDAY, 9 FEB 2012
... including retail superannuation investments to be transitioned across to the platform and be reported as part of their total portfolio using online tools, according to Connie Mckeage, OneVue's chief executive. Diversa Group will be the superannuation ...

Upside in fixed income: Aberdeen

MATT WOODINGTON  |  THURSDAY, 17 MAR 2011
... for investing in them goes out of the door most of the time," said Rodriguez. "But you need to think about your total portfolio as a manager and the negative correlation that comes from bonds versus your growth assets is important but in the Australian ...

Temasek seeks Asian equities fundies

RUTH LIEW  |  FRIDAY, 9 JUL 2010
... by more than $46 billion from a year prior, with a total shareholder return of over 42 per cent for the year. Total portfolio returns to the shareholder, net of a risk-adjusted hurdle was $35 billion - while group net profit was $5 billion. "Our portfolio ...

AMP boosts SMA service

COMPANY RELEASE  |  WEDNESDAY, 2 JUN 2010
... investment reports. There is also centralised cash management - a single cash account that sits alongside a customer's total portfolio rather than individual investment options. The AMP Personalised Portfolio service, launched in February last year ...

Westscheme drops GMO and BlackRock

MICHAEL HOBBS  |  FRIDAY, 9 APR 2010
... fund has more than $480 million invested in international equities, which represents more than 16 per cent of its total portfolio, according to Rainmaker. This announcement comes after Howard Rosario, chief executive at Westscheme, said he was intensely ...

Future Fund mulls Transurban investment

MICHELLE BALTAZAR  |  FRIDAY, 11 DEC 2009
... as discussions are still preliminary." In its September 30 portfolio update, the Fund had 1.8 per cent of its total portfolio (ex Telstra) or $1.06 billion invested in infrastructure assets. At the IMCA conference last month, Future Fund chief investment ...

Future Fund targets credit assets

MICHAEL HOBBS  |  MONDAY, 7 DEC 2009
... The Future Fund has more than $14 billion invested in debt securities, representing just over 24 per cent of its total portfolio as at September - up from 10 per cent a year ago.

Tax and dividend boost at OptiMix

COMPANY RELEASE  |  MONDAY, 14 SEP 2009
... responsible for implementing and managing this strategy. "We intend allocating approximately 5 per cent of the total portfolio to TDOS. This allocation has an effective tax enhancement equivalent to almost 15 per cent allocation to a typical dividend ...

CalPERS buys Macquarie property

RUTH LIEW  |  MONDAY, 3 AUG 2009
... of substantially the same shopping centers from CalPERS and First Washington in 2005 for an amount reflecting a total portfolio value of $3.3 billion. Regency Centers Corporation of Jacksonville, Florida will retain its 25 percent interest in the portfolio ...