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Showing 281 - 290 of 1361 results for "Balanced"

Crescent Wealth misreports indirect costs, breaches regulatory standards

ANDREW MCKEAN  |  MONDAY, 28 NOV 2022
... shown in members' annual statements were also wrong. Crescent Wealth's disclosed indirect cost ratio for its balanced investment option was 1.18% per annum, however it was actually 1.91% in FY22. In this instance, a member with a $50,000 balance ...

Hostplus defies inflation fears

ELIZABETH FRY  |  MONDAY, 28 NOV 2022
... changes." According to Rainmaker, median returns for MySuper products for the year to September were -5.9%. Hostplus' balanced option returned -3.7% for the period, ranking seventh in the sector. But the super fund returned 5.6%, 7.0% and 8.9% for ...

Super fund overhauls investment direction

JAMIE WILLIAMSON  |  MONDAY, 21 NOV 2022
... account balance exceeds $1500 it must be moved to the Growth option and remain there unless a member opts to move into Balanced or High Growth upon reaching $5000. From mid-December, the fund will allow members to choose how their super is invested ...

Industrial property ensures big wins for TelstraSuper

ELIZABETH FRY  |  MONDAY, 21 NOV 2022
... the boom in online shopping drove up values. The unlisted property sector makes up about 11% of the super fund's balanced investment option, of which more than 25% is in industrial property. Shifting more assets into industrial property paid off ...

ASX dumps CHESS replacement project

JAMIE WILLIAMSON  |  THURSDAY, 17 NOV 2022
... the latest information available at that time, determined to deliver the Australian market a post-trade solution that balanced innovation and state of the art technology with safety and reliability," ASX chair Damian Roche said. "However, after further ...

ASIC issues more stop orders

CHLOE WALKER  |  THURSDAY, 10 NOV 2022
... property sector, were seeking an investment earning a higher return on investments than that offered by banks, had a balanced to aggressive risk profile and the ability to read and comprehend the prospectus. Among other things, ASIC was concerned that ...

Australians worry about retirement - and maybe they should

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
... as the benefit of longevity protection to ensure their money never runs out. "Australian retirees with a moderate to balanced attitude to retirement risk can allocate some of their assets to new investment-linked lifetime pensions that offer the ability ...

The future of defined contribution asset allocation

ANDREW MCKEAN  |  MONDAY, 7 NOV 2022
... funds' glide paths have dominated defined contribution savings in the US and Canada, whereas in the UK and Australia, balanced funds are the norm. While asset allocation strategies in defined contribution plans have been long debated, the summary ...

FPA welcomes new board members

CASSANDRA BALDINI  |  WEDNESDAY, 2 NOV 2022
... association and the profession more broadly. On a personal note, I would also like to thank her for her many years of wise and balanced counsel." The annual FPA Congress will be held in Sydney on November 23-24. Financial Standard is the official media ...

Challenger launches new alternatives fund

ANDREW MCKEAN  |  FRIDAY, 28 OCT 2022
Challenger has launched the Challenger Solutions Liquid Alternatives Balanced Fund, seeking to deliver positive absolute returns in excess of the cash rate, regardless of the market environment. The fund is managed by Challenger's newly formed Solutions ...