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Showing 1 - 10 of 219 results for "Balanced Fund"

A comfortable retirement now costs more than ever

RIDDHIMA TALWANI  |  TUESDAY, 24 FEB 2026
... $645,000. "That's because super funds have delivered exceptional returns in the last few years. The average balanced fund returned 9.9% in 2023, 11.4% in 2024, and 9.3% in 2025. That's cumulative growth of nearly 35% over three years, well ahead ...

CFS, Stockspot deliver double-digit returns

ELIZA BAVIN  |  FRIDAY, 23 JAN 2026
... Employer Super growth fund (MySuper Lifestage 1975-79) delivered an 11.6% return, while the FirstChoice Employer Super balanced fund (MySuper Lifestage 1965-69) delivered a 10.1% return. "CFS has been investing Australians' retirement savings safely ...

ASIC sues Diversa for First Guardian failures

KARREN VERGARA  |  TUESDAY, 9 DEC 2025
... of independent directors. Further, SQM found the fund's liquidity profile was "quite different to a typical Balanced Fund", a "significant proportion of the [Fund] is invested in direct/unlisted assets which are less liquid or illiquid", and that ...

HESTA, Vision Super divest Israeli securities

KARREN VERGARA  |  FRIDAY, 7 NOV 2025
... on specialist ESG fund managers such as Ausbil and Pendal to manage these options. Pendal offers the Sustainable Balanced Fund, for example, for Insignia Financial and Praemium super members. Ausbil and Candriam offer the Sustainable Global Equity Fund ...

AMP, Insignia, Bendigo products fail super performance test

KARREN VERGARA  |  FRIDAY, 29 AUG 2025
... consecutive year that Insignia and AMP have featured on the list since the test was introduced. AMP's North Guardian Balanced Fund, North Guardian Growth Fund and North Guardian Moderately Defensive Fund have failed in the past and are closed to ...

Vanguard, CFS deliver strong FY25 returns

KARREN VERGARA  |  FRIDAY, 4 JUL 2025
... Employer Super growth fund (MySuper Lifestage 1975-79) delivered 12.8% p.a. while the FirstChoice Employer Super balanced fund (MySuper Lifestage 1965-69) made 11.4% p.a. While the returns for Lifestage options for younger members who were born after ...

Financial Standard names Investment Manager of the Year

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
Financial Standard has named the winners of its 2025 Investment Leadership Awards, recognising the best investment managers across Australian and international equities, property, infrastructure, fixed income, and multi-asset categories. The Financial ...

'But for' compensation methodology unfair: FAAA

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
... 'you've lost money'. The floor is, 'well, maybe you could have done a bit better in the Vanguard Balanced fund, for example'. That's where the anger is." At a separate session that touched on the topic, lead ombudsman for investments ...

AustralianSuper well placed to achieve mega-scale ambitions: Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 15 NOV 2024
... asset-class heads. Alignment with members is credible: Performance pay for senior investment staff is largely tied to the balanced fund, and investment staff superannuation defaults into the AustralianSuper fund." It added that the evolution of the investments ...

AustralianSuper updates deceased members' investments

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... Aware option is now aiming to beat CPI by more than 3.5% p.a. over the medium to longer term, as well as the median balanced fund over the same period. The median balanced fund is determined by SuperRatings' SR50 Balanced (60-76) Index. AustralianSuper ...
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