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Showing 161 - 170 of 1361 results for "Balanced"

Equip Super returns 9.23% to members

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
Equip Super has revealed its Balanced Growth option achieved a return of 9.23%, and its Growth Plus option delivered 12.12%. Equip Super chief investment officer Andrew Howard said despite a challenging global backdrop, rising interest rates and ongoing ...

Data concerns land Fiducian with additional licence conditions

JAMIE WILLIAMSON  |  TUESDAY, 16 JUL 2024
... Services oversees $2.57 billion in funds under management on behalf of nearly 9000 members. This comprises the Fiducian Balanced Fund, Fiducian Capital Stable Fund, Fiducian Growth Fund, and Fiducian Ultra Growth Fund which, as trustee-directed products ...

Spirit Super finds a new custodian

ANDREW MCKEAN  |  TUESDAY, 16 JUL 2024
... in their communities and industries, according to its latest annual report. Separately, Spirit Super reported that its balanced MySuper investment option returned 8.8% in the last financial year, while its growth option achieved 10.73%, and its sustainable ...

Aware Super closes fixed interest fund

ELIZA BAVIN  |  TUESDAY, 16 JUL 2024
... Investment Funds or Aware Super." Aware Super now has seven funds available, including the Capital Stable Fund, Moderate Fund, Balanced Fund, Growth Fund, Cash Fund, Australian Equities Fund, and International Equities Fund. In addition to the fund closure ...

Vanguard Super's default option delivers 13.2% return

ANDREW MCKEAN  |  MONDAY, 15 JUL 2024
... entrant super fund, which has 12,850 members and $1.1 billion in funds under management (FUM), also reported that its balanced and conservative options returned 8.11% and 5.86%, respectively. Vanguard Asia Pacific chief investment officer Duncan Burns ...

Future Super returns 10.1% to ethically minded members

JAMIE WILLIAMSON  |  FRIDAY, 5 JUL 2024
... offering has returned 10.1%, while Verve Super achieved 9.9% last financial year. The results are for the Future Super Balanced Index option and Verve Super's standalone strategy. Future Group said the results are proof that responsible investing pays ...

ANZ, Blackstone launch HNWI fund

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... Dowling and chief investment officer David Ben-Ur oversee the fund. Dowling said: "We are committed to creating customised, balanced, and resilient strategies for investors, which can thrive across multiple environments, and we are proud of the platform ...

TelstraSuper produces 9.6% MySuper return

JAMIE WILLIAMSON  |  THURSDAY, 4 JUL 2024
... age 50 onwards," he explained. Before October 2023, once a member turned 45, they were transitioned into the MySuper Balanced option, however this was changed in recognition of changing lifestyles and longer life expectancies. "Younger members under ...

AustralianSuper reports 'solid return', lags rivals

ANDREW MCKEAN  |  THURSDAY, 4 JUL 2024
AustralianSuper's default balanced investment option, where over 90% of its members are invested, reported an 8.46% return for the last financial year. That option has an average annual return of 8.72% over 15 years. Meanwhile, the $335 billion super ...

Aware Super delivers 11.02% to default members

JAMIE WILLIAMSON  |  THURSDAY, 4 JUL 2024
... 14.62% for the financial year. Meantime, the High Growth Socially Conscious option returned 12.73%. Its Conservative Balanced pension option, home to most retiree members, returned 7.66%.