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Showing 251 - 260 of 755 results for "Conservative"

UBS Asset Management drops fees

KANIKA SOOD  |  MONDAY, 2 SEP 2019
... income, property securities, alternative strategies and cash with three different risk profiles: growth, balanced and conservative. The three funds' management fee has dropped from 0.35% per annum to 0.29%. Indirect costs are coming down from 0.15% ...

Future Fund returns 11.5%, crosses $160bn

KANIKA SOOD  |  WEDNESDAY, 28 AUG 2019
... December 2018 and June 2019. "You will see that the risk as measured as volatility is more like a balanced fund or a conservative balanced fund yet it has been able to produce... high-growth return on a much lower risk profile," Costello said in a media ...

Kogan Super launches

KARREN VERGARA  |  WEDNESDAY, 21 AUG 2019
... superannuation industry. The fund offers five investment options: cash, enhanced indexed growth, enhanced indexed conservative growth, indexed Australian listed property and indexed diversified shares. It also provides default death and TPD insurance ...

Industry fund overhauls fee structure

KARREN VERGARA  |  THURSDAY, 15 AUG 2019
... the fund used to charge ICRs on the following options on a per annum basis: high growth (1.01%), balanced (0.95%), conservative (0.77%) and cash (0.33%) With the new structure, fees for the high growth option for example, are split across: investment ...

Renewed calls for risk-adjusted returns

KARREN VERGARA  |  MONDAY, 12 AUG 2019
... MySuper product minimises volatile returns for a large cohort of members who are close to retirement. Adopting a conservative approach, Robertson explains, aims to protect these members' balances, meaning the investment strategy deployed has a lower ...

Industry super fund discounts investment fees

KARREN VERGARA  |  TUESDAY, 30 JUL 2019
... option will reduce from 0.69% to 0.66% per annum. The change in investment fees will also apply to the following: conservative growth (from 0.51% to 0.47% pa), international shares (0.85% to 0.75% pa) and high growth (from 0.82% to 0.78% pa). "We're ...

Charter Hall industrial fund scores top Lonsec rating

HARRISON WORLEY  |  TUESDAY, 9 JUL 2019
... high-quality management team has a track record of delivering solid returns on direct property trusts" and the fund "has a conservative gearing target of 30% to 45% with a current LVR of 33%." The fund is open for investment through a minimum investment ...

MySuper lacks risk and return correlation: Research

KARREN VERGARA  |  TUESDAY, 9 JUL 2019
... aiming to protect the capital of their members by achieving consistent returns." Some funds however, are deliberately conservative because they have a lot of older members and are more focused on downside protection, minimising volatility and capital ...

British MPs prod own pension fund

KANIKA SOOD  |  WEDNESDAY, 29 MAY 2019
... no investments in companies that are committed to a zero-carbon world, a liberal MP claimed during the debate. A conservative MP who sits on the board of trustees for the parliamentary pension scheme said the trustees had met with advisers and green ...

Colonial First State removes funds

KANIKA SOOD  |  TUESDAY, 30 APR 2019
... Earlier this month, CFS announced three new index option additions to its FirstChoice Wholesale and Wrap Plus. The conservative, diversified and growth options will charge around 0.34%. "We have seen a significant increase in demand for index funds over ...