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Showing 11 - 20 of 107 results for "Annual returns"

Bull market buoys super funds' 2024 returns

MATTHEW WAI  |  WEDNESDAY, 8 JAN 2025
... largely the result of its investments in local and international equities. Notably, the fund averaged 8.34% in annual returns since its inception in 1988, beating the ASFA's calculated average for balanced options of about 7% over a 10-year period. ...

TWC launches Global Wealth Creators Fund

MATTHEW WAI  |  MONDAY, 18 NOV 2024
... access to high-quality companies to wholesale and institutional investors. The actively managed fund aims to deliver annual returns of 3-4% above the MSCI World index, in a concentrated portfolio of 15-30 business across technology, communication services ...

Russell Investments default option returns up to 12.3%

ANDREW MCKEAN  |  THURSDAY, 1 AUG 2024
... ranging from 9.2% to 12.3% last financial year. Since its inception in March 2020, GoalTracker has delivered average annual returns of 8.3%-11.3%. Russell Investments head of Australia and New Zealand Tim Furlan said the strong returns are helping to ...

New boutique launches private debt fund

ELIZA BAVIN  |  MONDAY, 1 JUL 2024
... purposes. The minimum investment amount for the Nero Private Fund is $50,000 and it has been established to deliver annual returns starting from 10% p.a. Nero Private managing director Sanja Crnogorac said the firm aims to bridge the gap between traditional ...

Unlicensed crypto investor faces jail time

CHLOE WALKER  |  TUESDAY, 6 FEB 2024
... charges were filed after an investigation by ASIC, which discovered that Aryn Hala had made promises to customers of annual returns of at least 10-20% on investments that included crypto assets through his company, A One Multi Services. The corporate ...

Balanced portfolios to reap rewards in 2024: UBS

CHLOE WALKER  |  TUESDAY, 9 JAN 2024
... stock-bond-alternatives, with a diversified mix of private equity, private credit, and real assets could increase annual returns 80-100 basis per year with 50-75 basis points less volatility." This significant increase in portfolio efficiency can drive ...

ASIC permanently bans adviser who stole client funds

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2024
... clients that his business could invest their funds in Macquarie Bank Cash Management accounts and guarantee them annual returns of 8%. He then was found to have used those clients' funds for personal expenses without permission, and failed to return ...

Global small caps outperform Aussie counterparts: SSGA

ANDREW MCKEAN  |  THURSDAY, 28 SEP 2023
... Street says global small cap companies have consistently bested their Australian counterparts, offering higher annual returns and lower volatility. The US$3.6 trillion asset manager noted that the MSCI World Small Caps Index has yielded an 8.39% annual ...

Waypoint REIT cops $27.1m devaluation

CASSANDRA BALDINI  |  THURSDAY, 6 JUL 2023
... Overvaluation of property assets has been scrutinised in recent times, particularly as super funds release their annual returns. Adding to the property sector's woes are supply chain problems, however higher interest rates are perhaps the biggest ...

Rainmaker MySuper index outdoes S&P ASX 200

ANDREW MCKEAN  |  FRIDAY, 23 JUN 2023
... Rainmaker MySuper index reported a 0.6% return for the year to 31 March 2023, continuing its series of positive rolling annual returns. The MySuper index surpassed the broader S&P ASX 200 market index, which posted a 0.1% return over the same duration. ...