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Showing 251 - 260 of 1796 results for "Returned"

Liberals respond to Federal Budget

ANDREW MCKEAN  |  FRIDAY, 17 MAY 2024
... separated women to help restart their lives. However, the money initially withdrawn from superannuation would need to be returned when the house is sold to support retirement. The Association of Superannuation Funds of Australia (ASFA) expressed deep ...

The top investment funds over the past year

ANDREW MCKEAN  |  FRIDAY, 10 MAY 2024
... investors positively geared exposure to the Nasdaq-100 Index. In third place, the BetaShares Global Uranium ETF (ASX: URNM) returned 68.9%. The fund tracks an index of leading companies in the global uranium industry. Its major holdings include Cameco ...

Platinum's FUM dips below $14bn

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2024
... underperforming at 6% p.a. over a five-year basis against the MSCI's 11.2% p.a. Since its 1995 inception, the fund returned 11.3% p.a. while the MSCI delivered 7.8% p.a. The fund wrote in an investor note that its philosophy has always been to find ...

Fidelity to roll out more active ETFs

JAMIE WILLIAMSON  |  MONDAY, 6 MAY 2024
... Leaders Fund, and the Fidelity India Fund. The Fidelity Asia Fund first came to market in September 2005 and has since returned 9.65% per annum against the benchmark's 7.02%. It has just over $1 billion in funds under management (FUM), as of this ...

Vanguard Super lowers fees

KARREN VERGARA  |  WEDNESDAY, 1 MAY 2024
... balance of $50,000, a member will now pay $280 (0.56%) compared to the industry average fee of $479 per annum. It has returned 14.7% p.a. for members aged 47 and under in 2023, which is 4.65% above the industry median. For balances above $300,000, the ...

Brighter Super to close socially responsible options

JAMIE WILLIAMSON  |  TUESDAY, 30 APR 2024
... members' best interests that the options be closed. In the 12 months to March end, the Socially Responsible product returned 11.1%, according to Rainmaker Information figures. The median return for ESG investment options was 10.9%, seeing the product ...

ClearBridge launches first local global equity fund

KARREN VERGARA  |  MONDAY, 29 APR 2024
... Lilly and Company, Apple, and Nvidia. The fund first launched in the US and has been in operation since 2012. It has returned 15.3% over 10 years versus the index's 12.5%. It requires a minimum initial investment amount of $20,000. New York-based ...

LIT delisting simplifies Forager: CIO

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... delist last October. It was trading a $1.48 per share at the time of writing, peaking about at $2.09 in 2018. FOR has returned 19.8% in the last year and 9.5% p.a. since its 2009 inception. "The 2019 financial year handed us some important lessons about ...

S&P/ASX200 tipped to hit 8300: VanEck

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... forward earnings (forward PE) above its historical average," the report read. In the year to March, technology stocks returned 51%, while real estate and financials delivered 37% and 28% respectively. The banks appear to be overvalued and are the most ...

Citi Australia managing director takes on expanded remit

ANDREW MCKEAN  |  FRIDAY, 12 APR 2024
... platforms. She has over 25 years' experience in financial services, spanning banking and asset management. In 2022, Ashton returned to Citi, where she'd previously served as director of equities. Prior to her return, she was the managing director of ...