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Showing 181 - 190 of 2744 results for "Diversified"

Stockspot reduces fees to increase accessibility

MATTHEW WAI  |  FRIDAY, 19 SEP 2025
... "Over the last decade, we've proven that this approach works. Our portfolios have outperformed 100% of equivalent risk diversified funds over the 10 years to 30 June 2025," it said. "When we say 'low-cost,' we don't mean 'low quality'. ...

ASIC issues interim stop orders to La Trobe Financial

JAMIE WILLIAMSON  |  FRIDAY, 19 SEP 2025
... our careful stewardship. Our products are supported by granular, high-quality investments contained within highly diversified portfolios with embedded conservatism. These portfolios are carefully constructed to perform across the cycle and will continue ...

Private markets, asset class correlations upending 60-40 portfolio

KARREN VERGARA  |  WEDNESDAY, 17 SEP 2025
... of stocks within the top S&P500 increasing as well as correlation within high yield. "It makes it harder to build diversified, single-asset portfolios. It is more difficult to build multi-asset 60-40 portfolios," he said. For Marshall, a 50-30-20 split ...

Rest invests $390m in US REIT

ELIZA BAVIN  |  WEDNESDAY, 17 SEP 2025
... property holdings with greater exposure to assets in the retail and industrial sectors. "The portfolio is much more diversified than you'd typically see in real estate portfolios. This can create a durable portfolio that is more resilient to economic ...

Bennelong FM expands into private credit with US partnership

RIDDHIMA TALWANI  |  MONDAY, 15 SEP 2025
... Gillian Larkins, chair of Bennelong Funds Management board. Monroe Capital manages US$21.6 billion, specialising in diversified private credit solutions, with a focus on US lower middle market direct lending to institutional and high-net-worth investors. ...

FEATURE: Back in action

ELIZA BAVIN  |  FRIDAY, 12 SEP 2025
... investor raised the idea in a Reddit thread. "The original kernel of an idea for having a moderately geared, very diversified exposure, came from a Betashares investor who is actually very active on a Reddit chat. And he reached out and said, 'why don't ...

NGS Super moves to make admin fees more equitable

JAMIE WILLIAMSON  |  THURSDAY, 11 SEP 2025
... compared to the previous $540. Meanwhile, for Income account members, total investments costs - as modelled on the Diversified option - will reduce from 0.79% to 0.76%, resulting in a $50,000 balance paying $555 per year, compared to $535. Also from ...

ART invests $1bn in Macquarie fund

ELIZA BAVIN  |  THURSDAY, 11 SEP 2025
... investment and planning Nicole Bradford said this investment is a significant milestone. "As a large investor with globally diversified portfolios, we recognise that some of our investments can serve a dual-purpose, delivering financial returns and seeking ...

Receivers appointed to two Australian Fiduciaries entities

JAMIE WILLIAMSON  |  WEDNESDAY, 10 SEP 2025
... $167 million is tied up currently, belonging to about 600 investors who placed their retirement savings in the Global Diversified Alpha Fund, Global Multi-Strategy Fund and Global All Seasons Fund. Matthew Charles Hudson and Terry van der Velde of SV ...

World's pension market hits $36.9tn

ELIZA BAVIN  |  TUESDAY, 9 SEP 2025
... shifts and concentrated market risks are reshaping return expectations. The current backdrop has tested even well-diversified portfolios, highlighting the difficulty of today's investment environment. "At the same time, funds face more demanding ...