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Showing 231 - 240 of 1706 results for "Asset allocation"

Russell Investments reports super returns up to 13.5%

ANDREW MCKEAN  |  FRIDAY, 28 JUL 2023
... then calculates the required retirement income for that lifestyle. Subsequently, it establishes an appropriate asset allocation and investment strategy based on the specified income needs. In a related development, Elevate Super, which launched in 2020 ...

Schroders hires AMP operative

ELIZABETH FRY  |  FRIDAY, 21 JUL 2023
... portfolios. He was also the lead strategist tasked with sharing fixed income and credit views at the fortnightly asset allocation forums. Wu also spent seven years as manager of diversified funds at AMP Capital. Previously, he worked at van Eyk Research ...

AMP's largest super option yields 9.1% return

ANDREW MCKEAN  |  WEDNESDAY, 19 JUL 2023
... for the financial year ending 30 June 2023. The lifecycle superannuation option, which uses a balanced growth asset allocation, also returned 7.3% per annum over a seven-year period. The MySuper 1970s lifecycle option represents the largest allocation ...

AustralianSuper posts solid return for FY23

ANDREW MCKEAN  |  WEDNESDAY, 5 JUL 2023
... five years, and 8.6% over 10 years. The balanced option targets CPI+4% returns through a diversified strategic asset allocation. Predominantly, the fund is invested in international and Australian equities, with allocations of 28.5% and 23.5% respectively. ...

Cbus delivers strong returns, grapples property headwinds

ANDREW MCKEAN  |  FRIDAY, 30 JUN 2023
... its goal is to increase this to at least 50% in the coming years. The fund is also aiming to extend its dynamic asset allocation process by incorporating a broader range of investment options. He said a rigorous overhaul driven by the appointments of ...

Performance test excluding retirement products is "crazy": Podcast

CASSANDRA BALDINI  |  THURSDAY, 29 JUN 2023
... having these highly tailored benchmarks removes any sort of incentive for funds to reassess their underlying asset allocation," he said. By having a better diversified portfolio, Linden says super funds can achieve higher risk-adjusted returns and lower ...

TelstraSuper introduces new option, drops premiums

JAMIE WILLIAMSON  |  MONDAY, 26 JUN 2023
TelstraSuper is making changes to its investment menu, while also decreasing income protection premiums for members. The $25 billion corporate fund is introducing a new option for accumulation and TTR members from next month, the Moderate investment ...

Fidelity hires former Lonsec investment chief

CASSANDRA BALDINI  |  MONDAY, 19 JUN 2023
... economic conditions," he commented. "His strong knowledge of portfolio construction, investment analysis and asset allocation will be particularly valuable."

VanEck reduces management fees on ETFs

CASSANDRA BALDINI  |  MONDAY, 19 JUN 2023
... VanEck believes both asset classes represent core exposures and are used by investors as the market beta strategic asset allocation in portfolios. "The new fees are consistent with our business objective of providing investors with opportunities to access ...

AMP rolls out new North features

CHLOE WALKER  |  THURSDAY, 15 JUN 2023
... include their clients' proposed target risk profile while performing an investment switch, while proposed asset allocation can be reviewed against the client's risk profile. The simplified ROA process also collates switch transaction information ...