Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 171 - 180 of 818 results for "Retail fund"

NFP super fund performance revealed

JAMIE WILLIAMSON  |  TUESDAY, 7 APR 2020
While the ASX fell close to 30% in March, Rainmaker analysis shows the investments returns for 15 of Australia's leading not-for-profit superannuation funds weren't nearly as bad. Latest analysis from Rainmaker shows the average investment return for ...

SMSFs expected to outperform: Research

ELIZA BAVIN  |  MONDAY, 23 MAR 2020
... to be fruitful in the current COVID-19 climate as they may be better protected than the average not-for-profit and retail fund." "Some super funds' diversified default investment options have fallen 10-15% as a result of the current market conditions." ...

Challenger boutique winds up fund

KANIKA SOOD  |  THURSDAY, 27 FEB 2020
Aussie small caps manager Kinetic Investment Partners is terminating its last-standing retail fund as assets dwindle, but will continue to manage institutional money. Last Friday, investors in the Kinetic Emerging Companies Fund were notified of the ...

Most complained about super funds revealed

JAMIE WILLIAMSON  |  FRIDAY, 7 FEB 2020
Analysis of AFCA complaints data regarding the most complained about superannuation funds in the body's first eight months of operation shows an almost even split between industry and retail funds. AFCA started operating on 1 November 2018 and data ...

Retail funds outperform, but industry funds dominate

HARRISON WORLEY  |  MONDAY, 3 FEB 2020
... and UniSuper's personal balanced options, which both returned 10% over the same period of time. The best performing retail fund option was Virgin Money's lifestage tracker 1974-1978, which picked up 9.8. The only other retail fund to finish among the ...

Boutique shuts doors

KANIKA SOOD  |  FRIDAY, 24 JAN 2020
... multi-millionaire Jeff Chapman's multi-boutique business Bennelong Funds Management. In March last year, it shuttered its retail fund but remained open for institutional investors. Avoca has now decided to close the business, after two key institutional ...

Index investment soars: Research

ELIZABETH MCARTHUR  |  TUESDAY, 14 JAN 2020
New research from Rainmaker Information has revealed indexed investments in the Australian market grew by 22% in the year to September 2019, surging to more than $500 billion. Indexed investments grew by 22% over the period, twice as fast as active ...

$3.3 billion fall in retail managed funds

ELIZABETH MCARTHUR  |  TUESDAY, 7 JAN 2020
The once-off transfer of StatePlus' Master Fund businesses worth $18.6 billion out of retail funds to First State Super has had a significant impact on the retail market, according to Plan For Life Actuaries. Plan For Life revealed overall retail managed ...

The secret to super outperformance

ELIZABETH MCARTHUR  |  FRIDAY, 6 DEC 2019
New research from the Responsible Investment Association Australasia (RIAA) has revealed Australian superannuation funds that engage in responsible investing are outperforming their peers. The report looked at one, three and five-year time frames and ...

Super funds to crack 13% by year end, retail leading

KANIKA SOOD  |  THURSDAY, 5 DEC 2019
Superannuation funds are on their way to deliver 13% for the calendar year, and so far retail funds are outstripping industry funds' MySuper returns by 1.8%. The MySuper Index from SelectingSuper returned 10.9% for the 12 months to October end ...