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Showing 141 - 150 of 6471 results for "Wrap"

Private markets boost Macquarie AM results

KARREN VERGARA  |  FRIDAY, 5 MAY 2023
Private markets buoyed Macquarie Asset Management (MAM), but the green energy sector dragged its performance in the year to March 2023. MAM saw funds under management of $870.8 billion rise 10% year on year but failed to replicate this growth across ...

Equity Trustees, OnePath dominate choice heatmap failure

KARREN VERGARA  |  WEDNESDAY, 26 APR 2023
... Investments (Colonial First State FirstChoice Super), AvSuper, Nulis Nominees (MLC Super), BT Funds Management (Retirement Wrap), EISS Super, Perpetual (WealthFocus Superannuation Fund) and REI Super. But it was Equity Trustees and OnePath that dominated ...

ASIC warns super funds on member communication failure

KARREN VERGARA  |  WEDNESDAY, 12 APR 2023
... following trustees and the respective super funds whose communication strategies are under fire: BT Funds Management (Retirement Wrap), Equity Trustees Superannuation (AMG Super), EISS Super (Pool A), SCS Super (Australian Catholic Superannuation and ...

BT Super, Mercer merger completes

JAMIE WILLIAMSON  |  MONDAY, 3 APR 2023
... gain for Westpac. BT is busy consolidating its remaining superannuation offerings, including shutting down the Retirement Wrap RSE and transferring all funds to Asgard Independence Plan Division Two.

BT to wind up Retirement Wrap

JAMIE WILLIAMSON  |  FRIDAY, 24 MAR 2023
... didn't include any of the super products held on the Panorama or Asgard platforms. Now, BT is going to close the Retirement Wrap super fund which underpins BT Panorama Super. Effective April, all BT Panorama Super members will be transferred to Asgard ...

Morningstar launches managed accounts portfolios

KARREN VERGARA  |  MONDAY, 13 MAR 2023
... investment strategies across managed funds and exchange-traded funds. The six portfolios, currently available on the Macquarie Wrap and Praemium platforms, are the Conservative, Moderate, Balanced, Growth, High Growth and All Growth options. HUB24 is ...

Negative wholesale funds market growth continues

ANDREW MCKEAN  |  WEDNESDAY, 8 FEB 2023
Australia's $1.6 trillion wholesale funds market has experienced negative growth, contracting 2.6% in annual terms. According to Rainmaker Information's latest Wholesale Advantage report, wholesale funds have had three consecutive quarters of negative ...

abrdn head of Aussie equities departs

ELIZABETH FRY  |  MONDAY, 30 JAN 2023
... typically a time for reflection, appreciation and enthusiasm for what lies ahead. "Many of you would know that 2022 saw me wrap up my time with abrdn and farewell the wonderful people that have made my 18-year journey nothing short of remarkable," she ...

Managed accounts dominated by SMAs

ANDREW MCKEAN  |  WEDNESDAY, 21 DEC 2022
... five years, non-managed account platforms have grown only 1% per annum. "Managed accounts are the main non-superannuation wrap investment vehicle, their growth means they have subsumed this sector, now being 85% of it. They are also the only segment ...

BT head joins Colonial First State

ANDREW MCKEAN  |  THURSDAY, 8 DEC 2022
... particularly with the upcoming launch of Edge in Q1 2023. As previously reported by Financial Standard, Edge is CFS's new wrap platform, which has been called the first major Australian wealth platform innovation in the last decade. Quirk said the new ...