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Showing 221 - 230 of 758 results for "Conservative"

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 ...

Australia narrowly avoids 0.9% GDP blow: KPMG

ALLY SELBY  |  MONDAY, 16 MAR 2020
... education and education-related tourism expenditure by Chinese students. "In modelling these shocks we have made conservative assumptions in terms of consumer behaviour and on the basis that there is not a wholesale closing of schools, universities and ...

Major industry events cancelled amid pandemic

ELIZABETH MCARTHUR  |  FRIDAY, 13 MAR 2020
... director Don Trapnell realised that plan was not realistic. "In my position as a director of Synchron I must take a conservative approach. As there is no vaccine anticipated before the end of the year, I am of the opinion that the spread of coronavirus ...

Raiz defends double fee

ELIZA BAVIN  |  WEDNESDAY, 4 MAR 2020
... was assisted by the increased propensity of customers to switch between portfolios, for example, from aggressive to conservative, instead of withdrawing their funds, reflecting the increasing maturity of those using the platform." "The company continues ...

NZ blacklists fossil fuels from super

ALLY SELBY  |  MONDAY, 2 MAR 2020
... planet first." Finance Minister Grant Robertson said the government would be changing the investment mandate from 'conservative' to 'balanced', in a bid to ensure Kiwis got the most out of their investments. "As we go about appointing new providers ...

MyNorth bolsters managed portfolio offering

HARRISON WORLEY  |  TUESDAY, 18 FEB 2020
... we're proud to be able to extend this access via the North platform users." Lonsec's three retirement portfolios - conservative, balanced and growth - are objectives-based, and are "constructed to manage the risks most relevant to investors in the retirement ...

Pendal cuts fees on equities fund

KANIKA SOOD  |  TUESDAY, 11 FEB 2020
... second fee cut in the recent months. In December, it dropped the fees on the Pendal Sustainable funds (balanced a conservative), as it looked to issue a PDS and raise money form retail investors. In the past, the two sustainable funds were available ...

Macquarie expected to fall short of 2019 performance

HARRISON WORLEY  |  TUESDAY, 11 FEB 2020
... She also pointed to the firm's ongoing program to identify cost saving initiatives and efficiency, its "strong and conservative balance sheet" and a proven risk management framework and culture as reasons the future was still bright despite Macquarie's ...