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Showing 2801 - 2810 of 7326 results for "Returns"

Top performing ESG options revealed

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUN 2019
... by super funds are some of the most consistent performers over one, three, five and 10 years. Compiling the five-year returns of these options to April 2019, Rainmaker analysis sees HESTA's Eco Pool offering come out on top with a return of 10.3% ...

J.P. Morgan cuts management fees

KARREN VERGARA  |  TUESDAY, 4 JUN 2019
... Management head of Australia funds David Hallifax said too many investors are anchored in cash, leaving them stuck with low returns, while the likelihood the Reserve Bank of Australia cutting interest rates this year may further exacerbate the challenge ...

Impact investing an advice opportunity: Expert

HARRISON WORLEY  |  TUESDAY, 4 JUN 2019
... investing is an avenue for financial advisers to connect with their clients on a basis other than the basic financial returns generated by their investments. According to Latham, the financial services industry faces a serious relevancy problem, having ...

Plato fund shuts down

KANIKA SOOD  |  TUESDAY, 4 JUN 2019
... is going strong with $1.5 billion in funds under management and has delivered 1% above benchmark's 11.9% p.a. in total returns since its September 2011 inception, as at April 30. The boutique had $5 billion in funds under management at March end and ...

Suncorp Super faces action over adviser pay

JAMIE WILLIAMSON  |  TUESDAY, 4 JUN 2019
... Super is already in the process of refunding members for overcharging of fees, tax and incorrectly applied investment returns. The fund expects this process to be completed soon and will begin contacting those impacted to advise as to their full and ...

Managed accounts provider recruits portfolio manager

KARREN VERGARA  |  MONDAY, 3 JUN 2019
... of its commitment to maintaining a highly-performing, experienced investment team, and delivering sustainable long-term returns to clients, it said. Elston AM, which is part of financial services firm Elston, provides managed account solutions that oversee ...

Life insurers post strong March quarter

KANIKA SOOD  |  FRIDAY, 31 MAY 2019
... increase from the year ending previous march. Return on these net assets was down 5.6% between the two periods, with the returns to the year ending this March only 3%. APRA said the prescribed coverage ratio for the industry decreased from 1.87x to 1.79x ...

Legg Mason launches new fund

ELIZABETH MCARTHUR  |  FRIDAY, 31 MAY 2019
... ideal core holding for investors seeking to align their values and investments without sacrificing the potential for high returns."

New tax-effective Aussie shares fund

KANIKA SOOD  |  THURSDAY, 30 MAY 2019
A Sydney boutique that says the highest bracket of tax payers can lose 40% of the returns on their Aussie shares portfolio to taxes has launched a new fund aiming to solve the problem. Redpoint Investment Management is starting a quantitative equities ...

Advisers wary of unlisted assets: Sunsuper

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... move out of the markets and into unlisted assets." On the point of transparency in unlisted assets, Weaver pointed out: "Returns did not change as a result of RG97 disclosure guidelines." He explained that unlisted assets always require an active investing ...