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Showing 161 - 170 of 219 results for "Balanced Fund"

Is offshore investment necessary?

... of the limitations and regulatory restrictions placed on them by their stated investment strategy. For example, a balanced fund, seeing an increasing correlation between US and Australian equities, would need to go through the process of modeling an ...

CSRF drops SIM for AMP

... fund's investment portfolio. Both asset consultants recommended AMP Capital Investors' Responsible Investment Leaders Balanced Fund, which the fund decided to invest in. "The AMP Responsible Investment Leaders Balanced Fund has a broader asset sphere ...

MTAA awards $450m quant mandate

MICHAEL HOBBS  |  TUESDAY, 18 MAR 2008
MTAA Super has awarded a $450 million mandate to BlackRock Investment Management to run a quantitative, tax-aware Australian equities portfolio. Maurice O'Shannassy, BlackRock managing director, said a tax-conscious portfolio could make a substantial ...

Double digit days are over

RUTH LIEW  |  TUESDAY, 18 MAR 2008
Average fund returns of 15 per cent or more could soon be a thing of the past as investment experts predict that returns this year are more likely to be around the 8 per cent mark. Speaking at the Conference of Major Superannuation Funds (CMSF) yesterday ...

CAAM dons emerging markets cap

RUTH LIEW  |  TUESDAY, 19 FEB 2008
From Russia to Brazil, Africa to India, emerging markets are outpacing their developed counterparts left, right and centre, and Credit Agricole Asset Management's (CAAM) Australian arm is the latest firm to capitalise on this sector's growth. Launched ...

More bite from subprime

MICHAEL HOBBS  |  THURSDAY, 13 DEC 2007
... government bonds in the current market conditions so we're heavily overweight in cash by around 10 per cent in our balanced fund," he said.

The future of wealth management

The power of brand, the realisation that choice and flexibility is what we sell, and the evolving definition of balanced investing as alternative assets become mainstream are just three of the trends changing the face of wealth management, said Alex ...

Perpetual rejigs wealth and asset mgmt arms

MICHAEL HOBBS  |  MONDAY, 17 SEP 2007
... interest, mortgage, property and infrastructure funds management as well as the company's Select multi-manager and balanced fund management activities. Meanwhile, private wealth will consist of all the current and future direct-to-customer businesses ...

Stable funds bad defaults: ICI

ALEX DUNNIN  |  WEDNESDAY, 25 JUL 2007
The US Investment Companies Institute (ICI) has called for retirement funds to be invested to achieve growth, and dismissed calls from the US life insurance industry that capital stable funds be allowed as default investment choices in 401(k)s. "Stable ...

Balanced funds tip towards alternatives

A new Deloitte survey on what asset classes a balanced fund typically invests in found falling demand for fixed interest and a marked shift towards alternative assets. The survey looked at asset allocations for balanced funds in 2002 and how they compare ...