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Showing 251 - 260 of 1361 results for "Balanced"

FAAA sounds alarm on no-consultation super reform

ANDREW MCKEAN  |  MONDAY, 22 MAY 2023
... MySuper products and encouraging change even when current arrangements might be perfectly acceptable. He urged for a more balanced communication staratgy that empowers clients to consider their options and seek advice rather than pressuring them into ...

Young, millionaire investors challenge stereotypes: Data

CASSANDRA BALDINI  |  THURSDAY, 18 MAY 2023
... cohort in the last three months were FMG, CSL and TSL and in the past year ANZ, BHP, and PPS. Stockspot further revealed balanced portfolios have been the most popular with boomers at 33%. It also said 22% are investing to buy a property and 22% are ...

Hostplus surpasses $100bn in FUM

CHLOE WALKER  |  WEDNESDAY, 17 MAY 2023
... truly national fund with an enviable investment track record over three, five, seven, 10, 15, and 20 years in our MySuper Balanced option, Hostplus is increasingly becoming the lifetime fund of choice for many Australians," Elia said. It is also the ...

PwC picks senior leaders to oversee review

CASSANDRA BALDINI  |  TUESDAY, 16 MAY 2023
... look at how decisions are made and overseen inhouse, including how financial goals, values and strategic objectives are balanced and prioritised. The review will further examine the way in which partners and staff are held accountable for their responsibilities ...

Industry funds' illiquid assets scrutinised

ANDREW MCKEAN  |  THURSDAY, 11 MAY 2023
... options. She used unlisted assets as a rough stand-in for illiquid assets. The Australian Retirement Trust Lifecycle Balanced Pool holds the highest level of unlisted assets (34%); UniSuper's Balanced option holds the lowest level at 13%. Meanwhile ...

Mine Super to close Choice option

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
... by APRA as an underperformer. Following a review of its Super investment menu, Mine Super is closing its Conservative Balanced Choice option later this month. The option will remain for pension members, as will the option that's part of the fund's Lifecycle ...

Australian Retirement Trust reduces fees, ups premiums

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
... its various investment options will change, with the bulk seeing a reduction. On the MySuper front, ART's default Balanced option currently costs $410 per $50,000 invested. From July, this will drop to $400. Fees on its Growth, Balanced, Diversified ...

Aware retires VicSuper brand, expands investment menu

ANDREW MCKEAN  |  FRIDAY, 28 APR 2023
... This option invests solely in liquid asset classes such as shares, fixed income, and cash. Similarly, the diversified Balanced Indexed Option is a passively managed, low-cost option with a growth/defensive split of 75%/25%, investing exclusively in liquid ...

Equity Trustees, OnePath dominate choice heatmap failure

KARREN VERGARA  |  WEDNESDAY, 26 APR 2023
... Perpetual Conservative Growth, UBS Defensive, and a range of its in-house options such as OptiMix Growth and OnePath Balanced Index, failed to deliver for members. Several BT options were also slapped with a red rating - Pendal Growth Shares, BT Super ...

ASIC warns super funds on member communication failure

KARREN VERGARA  |  WEDNESDAY, 12 APR 2023
... their game by providing better communication about short-term performance, products and mergers. The information must be balanced and do not undermine the fact that the product failed the test. Trustees must provide clear call-centre transcripts for ...