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Showing 1 - 9 of 9 results for %22BT Lifestages%22

Colonial First State reports 22.4% in super returns

KANIKA SOOD  |  TUESDAY, 13 JUL 2021
... returned an average of 22.4% after fees and tax in FY21. The returns are aggregate across FirstChoice's different lifestages, which have different asset allocations. The 1990-1984 lifestage returned 25.8% while 1965-1969 returned 21.1%. CFS general ...

Retail funds blitz personal-balanced options

KARREN VERGARA  |  FRIDAY, 2 JUL 2021
... Australia's best-performing lifecycle MySuper product across most age cohorts, followed by CFS FirstChoice Employer, BT Lifestages, Mine Super and AMP Signature," the report read.

AustralianSuper rules out SMSF options

KANIKA SOOD  |  THURSDAY, 17 OCT 2019
... yesterday. Silk also ruled out switching its MySuper product from single strategy to lifestage. "We have looked at lifestages...but we find that there is a much higher proportion of people in the retirement phase who are active in their choices, so they ...

MLC MySuper switches to lifestage

KANIKA SOOD  |  FRIDAY, 22 FEB 2019
... to 10 years from retirement," Dunnin said. "Most life stage products offered by retail funds have a high number of lifestages with many changing members' asset allocation every five or 10 years, often starting these switches when members are very ...

MySuper milestones monitor industry movement

DARREN SNYDER  |  MONDAY, 11 SEP 2017
... researcher's analysis shows there are 31 MySuper products with a lifestage strategy, but between them a total of 237 different lifestages are offered. It notes there has been adaption over recent years in these lifestage products. The average allocation ...

Lifestage funds outperform early

DARREN SNYDER  |  TUESDAY, 12 APR 2016
... performance, such as the March 2015 quarter, Rainmaker said there was significant variation in performance between lifestages with quarterly returns ranging from 3.3% for older or conservatively invested age groups to 6.7% for growth-orientated younger ...

Lifecycle funds startlingly varied

MARK SMITH  |  MONDAY, 25 JAN 2016
... of 50% to a high of 93%. However, lifecycle funds exhibit a much wider range, between 4% and 100% across the various lifestages. Rainmaker said the interaction of glidepath timing and dynamic risk profiles in the construct of lifecycle investment options ...

FEATURE: The circle of life

DARREN SNYDER  |  MONDAY, 9 NOV 2015
... worse off," Henaghan says. Rainmaker research suggests that, on average, lifecycle funds offer an average of seven lifestages for their members. Some super funds offer up to 26 discrete lifestages although others also offer less than five. In February ...

ClearView launches new super product

JAMES FERNYHOUGH  |  THURSDAY, 9 OCT 2014
... product, WealthFoundations, offers 14 diversified and single sector Investment Portfolio Service (IPS) strategies, a LifeStages strategy and a Guaranteed Cash option. ClearView described the product as "using a Trustee implemented model approach," adding ...
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