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Showing 241 - 250 of 1002 results for "Accumulation"

Retirement portfolios need a rethink: Research

ANNABELLE DICKSON  |  FRIDAY, 16 JUL 2021
... portfolios with higher equity allocations. As such, equity selection for a retiree portfolio differs to those in an accumulation phase with sustaining the level of income, monitoring income growth and diversification of income sources as the most important ...

Active Super returns 23%

KANIKA SOOD  |  MONDAY, 12 JUL 2021
... which was previously named Local Government Super, posted its best yearly returns in its 24 year-long history in accumulation high growth (23.69%), retirement high growth (23.76%) and account based pension (26.96%). Turnbull said the fund tilted 2-3% ...

L1 Capital launches activist fund

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... of 1.28% p.a. Both classes carry a performance fee of 20.5% if the fund's performance exceeds the S&P ASX 200 Accumulation Index (after management fees and expenses). Hawkins is a former solicitor at Clayton Utz and moved to investment banking at ...

Premiums to increase at ESSSuper

ELIZABETH MCARTHUR  |  FRIDAY, 4 JUN 2021
... increasing. ESSSuper, the government fund for the emergency services based in Melbourne, informed members in its accumulation plan that the cost of death and total and permanent disability (TPD) cover will increase. Death per unit cost increased from ...

Local Government Super rebrands, reduces fees

JAMIE WILLIAMSON  |  TUESDAY, 25 MAY 2021
... governments as a result of the change. However, there will be changes to some fees. From July 1, administration fees on accumulation accounts, account-based pensions and retirement accounts will reduce, while the switching fee is being removed. Accumulation ...

Budget no cure for hangover from last one

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 MAY 2021
... abolished for those aged between 67 and 64 years and market-linked legacy products will be able to be transferred into an accumulation account without exceeding the contribution cap. But it's what was not in the budget that Birks said was disappointing. ...

Retirees freed from legacy products

ANNABELLE DICKSON  |  TUESDAY, 11 MAY 2021
... Throughout this amnesty, individuals will be able to exit their existing product and transfer capital and reserves into an accumulation product with a superannuation fund. Individuals can then decide whether they want to stay in that super fund, take ...

Retail funds take out MySuper performance

ANNABELLE DICKSON  |  TUESDAY, 4 MAY 2021
... Ethical Super balanced (8.9%). The industry funds followed with AustralianSuper balanced achieving 8.6%, while LGS Accumulation Scheme - High Growth, Mine Super aggressive and retail fund BT MySuper Lifestage 1980s all returned 8.5%. Over one year, eight ...

Defined benefit fund in SFT

ELIZABETH MCARTHUR  |  FRIDAY, 23 APR 2021
... the current investment strategy," Equity Trustees said. "You will be able to elect your own investment strategy for accumulation accounts from the available investment options in the new plan." Defined benefit fees and costs, however, will change. This ...

Perennial establishes ESG boutique

RACHEL ALEMBAKIS  |  THURSDAY, 22 APR 2021
... the Perennial Better Future Trust has returned 13.3% per annum. It has outperformed the S&P/ASX Small Ordinaries Accumulation Index by 6.2% per annum and the ASX 300 Accumulation Index by 5.6% per annum since inception to the end of March 2021. O'Neill ...