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Showing 1 - 10 of 687 results for "Conservative"

REI Super updates Conservative option

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2024
REI Super is rejigging its Conservative investment option and will change the name to "Growth Plus". The change will take effective from June 30, the super fund said, noting that from a risk and return perspective the option is similar to the Bonds ...

Macquarie Group profits falls 32% to $3.52bn

ANDREW MCKEAN  |  FRIDAY, 3 MAY 2024
... patient adjacent growth across new products and new markets; ongoing investment in our operating platform; a strong and conservative balance sheet; and a proven risk management framework and culture," she said. Annuity-style operations led by MAM, Banking ...

Brighter Super to close socially responsible options

JAMIE WILLIAMSON  |  TUESDAY, 30 APR 2024
... 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 of members. ...

Mine Super cuts fees, updates investment options

ANDREW MCKEAN  |  WEDNESDAY, 17 APR 2024
... years of 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 ...

AustralianSuper's move to boost productivity by up to 30%

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
... productivity by 5% across its organisation using AI within the next 12 months. While Backeberg admits the goal is conservative, he believes the ROI will be substantial over the longer-term. "Increasing productivity by 5% will pay for the actual technology ...

Perpetual, Pendal combine multi-asset capabilities

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
... of which O'Dea will now assume responsibility for 10. These are the Pendal Active Balanced Fund, Pendal Active Conservative Fund, Pendal Active Moderate Fund, Pendal Active Growth Fund, Pendal Active High Growth Fund, Pendal Multi-Asset Target Return ...

Ontario Teachers' massively underperforms benchmark

ANDREW MCKEAN  |  WEDNESDAY, 13 MAR 2024
Ontario Teachers' Pension Plan Board reported a meagre 1.9% net return for 2023, falling short of its 8.7% benchmark, translating to a $15.8 billion negative value add. This contrasted with a modest 4% return in 2022, which surpassed its benchmark ...

Annuities too expensive for most retirees: Research

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
... when you include those paid outside of superannuation. However, Rainmaker said there is a market for annuities among conservative investors "as the life insurer guarantees the income stream, they usually embed conservative (low) rates of investment returns." ...

ASIC issues interim stop orders against Keystone

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
... CF Capital Investments. The orders apply across all classes of the fund, being Balanced, Growth, High Growth, and Conservative. The regulator said it made the orders "to protect retail investors from acquiring products under PDSs that may be defective ...

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
... focus on understanding clients' unique circumstances. "While I am typically a glass-half-full person, I prefer a conservative approach when it comes to financial modelling. I believe in open discussions with clients about potential outcomes, especially ...
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