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Showing 2231 - 2240 of 7324 results for "Returns"

Perpetual successor fund transfer to go ahead

ELIZABETH MCARTHUR  |  WEDNESDAY, 30 SEP 2020
... showed contributions into Perpetual MySuper fell by approximately 90% in the 2018-2019 financial year and for five-year returns to June 2019 the option ranked 52nd. Members will have limited access to services including account transactions and early ...

Pension funds sue Allianz Global Investors

KARREN VERGARA  |  TUESDAY, 29 SEP 2020
... Bernstein Litowitz Berger & Grossmann, claim the Structured Alpha Funds used an investment strategy designed to provide stable returns and protection during a market downturn. However, the lawyers' analysis found Allianz deviated dramatically from ...

Active manager performance slumps: SPIVA

KARREN VERGARA  |  TUESDAY, 29 SEP 2020
... though a much higher portion of funds failed to beat the benchmark over longer periods. The SPIVA scorecard evaluated returns of over 910 Australian equity funds (large, mid and small caps, and A-REITs), 463 international equity funds and 116 Australian ...

Fidelity launches global fund

KARREN VERGARA  |  TUESDAY, 29 SEP 2020
... management. "Our aim is to own a balance of stocks across these four segments which we believe can deliver more consistent returns through different market cycles," they said. Fidelity has about US$565.7 billion in total assets under management.

Low rates put retirees at risk: Vanguard

ELIZA BAVIN  |  TUESDAY, 29 SEP 2020
... low yields found that investors using the rule of thumb 4% withdrawal rate as a target for income from their investment returns could have relied on a diversified portfolio of 50% equities and 50% bonds back in 2013. However, Vanguard said, to obtain ...

Real estate manager launches fresh fund

ALLY SELBY  |  TUESDAY, 29 SEP 2020
... retail real estate where we identify opportunities to unlock value through repurposing the real estate to deliver strong returns for our capital partners," he said. "We see this as an area of significant growth potential for the group." Elanor co-head ...

Financial advice firms facing failure: Dynamic Asset Consulting

ELIZA BAVIN  |  MONDAY, 28 SEP 2020
... recent months that financial advice practices require a different way of managing client portfolios to generate absolute returns in the new economic environment. "Tracking the market with passive index funds and failing to manage the new and increasing ...

Bermuda-based fund launches down under

ALLY SELBY  |  WEDNESDAY, 23 SEP 2020
... markets, who sees potential for the fund for SMSF trustees, self-directed investors and family offices seeking higher returns from their fixed interest assets. "The underlying assets are US life insurance policies and everyone knows how life insurance ...

AMP tops worst-performing super funds list

KARREN VERGARA  |  TUESDAY, 22 SEP 2020
Retail superannuation funds provided by AMP and OnePath continue to charge high fees and deliver poor returns for members, the latest Fat Cat report shows. For the sixth year in a row, AMP continued to dominate robo-adviser Stockspot's Fat Cat list ...

Contango approves new WCM strategy

ALLY SELBY  |  MONDAY, 21 SEP 2020
... World Index by an annualised 11.9% per annum. The investment company said its board remains focused on improved investment returns, addressing the share price discount to NTA, and generating distributable profits over time. During the EGM, 68% of shareholders ...