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Showing 161 - 170 of 1389 results for "Balanced"

UniSuper offers plenty to like, says Morningstar

ANDREW MCKEAN  |  WEDNESDAY, 30 OCT 2024
... choices have delivered modest results over the three years to June 2024," it said. Over a three-year period, UniSuper's balanced option has returned 5.24% per annum. Over a 10-year period, that same option has returned 8.12% per annum. Last week, as ...

Cole puts funds on notice as expenditure data is revealed

ELIZA BAVIN  |  WEDNESDAY, 30 OCT 2024
... It's time to see that translate into action, without exception. There is no room for cynicism in this important task." Balanced view on marketing expenses needed: ASFA Association of Superannuation Funds of Australia (ASFA) chief executive Mary Delahunty ...

Qantas Super lowers investment fees, updates cash option

KARREN VERGARA  |  WEDNESDAY, 30 OCT 2024
... and there are no buy-sell spread fees. Fees in the Aggressive option, for example, went from 0.94% to 0.83%, while the Balanced option's fees declined from 0.90% to 0.81%. "Rather than being charged directly to you as a member and deducted from your ...

MLC AM awards listed property mandate

KARREN VERGARA  |  FRIDAY, 25 OCT 2024
... Wholesale strategy, it will affect Horizon 2-5 and the Global Property Fund. For the Pre-Select offering, the Conservative, Balanced, Growth, High Growth options will see the changes. Cohen & Steers, which has USD$13.1 billion in global real estate assets ...

ESSSuper shifts members to new default option

KARREN VERGARA  |  MONDAY, 21 OCT 2024
ESSSuper is moving members in its default investment option to the newly launched Balanced Growth Managed option. Members currently in the Balanced option will move to the Balanced Growth Managed option for Accumulation Plan and beneficiary accounts ...

Acclaim Wealth enters managed account space

ANDREW MCKEAN  |  TUESDAY, 15 OCT 2024
... instance, a practice with $200 million in FUM may find that they can only offer a limited range of models, such as growth or balanced, regardless of whether they're the best fit for each client's needs. He said the key difference with this new offering ...

AustralianSuper updates deceased members' investments

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... Socially Aware option is now aiming to beat CPI by more than 3.5% p.a. over the medium to longer term, as well as the median balanced fund over the same period. The median balanced fund is determined by SuperRatings' SR50 Balanced (60-76) Index. ...

RBA feels 'not enough has changed'

ELIZA BAVIN  |  TUESDAY, 8 OCT 2024
... enough had changed since the previous meeting to alter their assessment that the current level of the cash rate best balanced the risks to inflation and the labour market," the minutes said. "They therefore agreed that it was appropriate to leave the ...

Vision Super refreshes premium rates

KARREN VERGARA  |  MONDAY, 30 SEP 2024
... members. This week, the super fund will close its Property and Infrastructure options and remove them from one of its balanced offerings. Over three years, the Property option has returned just 1.73% and returned -7.52% for FY24. The Infrastructure option ...

ESSSuper ups admin fee cap

KARREN VERGARA  |  MONDAY, 23 SEP 2024
... will charge $3400 p.a. based on this balance, which is still ahead of most super funds. ESSSuper recently launched the Balanced Growth Managed option to help members increase their super balance for retirement by delivering stable returns via diversification. ...