Search Results | Showing 141 - 150 of 412 results for %22Single-strategy%22 |
| | ... trustees and auditors at the end of the month who they suspect may be holding 90% or more of their funds in one asset or a single asset class. Many of the SMSFs in the ATO's sights have limited recourse borrowing arrangements in place, with most ... |
| | | ... investments Brendan Casey during the integration, with both teams set to operate as per usual during the transition to a single team. Rest said the move would position it for further growth, and ensure the full benefit of its existing investment expertise ... |
| | | ... inflows of $13 illion and a pre-tax net profit of $83 million, which was normalised to account for management fees from a single large transaction. IFM announced a fee rebate to its investors last year, days after FY18 results. Himbury said a rebate ... |
| | | ... introduced a flat administration fee of $1.50 per week across all of its investment options, including diversified investments, single asset class and socially responsible options, effective July 1. The cap on administration fees of $1575 per year remained ... |
| | | ... introduced a flat administration fee of $1.50 per week across all of its investment options, including diversified investments, single asset class and socially responsible options. Members within its Under 75 option will now pay an administration fee ... |
| | | ... performance and risk is actually placed," Dunnin said. 1. While these are life cycle options, they operate as de facto single strategy options until members approach retirement. |
| | | ... excessively degrading overall returns," it said. Rainmaker found MySuper lifecycle strategies underperformed the single strategy index in the older age cohorts. But for younger members aged 35 and under, lifecycle strategies outperformed the single strategies. ... |
| | | ... to 150% of the maximum fortnightly pension rate. The changes translate to a maximum borrowing of $36,000 per year for a single and a $54,000 per year for a couple, paid in fortnightly instalments, according to AMP's modelling. "Part or full age pensioners ... |
| | | ... superannuation funds have trailed behind the retail sector in terms of adoption. Only five industry funds ditched their single strategy MySuper product for a lifecycle option, Rainmaker research shows. Giants like AustralianSuper, UniSuper and Hostplus ... |
| | | ... some examples of macroeconomic factors. Wealth Planning Partners director Amanda Cassar does not target exposures to a single factor or has the clientele and time to employ a multi-factor strategy. "I understand that factor-based investing can be more ... |
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