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Showing 141 - 150 of 1908 results for %22Class Portfolio%22

ART delivers 10% for members

KARREN VERGARA  |  TUESDAY, 4 JUL 2023
... outperformance in equities, and relative outperformance in property, infrastructure, fixed income pretty and every asset class." The majority of the Balanced option, which aims for CPI+3.5% in returns, is invested in Australian and international equities ...

Warakirri buys almond farm

CHLOE WALKER  |  MONDAY, 3 JUL 2023
... Agribusiness Group, is one of the largest privately owned almond growers in the country. "We're delighted to add another first-class horticulture asset and a further high-quality tenant partner to the fund," Warakirri portfolio manager Steve Jarrot said. ...

Cbus delivers strong returns, grapples property headwinds

ANDREW MCKEAN  |  FRIDAY, 30 JUN 2023
... it's been a competitive advantage for us for many years; we won't be reducing the weight," he said. "In any asset class, where there is headwinds and softness, it's often the best time to be taking advantage of opportunities." Currently ...

Nuveen, Commonwealth Private partner to launch REIT

CASSANDRA BALDINI  |  FRIDAY, 30 JUN 2023
... investors in Australia for a minimum investment of $100,000, Nuveen said. According to the asset manager, as of Q1 2023, the portfolio included 495 properties with total assets valued at US$2.83 billion, a leverage ratio of 15.85%, and a 98% occupancy ...

Performance test excluding retirement products is "crazy": Podcast

CASSANDRA BALDINI  |  THURSDAY, 29 JUN 2023
... investment options, which we know from the banking Royal Commission, were poorly performing. A whole host of single asset-class investment options are excluded from the performance test," he concluded. Listen to the full episode here

The boomer boom is over: AUSIEX

CHLOE WALKER  |  TUESDAY, 27 JUN 2023
As Baby Boomers exit the workforce, all wealth industry participants need to rise to the challenges and opportunities presented by the great intergenerational wealth transfer, AUSIEX chief executive Patrick Salis says. According to AUSIEX's latest research ...

Pengana appoints leaders for private credit division

CASSANDRA BALDINI  |  FRIDAY, 23 JUN 2023
... private credit investment. "I'm delighted to be involved in this opportunity. We've seen private credit explode as an asset class, and I see huge scope for Pengana as a major player in this space," he said. Meanwhile, Finkelstein referred to Pengana ...

ISPT targets success with revamped leadership

JAMIE WILLIAMSON  |  THURSDAY, 22 JUN 2023
... the 50%+ of working Australians who have their retirement savings invested in property through us." "We believe the world class talent, collaborative spirit and vision we now have in place across the business will drive ISPT's reputation as one of the ...

VanEck reduces management fees on ETFs

CASSANDRA BALDINI  |  MONDAY, 19 JUN 2023
... than other securities," he said. Meanwhile, VanEck further explained that REIT gives investors access to a diversified portfolio of international property securities from developed markets (ex-Australia) with returns hedged into Australian dollars. It ...

ETP investors struggle to pick winners

ANDREW MCKEAN  |  FRIDAY, 9 JUN 2023
... were leveraged currency, leveraged bear market equities and crude oil. These strategies are mainly used to offset other portfolio or business risks and not usually meant to be held long term. For fixed interest products and cash, the difference between ...