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Showing 171 - 180 of 874 results for "Accumulation"

Boutique launches sustainable Aussie equities strategy

KANIKA SOOD  |  TUESDAY, 19 MAY 2020
... strategy's lead portfolio manager Will Baylis said. It will hold about 55 securities and aim to beat the S&P/ASX 200 Accumulation Index over rolling three-year periods. The fund is priced at 64 bps per year in management fees (negotiable, according to ...

Industry fund revalues unlisted assets

HARRISON WORLEY  |  TUESDAY, 28 APR 2020
... infrastructure as 100% growth," Statewide said. "We've also named our default MySuper option simply "MySuper" for the accumulation version and "Growth" for our pension product. "For most of the time this was deemed to be a little too conservative but ...

Boutique launches new Aussie equities fund

KANIKA SOOD  |  THURSDAY, 23 APR 2020
... profitability and ability to pay a dividend in near future. In March, the fund returned -1.03% compared to S&P/ASX Midcap 50 Accumulation Index's returns of -2.3%. Top holdings in the portfolio at month end were Resmed, TPG, A2, Magellan and Breville ...

Best, worst performing Aussie equities funds

KANIKA SOOD  |  WEDNESDAY, 22 APR 2020
... February 20 all-time high. The quarter saw the main benchmarks for large cap Australian equities funds (S&P/ASX 200 Accumulation Index) fall 23% while the small-caps benchmark (S&P/ASX 200 Small Ords Accumulation Index) tumbled 26.7%. Both erased three ...

Return of the king

ELIZA BAVIN  |  THURSDAY, 2 APR 2020
... "I think it is very important for investors to be able to step back and focus on the long-term objective of wealth accumulation." Doyle expressed the same sentiment that cash should be cash, and it exists are part of a diversified portfolio for a good ...

Statewide revises down investment objectives, ups fees

ELIZABETH MCARTHUR  |  TUESDAY, 31 MAR 2020
... investment objective of CPI+ 3%. At the same time, the fund announced the dollar-based administration fee charged to accumulation and pension accounts will increase from $1.50 per week to $1.75 per week from May. The asset based admin fee will increase ...

Coronavirus puts rocket under shorting ETFs

KANIKA SOOD  |  WEDNESDAY, 18 MAR 2020
... worst performing equities funds in the recent periods. BEAR returns 0.9% to 1.1% return every time the S&P/ASX 200 Accumulation Index falls 1%. Its leveraged version, BBOZ, delivers 2 to 2.75% increase for 1% fall in the index - similar to what BBUS ...

SG increase will hurt women: NFAW

ELIZA BAVIN  |  MONDAY, 24 FEB 2020
... some extent this seems to be consequential on the move from defined benefit funds that produced an income stream to accumulation funds that are perceived as an asset." The NFAW said the gender superannuation gap reflects the gender pay gap, which is ...

What SMSFs will look like in 2030

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 FEB 2020
... accessing advice have a net-worth twice as high as those who got advice in 2008. "Australia has a brilliant, world-class accumulation system but the retirement isn't there," Blomfield said. "This constant change, micro and macro adjustment, it has to ...

Industry fund hikes admin fees

ELIZA BAVIN  |  MONDAY, 17 FEB 2020
... addition, First Super said members will also bear the brunt of an increased asset fee, from 0.05% to 0.18% a year for accumulation accounts. First Super said the fee changes will come into effect from 1 April 2020, making it the most recent fund to increase ...