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Showing 211 - 220 of 1002 results for "Accumulation"

Initial review of RIC strategies underway

JAMIE WILLIAMSON  |  THURSDAY, 4 AUG 2022
... members are retiring every day and supporting members to ensure they are best positioned as they move beyond the accumulation phase of superannuation is an imperative," she said. "In saying that, solving Australia's long-standing retirement income challenge ...

Mercer pumps $100m into Perennial Partners strategy

CHLOE WALKER  |  MONDAY, 25 JUL 2022
... four years ago, the Trust has delivered a +7.0% p.a. return net of fees, outperforming the S&P/ASX Small Ordinaries Accumulation Index benchmark by +5.1% p.a."

Treasurer announces RBA review

ANDREW MCKEAN  |  WEDNESDAY, 20 JUL 2022
... households to absorb some increase in interest rates. Bullock also assessed that the household sector's considerable accumulation of equity via housing prices over recent years has benefited borrows with existing mortgages. Further, the number of new ...

Young investors undeterred by volatility: Data

CHLOE WALKER  |  THURSDAY, 23 JUN 2022
... they approach retirement, younger investors who are starting their investment journey or who are still early in the accumulation phase are obviously concerned that the opportunities for wealth accumulation are drying up compared to previous generations. ...

Westpac outlines new social initiatives

CHLOE WALKER  |  MONDAY, 20 JUN 2022
... which have strong female workforce representation. "Home ownership is still one of the most common paths to wealth accumulation in Australia but saving the traditional 20% of the value of a property purchase price can take prospective buyers years to ...

SMSF assets climb to $892bn

ANDREW MCKEAN  |  FRIDAY, 17 JUN 2022
... of SMSFs have grown by $2.4 billion over a five-year period to the March 2022 quarter. Despite significant asset accumulation, the annual increase in total SMSF members was relatively sluggish at 3%. There are 605,469 SMSFs and 1.14 million members of ...

Hostplus tops super ranks to March

CHLOE WALKER  |  WEDNESDAY, 4 MAY 2022
... Corporate Plus - MySuper Growth with 9.8%. At the bottom of the table was Australian Ethical Super Employer - Balanced (Accumulation) returning 5.8%, as well as Prime Super (Prime Division) - MySuper at 5.9%, and BUSSQ MySuper - Balanced Growth at 6.0%. ...

NGS closes socially responsible option

ELIZABETH MCARTHUR  |  TUESDAY, 5 APR 2022
... November 2021 this investment is no longer offered to TTR members." The self-managed option is still available to NGS accumulation account and income account members. The $14 billion industry fund, NGS Super, has made some changes to investment options ...

Managed accounts FUM at $131bn

CHLOE WALKER  |  TUESDAY, 15 MAR 2022
... Victor Huang added: "The investment markets grew steadily in the last half of 2021, with the value of the ASX/S&P 200 Accumulation Index experiencing a modest 3.8% over the period, (compared with the 12.9% increase in the prior six months). "The level ...

Aussie small-cap fund returns 40%

KARREN VERGARA  |  FRIDAY, 11 MAR 2022
... research on the wholesale funds sector as at January 2021 reveals, outpacing its competition and the S&P ASX Small Ords Accumulation Index's performance of 10.1% p.a. On a median basis, the small-caps sector posted 15.4% p.a. over the period. Bennelong ...