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Showing 201 - 210 of 1389 results for "Balanced"

Rest's MySuper option returns 8.67% in FY24

ANDREW MCKEAN  |  WEDNESDAY, 3 JUL 2024
... year. This exceeds its long-term average annual return of 8.29% since July 1988. For its pension members, the default balanced investment option returned 7.56%. The standout, however, was Rest's low-cost overseas shares - indexed option, which returned ...

HESTA returns 9.1% to members

ANDREW MCKEAN  |  WEDNESDAY, 3 JUL 2024
HESTA's default MySuper balanced growth option has returned 9.1% over the last financial year. The option has averaged an annual return of 7.62% over the past 10 years. HESTA chief executive Debby Blakey said that despite ongoing uncertainty in financial ...

AustralianSuper unleashes raft of investment and fee changes

ELIZA BAVIN  |  TUESDAY, 2 JUL 2024
... fees and costs for investments and transactions, impacting the overall annual fee for numerous products. For its MySuper Balanced option, investment fees have increased from 0.50% to 0.52% p.a. and reduced transaction costs from 0.06% to 0.05%. The changes ...

Australian Retirement Trust delivers 11.3% in FY24

KARREN VERGARA  |  MONDAY, 1 JUL 2024
... the Default option, for example, will move into the High Growth option. Members will de-risk from High Growth towards Balanced from the age of 65 and beyond. The update is due to finalise on September 30. Last year, the Balanced option delivered 10% ...

Court freezes assets of Keystone AM managed fund

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
... investments in Shield. The interim orders stopped Keystone from offering, issuing, selling, or transferring interests in the balanced class, growth class, high growth class and conservative class units of the fund. ASIC said it made the interim orders ...

Macquarie AM bags top manager gong

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... night, as MLC Asset Management won three awards for its multi-asset strategies: MLC MultiActive Moderate, MLC MultiActive Balanced and MLC MultiActive Growth. Vanguard Australia and U Ethical Investors each won two categories. Vanguard's International ...

AMP North launches new tool

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
... Activam options include Activam Conservative and Income Portfolio, Activam Moderate Portfolio, Activam Index-Focused Balanced Portfolio, Activam Balanced Portfolio, Activam Growth Portfolio, and Activam High Growth Portfolio. "We are thrilled to be offering ...

Global X brings US infrastructure ETF to Australia

ELIZA BAVIN  |  WEDNESDAY, 5 JUN 2024
... nearly US$2 trillion in federal investment. "PAVE stands uniquely positioned to capitalise on this momentum, offering a balanced portfolio that strategically leverages these long-term trends. This provides investors with opportunities for both stability ...

Industry fund merger postponed

ANDREW MCKEAN  |  TUESDAY, 21 MAY 2024
... Strategy was simplified from 16 stages to three - high growth for those under age 50, growth for those aged 50-54, and balanced for those aged 55 and above. The fund also introduced two new pre-mixed investment options - moderate and defensive - while ...

Social media influencers charged for promoting shady investments

ANDREW MCKEAN  |  FRIDAY, 17 MAY 2024
... misleading across all advertising channels, including social media. The regulator said that promotions should present a balanced view of the benefits and risks, helping consumers make well-informed decisions. Notably, 80% of customers lose money when ...