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Showing 1 - 10 of 1359 results for "Balanced"

FEATURE | Aged care: The longevity dividend

ELIZA BAVIN  |  TUESDAY, 9 JUN 2026
... will have five-to-10-year strategies of improving dated facilities that would give them the opportunity to have a more balanced or growth focused portfolio, which would be in a mix of asset classes, being domestic equities, international equities, for ...

Investment performance will not help smaller balances: Research

MATTHEW WAI  |  TUESDAY, 9 JUN 2026
... implications, as women approaching retirement hold balances 20-30% lower than men. "For median female retirees ($212,000), even a balanced portfolio still carries material chances of exhaustion within a decade, while men with median savings ($283,000) ...

Federated Hermes launches global equity fund

VINNY VUCAGO  |  WEDNESDAY, 20 MAY 2026
... that look attractive across multiple dimensions and avoid material weaknesses, while controlling risk and maintaining balanced exposures," Lode said. The strategy has been managed since 2007 and oversees approximately US $5.8 billion in assets globally. ...

Buyer beware: Private credit as a defensive play

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
... proprietary origination and so on," he asked. "When you think about it in that way, that has quite a good role within balanced portfolios." Danieli observes that private credit has a "definitional problem" some advisers are grappling with. To tackle ...

UniSuper makes investment changes for High Growth option

MATTHEW WAI  |  FRIDAY, 15 MAY 2026
... derive from conventional weapons systems and components to be up to 5%, instead of up to 1% currently, for the Sustainable Balanced, Sustainable High Growth, and Global Environmental Opportunities options. The negative screen will also no longer consider ...

legalsuper announces C-suite changes

VINNY VUCAGO  |  MONDAY, 11 MAY 2026
... engagement, retention and services as competition intensifies across the retirement saving sector. The fund said its MySuper Balanced option returned 12.56% for the 2024 to 2025 financial year, placing it among the strongest performing offerings in SuperRatings' ...

Advice industry can't afford CSLR to be an 'unsustainable mess': FAAA

MATTHEW WAI  |  FRIDAY, 8 MAY 2026
... for access and affordability of advice for everyday Australians." "There is strong support amongst advisers for a more balanced and sustainable funding model. Financial advisers should not be bearing a disproportionate share of the cost for failures ...

Vision Super to close Diversified Bonds option

KARREN VERGARA  |  WEDNESDAY, 6 MAY 2026
... rolling five-year periods. It targeted members who want greater stability of return and lower medium-term returns than the Balanced Growth option. The Cash option on the other hand aims to outperform the Bloomberg Ausbond Bank Bill Index over rolling ...

Core-satellite models can only be effective with purpose: Vanguard

MATTHEW WAI  |  WEDNESDAY, 29 APR 2026
... the defensive benefits of duration, Vanguard said. Across both Australian and global equities, advisers adopted a more balanced, style-neutral posture than in previous years. "Cash is a useful liquidity tool, but it is not a long-term return driver and ...

VanEck unveils new range of active ETFs

MATTHEW WAI  |  WEDNESDAY, 29 APR 2026
... international equities, fixed income and real assets. The Core+ suite, which consists of the VanEck Core+ Diversified Balanced Active ETF (VBAL); VanEck Core+ Diversified Growth Active ETF (VGRO); and VanEck Core+ Diversified High Growth Active ETF (VHGR) ...
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