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Showing 1711 - 1720 of 7324 results for "Returns"

SMSF sector grows 11%: ATO stats

JAMIE WILLIAMSON  |  TUESDAY, 22 FEB 2022
... members was $116,000, while the median was $65,000. For its analysis, the ATO primarily considered 2019/20 SMSF annual returns in addition to 2020/21 information from registrations, wind-ups and auditor contravention reports.

Private debt and YFYS: Research

ELIZABETH MCARTHUR  |  FRIDAY, 18 FEB 2022
... that tax has been ignored for the purposes of this analysis. The Schroders analysis explained data on either private debt returns or loss rates across the industry is lacking due to the private, bespoke nature of the loan arrangements. The data that ...

Magellan promises better investment performance

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
... of $30.8 billion was flat at the end of 2021. "The Magellan Global Fund has met its long-term objective of delivering returns of 9% per annum net of fees since inception, however we recognise that we need to sharpen our investment processes to improve ...

What fund selectors want: Natixis

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 FEB 2022
... selectors believing that low rates have distorted valuations. Despite the doom and gloom, fund selectors remain upbeat about returns. Long-term return assumptions are on the rise, up from 7.1% in their 2021 outlook to 7.8% in 2022. However, Natixis reported ...

ATO underestimates SMSF performance: Report

CHLOE WALKER  |  WEDNESDAY, 16 FEB 2022
... is really significant point of strength for the work that we've done," he said. "One of our findings is that SMSF returns displayed greater variation, and they have a high propensity to outperform and some of them have a propensity to underperform ...

Assets under custody hit $4.7tn

ELIZABETH MCARTHUR  |  TUESDAY, 15 FEB 2022
... it can also be traced to the long-term trend of institutional investors repositioning portfolios so as to seek balanced returns. There was also onboarding of new custody mandates on the part of some members evident in the relative movements during the ...

Zerocap unveils new bitcoin fund

CHLOE WALKER  |  TUESDAY, 15 FEB 2022
... volatility and price swings. The objective of Smart Beta Bitcoin is to reduce and balance risk while improving risk adjusted returns, while providing exposure to Bitcoin for investors, ZeroCap said. Zerocap chief investment officer Jonathan de Wet said ...

Inflation to hit ASX returns

ELIZABETH MCARTHUR  |  MONDAY, 7 FEB 2022
According to new quantitative analysis, higher inflation in Australia is set to have a negative impact for ASX investors. SigTech, a quantitative technology company, provided analysis on how various inflation levels over the past 50 years have impacted ...

Mantis in new distribution partnership

JAMIE WILLIAMSON  |  MONDAY, 7 FEB 2022
... conventional life insurance policies. Considered an alternative to fixed interest, TEPs offer attractive and predictable returns, backed by insurance companies' statutory funds and balance sheets, Mantis said. "While savvy family offices and institutions ...

BetaShares launches new bond ETF

CHLOE WALKER  |  MONDAY, 7 FEB 2022
... bonds based on their risk-adjusted income potential rather than debt-weighting, aiming to provide investors with higher returns than the most commonly used Australian fixed income benchmark, the AusBond Composite Index (AusBond). OZBD aims to maintain ...