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Showing 1 - 10 of 1177 results for "Balanced"

ASIC clamps down on advisers, trustees cold calling

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
... "Even if they do not require a licence, they must ensure any representations they make to consumers are accurate and balanced. If the representations they make to consumers - including around the adequacy of the client's existing fund, fees or expected ...

Australian Retirement Trust applies new investment exclusion

ELIZA BAVIN  |  THURSDAY, 2 MAY 2024
... mining of thermal coal and its sale to third parties." The only exception to the change will be for the Socially Conscious Balanced Option, which already has a thermal coal exclusion applied with a lower threshold. "The exclusion threshold for the Socially ...

Brighter Super to close socially responsible options

JAMIE WILLIAMSON  |  TUESDAY, 30 APR 2024
... space. This is a positive step forward for Brighter Super." The fund is also closing the existing Brighter Super Growth, Balanced, Conservative Balanced, Stable, and International Shares options, again saying this was determined to be in the best interests ...

AFM Investment Partners brings new feeder fund to Australia

ELIZA BAVIN  |  MONDAY, 29 APR 2024
... the acquisition at different asset life stages and multiple offtake schemes," Donovan said. "The focus is always on a balanced risk-return profile for institutional investors. The Vasco feeder fund offers tailored access for Australian investors." The ...

OneSuper to take on more super products

JAMIE WILLIAMSON  |  MONDAY, 22 APR 2024
... fees on all options will increase 0.095%. As an example, a member with an account balance of $50,000 invested in the Balanced option will now pay $244.50 in administration fees, instead of $463, but $79 in investment fees instead of $31.50. However ...

Mine Super cuts fees, updates investment options

ANDREW MCKEAN  |  WEDNESDAY, 17 APR 2024
... negative returns. Mine Super will also close its term deposit investment option as well as its remaining conservative balanced investment option for pension members. It closed this option for members in accumulation in May 2023. "The Term Deposit option ...

Russell Investments introduces new ESG-focused ETF

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... selection and outperformance potential which can be considered as part of a core international shares allocation in a balanced portfolio. "For ESG-focused investors it is a balance between deliberate security selection in line with their values, while ...

Proxy advisors have 'undue influence': Jamie Dimon

ANDREW MCKEAN  |  THURSDAY, 11 APR 2024
... they are relying is accurate and relevant. However, many companies would argue that this information is frequently not balanced, not representative of the full view and not accurate," Dimon said. He said while almost all asset managers receive proxy ...

Global X adds new AI ETF

ELIZA BAVIN  |  WEDNESDAY, 10 APR 2024
... moderation through a single-stock cap exposure of 3%. "This acts as a natural portfolio diversifier and presents a more balanced portfolio which thoughtfully targets the AI theme," Helfstein said. "In the past 12 months, we've seen an increased global ...

Threats outside the Australian financial system build: RBA

ANDREW MCKEAN  |  TUESDAY, 26 MAR 2024
... Australia's (RBA's) latest Financial Stability Assessment has said that although risks to global economy have been balanced as inflation has eased, risks to financial stability remain. The Assessment said there is a possibility that these risks may ...
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