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Showing 281 - 290 of 1002 results for "Accumulation"

Managed accounts inch to $80bn

KARREN VERGARA  |  WEDNESDAY, 16 SEP 2020
... volatility for the period, Milliman head of capital markets for AustraliaVictor Huang said the value of the ASX/S&P200 Accumulation Index fell -10.42% compared to the 3.06% increase in the Accumulation Index. "This helps explain the reason why overall ...

Boutique launches Aussie equities fund

KANIKA SOOD  |  TUESDAY, 15 SEP 2020
... is style neutral and invests in a concentrated portfolio of stocks with the aim of beating S&P/ASX 200 Industrials Accumulation Index over rolling three-year periods. Top 10 holdings at August end included: Tabcorp, Telstra, Aurizon, Lendlease and IPH. ...

Super fund tops up Tribeca mandate

KANIKA SOOD  |  FRIDAY, 11 SEP 2020
... above-benchmark returns. The fund delivered 3.37% in the year ending August, 2020 better than its benchmark S&P/ASX 200 Accumulation Index's -5.08%. Ratings have started to come back as well, with an approved from Zenith and investment grade from ...

ANZ advisers launch advice boutique

KANIKA SOOD  |  WEDNESDAY, 2 SEP 2020
... working with about 89 new clients. It is offering broad-ranging advice to clients of all profiles, including those in accumulation phase to retirement phase. Rutkowski said the business sis looking to specialise in providing financial advice to clients ...

Tasplan changes asset allocation

ELIZA BAVIN  |  TUESDAY, 25 AUG 2020
... increasing the exposure to growth assets in the Tasplan OnTrack - Maintain stage, members can transition from the accumulation phase to the retirement phase with minimal change to their overall asset allocation. "This may help achieve a higher balance ...

Vision Super revises investment strategy

ELIZA BAVIN  |  TUESDAY, 25 AUG 2020
... return forecasts. It has also introduced some investment objectives to allow for historically low interest rates. For accumulation and NCAP members, Vision's conservative and balanced options will have a new objective of CPI + 1.5% down from CPI + 2.5%. ...

Unmet advice needs increases for SMSF trustees

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
... just in monetary terms, but also in emotional outcomes." Nearly 80% of advisers believe that their SMSF clients in accumulation phase are on track to achieve their retirement goals. For those clients in the drawdown phase, the most popular methods are ...

ATO clarifies part disposal rules: DomaCom

ANNABELLE DICKSON  |  TUESDAY, 18 AUG 2020
... funds. "For investors, DomaCom's Senior Equity Release delivers 3% income plus capital growth and may suit SMSFs in accumulation mode as well as institutions seeking reliable long-term income and growth," Naoumidis said. It comes as the government allowed ...

HESTA consolidates investment options

JAMIE WILLIAMSON  |  WEDNESDAY, 12 AUG 2020
... members with a better understanding of the respective investment option and a seamless experience when moving from accumulation to when they begin taking an income stream." The fund is merging its Infrastructure and Property options and closing its Private ...

Sydney boutique winds up fund

KANIKA SOOD  |  TUESDAY, 28 JUL 2020
... management to a sustainable level. The Redpoint Industrials Fund aimed to perform in line with S&P/ASX 100 Industrials Accumulation Index post fees on five year rolling periods, while holding less than half of the companies in the benchmark. As at June ...