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Showing 211 - 219 of 219 results for "Balanced Fund"

Shares, dollar help pooled fund returns in July: Mercer

... US and UK equity markets both delivered returns of 5%, while Japanese equities returned 7.2%. The best performing balanced fund in the month was Sagitta Rothschild, with a return of 3.2%. It was also the second strongest performing fund over the past ...

Three-year returns from pooled funds the worst since 1975: Mercer

The median balanced fund delivered a second consecutive year of negative returns, Mercer Investment Consulting confirmed today. Mercer also said the average annual median return was -0.6% over the three years to June 2003, the worst three-year stretch ...

Investors need to take greater control: Mercer

Varied returns in 2002/03 highlight the importance of member investment choice, according to a report released by Mercer Investment Consulting. In a preview of its managed fund data, Mercer said the average return on growth funds - those with more than ...

Super returns clawing their way back to break-even: Mercer

... However, Growth fund investors need to see a higher return of close to 4% for the coming month, Mercer said. The median Balanced fund manager in the Mercer Pooled Fund Survey returned 1.3% in May, raising the performance in the financial year to date ...

Growth style fightback continues in April: Mercer

... Pooled Fund Survey. The Russell PST Growth fund led the way with a return of 4.6%, ahead of the Sagitta Rothschild Balanced fund (4.0%) and the BT Retirement and Barclays Diversified Growth funds (both 3.8%). It was also a good month for the enlarged ...

van Eyk downgrades two AMP funds

... Dragana Timotijevic. "AMP Enhanced Index was a weak 'A' and has performed as such. It is now downgraded to 'B'. The Balanced Fund is put on 'Hold' as the international operation is now under aspects of change. We will review this rating in three months," ...

Anglican super revamps manager line-up, investment options

The Anglican Church Master Superannuation Fund (ACMSF) has announced that it will expand its investment options to "up to 14" on September 1 as part of a revamp of its investment and fund management process. ACMSF has chosen InTech (investing in Concord ...

Misery continues for superannuation funds: Mercer

The likelihood of a second consecutive year of negative returns for superannuation members has taken another step closer after a tough month of for domestic shares and the rise of the Australian dollar in February, Mercer Investment consulting said ...

Credit Suisse asset allocation outlook downgraded

Credit Suisse asset allocation outlook downgraded: Morningstar John Fernando Morningstar has downgraded Credit Suisse Asset Management's ('CSAM') allocation from 'very positive' to 'neutral' following the forthcoming retirement of Lindsay Gibson as ...