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Showing 2881 - 2890 of 7326 results for "Returns"

Why this HNW adviser avoids hedge funds

KANIKA SOOD  |  TUESDAY, 5 MAR 2019
... scare me; I like to be able to show clients what we are investing in." Alternatives are investments that aim to deliver returns that have little or no correlation to traditional assets like listed equities, bonds and property - a proposition that is ...

Infrastructure fund plans SMSF raise

KANIKA SOOD  |  MONDAY, 25 FEB 2019
... smaller investors to access unlisted infrastructure assets, which are resilient to volatility and can provide bond-like returns while diversifying portfolios. Unlisted infrastructure asset funds have been traditionally been the domain of large superannuation ...

MLC MySuper switches to lifestage

KANIKA SOOD  |  FRIDAY, 22 FEB 2019
... default single strategy investment options (on a three-year basis to 31 December 2018), according to SelectingSuper tables. Returns were 4.4% pa. An MLC spokesperson was unable to comment further on why MLC decided to increase growth allocations; where ...

More consolidation to come: APRA

JAMIE WILLIAMSON  |  FRIDAY, 22 FEB 2019
... that looks at performance of trustees across a number of dimensions, and does not rely solely on measures of historical returns over a particular time horizon as the only determinant of success or otherwise," Byres said. Ongoing consolidation in the ...

Platinum LIC posts $29m in losses

KANIKA SOOD  |  WEDNESDAY, 20 FEB 2019
... 0.6%. Despite the recent performance, PMC remains firmly above the benchmark in its performance since inception with 11.8% returns compared to benchmark's 6.7%. PMC declared a fully-franked interim dividend of 3 cents per share and an additional special ...

Ausbil launches dividend income fund

KANIKA SOOD  |  WEDNESDAY, 20 FEB 2019
... million in seed capital. The initial investor was Ausbil's strategic partner New York Life Investment Management. The returns from July inception to January were -1.13% which is 2.1% better than the benchmark S&P/ASX 200 Accumulation Index's ...

Accountant banned for bad SMSF advice

HARRISON WORLEY  |  TUESDAY, 19 FEB 2019
... also determined that by recommending her accountancy practice - Saber Accountants - prepare the annual accounts and tax returns for SMSF clients, she had effectively recommended the services of a related party so as to earn extra revenue for herself. ...

Fidelity adds US equities exposure

KANIKA SOOD  |  TUESDAY, 19 FEB 2019
... Fidelity's multi-asset chief investment officer James Bateman said US value stocks are looking attractive after years of muted returns and he sees strong upside to them with limited downside. "Even if a significant re-rating does take place, this area ...

Super fund awards $275 million mandate

JAMIE WILLIAMSON  |  MONDAY, 18 FEB 2019
... added. "Our highly disciplined research approach focuses on designing well-structured risk premia that aims to generate returns with low long-term correlation to traditional markets," Jaeger said. "The strategy invests for returns without simply adding ...

Industry funds wary of stapling default members

KANIKA SOOD  |  FRIDAY, 15 FEB 2019
... Federal Treasurer Josh Frydenberg said in a statement. The legislation needs to pass the House of Representatives, which returns next week.