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Showing 2371 - 2380 of 8278 results for "Performance"

ASIC delays RG97 again

KARREN VERGARA  |  THURSDAY, 10 SEP 2020
... September 2022 must comply with the new requirements, which must reflect more clarity in areas such as the disclosure of performance fees, significant event notice requirements, and the identification and treatment of derivative costs. The changes are ...

Specialist advice businesses optimal: Barrett

ELIZA BAVIN  |  THURSDAY, 10 SEP 2020
... Barrett said most of those general practices are struggling in today's advice space. "When you look at their financial performance and you track it over the last three years, you can see a downward trend," he said. "That's because it is really hard to ...

MySuper products show resilience

KARREN VERGARA  |  WEDNESDAY, 9 SEP 2020
... the COVID-19 pandemic hit, recovering 70% of losses, new Rainmaker analysis shows. Last month generated a positive performance of about 1.7% for superannuation fund members invested in the default option, according to the research firm's MySuper ...

Aussie super funds climb ranks

JAMIE WILLIAMSON  |  TUESDAY, 8 SEP 2020
... in the survey grew 19.2% for the year and rose through the ranks by an average of 13 places compared to 2018. "This performance has been aided by relatively high allocations to growth assets and net positive cash flow, as many funds remain in a growth ...

Credit Suisse names preferred investment options

ELIZA BAVIN  |  TUESDAY, 8 SEP 2020
... deterioration in profitability metrics despite a slowing rate of decline in management fee margin contraction, higher performance fee margins and general efforts to more diligently manage costs." They said fund performance has improved somewhat but will ...

Winton fund looks to change fee structure

KANIKA SOOD  |  MONDAY, 7 SEP 2020
... latter that were carried forward. The fund is now looking to revise its base fees to 1.48% p.a. of the NAV. And the performance fees to 10.25% albeit on a new definition - that charges sit on net profits from all trading except cash, instead of the previous ...

Ethical fund manager hires

JAMIE WILLIAMSON  |  MONDAY, 7 SEP 2020
... Vanguard, has worked with the likes of ING, ANZ and UBS. "With a proven track record of delivering strong investment performance and working with clients to deliver optimal portfolio solutions, we're excited to have Rachel on board," U Ethical said. ...

WAM makes LIC takeover bid

ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
... takeover bid for geared listed investment company Concentrated Leaders Fund (CLF) as a result of its ongoing poor performance and management woes. WAM is offering shareholders two of its shares for 3.7 CLF shares, representing a 15.2% premium to CLF's ...

Future Fund risk aversion not at historic levels

KANIKA SOOD  |  THURSDAY, 3 SEP 2020
... gradually reduced the portfolio's risk to moderately below normal level, as expected returns declined given strong market performance. Post GFC, from 2009 to 2013, it had an even lower EEE measure than now as nations moved to respond to the GFC.

Morningstar upgrades four, downgrades 10

ALLY SELBY  |  THURSDAY, 3 SEP 2020
... attributable to Morningstar's revised analyst ratings methodology, which it says, more explicitly accounts for historical performance of funds against their category index, as well as individual fund-level fees. "We take a medium- to long-term outlook ...