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Showing 221 - 230 of 331 results for "Underperformance"

Active debate triggers Fidelity fee overhaul

ALEX BURKE  |  WEDNESDAY, 4 OCT 2017
... portfolios and deliver what we believe clients and regulators are looking for. Our fee structure will give back for underperformance of the benchmark, whereas others do not." Fidelity also announced that while it has elected to employ a commission sharing ...

Platinum covers cost for new listed funds

ALEX BURKE  |  FRIDAY, 25 AUG 2017
... number of large account outflows," which in an analyst briefing were attributed to the previous year's investment underperformance. In its preliminary final report, the board reported a 7.4% drop in net profit attributable to members at $186 million. ...

Banks charging more for less in super

ALEX BURKE  |  MONDAY, 29 MAY 2017
... Rainmaker research. The Rainmaker report was commissioned by Industry Super Australia, which argued that this underperformance represented a $200,000 loss in retirement savings over the average income-earner's lifetime. Overall, the super industry collected ...

Super assets hit $2.3 trillion

KARREN VERGARA  |  THURSDAY, 25 MAY 2017
... David Whiteley said a 10-year analysis of the data found bank-owned super funds, including AMP, reported "chronic underperformance." While Whiteley didn't provide hard figures, he said 97% of bank-owned funds generate "below median returns." Not-for-profit ...

Watermark market neutral LIC to launch buy-back

ALEX BURKE  |  TUESDAY, 16 MAY 2017
... another way, the investor update said: "Performance issues notwithstanding, no capital has been lost in years of underperformance - we [just haven't created] enough value." The WGF buy-back, which will commence on May 23 and continue for 12 months, is ...

Ausbil MicroCap suspends applications and redemptions

JAMIE WILLIAMSON  |  WEDNESDAY, 3 MAY 2017
... in open-ended unit trusts in illiquid markets. "When clients want their money back that very action can cause underperformance as managers try to sell into thin markets, having to take lower prices in order to pay out departing unitholders," Dyall sa ...

Factor investing must be long-term: Vanguard

DARREN SNYDER  |  WEDNESDAY, 26 APR 2017
... The fund manager's latest research also says an investor must consider whether it is patient enough to weather underperformance of a certain factor over short to medium timeframes. Across the factors of value, size (small cap), low liquidity, quality ...

Value set for comeback: Nikko AM

ALEX BURKE  |  MONDAY, 24 APR 2017
Value investing is set for a comeback after two years of underperformance - but only for managers willing to put in the hard yards. Nikko Asset Management portfolio manager and senior analyst Jason Kim explained in a recent investor update that the ...

Public service veteran retires from AMP

ALEX BURKE  |  MONDAY, 20 MAR 2017
... attributable to shareholders, which Brenner described as unsatisfactory and said "a significant factor... was the underperformance of our insurance business, driven by extremely challenging operating conditions in the insurance sector."

Active returns at their worst since 2009

ALEX BURKE  |  WEDNESDAY, 22 FEB 2017
... 32.5% underperformed over a 10-year period. International equity funds have continued their general trend of underperformance, with 86% failing to beat the S&P Developed Ex-Australia LargeMidCap Index over one year, 93% over five years and 89% over 10. ...