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Showing 211 - 220 of 755 results for "Conservative"

Macquarie advice shift offers mixed results

HARRISON WORLEY  |  FRIDAY, 8 MAY 2020
Macquarie's advice shift towards high-net-worth clients has both dragged and contributed to the firm's full-year results. Announcing its full-year results to the market today, Macquarie revealed its banking and financial services arm made a ...

Industry fund revalues unlisted assets

HARRISON WORLEY  |  TUESDAY, 28 APR 2020
... accumulation version and "Growth" for our pension product. "For most of the time this was deemed to be a little too conservative but in times like this we believe this has placed us well given the recent market dislocation from COVID-19." Statewide also ...

Best, worst global equities funds in March quarter

KANIKA SOOD  |  THURSDAY, 23 APR 2020
... above-average returns in a sustainable fashion through strong competitive positions, savvy management teams, and conservative balance sheets," Miles said in a research note. "All are valuation-conscious stock-pickers but have been willing to pay up for ...

CBA Group Super posts -7.7% returns for March quarter

KANIKA SOOD  |  MONDAY, 20 APR 2020
... was approximately -8% for the same period." CBA Group Super's March quarter returns varied from -2.6% for the conservative option (its one-year returns are positive) to -22.1% for the Australian shares option as the ASX tumbled from its February ...

Recruitment, salaries slide in financial services

ELIZABETH MCARTHUR  |  MONDAY, 20 APR 2020
... strategies, the vast majority have re-prioritised "non-essential" recruitment. "Some of our clients have taken a conservative approach during March and suspended recruitment activity even for processes that were in very advanced stages," Kaizen director ...

Will COVID-19 kill the balanced option?

ELIZABETH MCARTHUR  |  THURSDAY, 9 APR 2020
... funds and their balanced options are really serving consumers comes down to the fact that terms like "balanced" and "conservative" are not so clearly defined that the average Australian with a super account really knows what to expect. Core Private Wealth ...

ClearView promotes resilience

HARRISON WORLEY  |  THURSDAY, 9 APR 2020
ClearView has moved to allay concerns over its future amid the COVID-19 pandemic, informing the market that its regulatory capital position "appears resilient" to a range of stress testing scenarios. ClearView is prepared to make a range of responses ...

Multi-asset results mixed in COVID-19 sell-off

ALLY SELBY  |  WEDNESDAY, 1 APR 2020
... the fall due to enhanced focus on quality metrics such as low financial leverage and higher cash holdings." Despite conservative strategies usually holding approximately 70% defensive assets, no funds were left unscathed. "Returns for the Morningstar ...

Statewide revises down investment objectives, ups fees

ELIZABETH MCARTHUR  |  TUESDAY, 31 MAR 2020
... premiums and investment objectives. Statewide Super has revised its long term investment objectives for high growth and conservative options. "The investment objectives for some investment options may be difficult to achieve given current and expected ...

Super funds revalue unlisted assets

HARRISON WORLEY  |  WEDNESDAY, 25 MAR 2020
... update released to members earlier this week, UniSuper chief investment officer John Pearce said the fund has a "conservative approach" to liquidity, and as such carried a "relatively low" exposure to unlisted assets in its diversified options, including ...