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Showing 11 - 20 of 220 results for "Balanced Fund"

AustralianSuper updates deceased members' investments

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... Aware option is now aiming to beat CPI by more than 3.5% p.a. over the medium to longer term, as well as the median balanced fund over the same period. The median balanced fund is determined by SuperRatings' SR50 Balanced (60-76) Index. AustralianSuper ...

All MySuper products pass super performance test

KARREN VERGARA  |  FRIDAY, 30 AUG 2024
... time include a number from the Experts' Choice suite, ipac Inflation and Pathways series, MyNorth's Dynamic Balanced Fund, and several from the Generations options. First-time failures include four products from the Active series, three from ...

Data concerns land Fiducian with additional licence conditions

JAMIE WILLIAMSON  |  TUESDAY, 16 JUL 2024
... Services oversees $2.57 billion in funds under management on behalf of nearly 9000 members. This comprises the Fiducian Balanced Fund, Fiducian Capital Stable Fund, Fiducian Growth Fund, and Fiducian Ultra Growth Fund which, as trustee-directed products ...

Aware Super closes fixed interest fund

ELIZA BAVIN  |  TUESDAY, 16 JUL 2024
... Funds or Aware Super." Aware Super now has seven funds available, including the Capital Stable Fund, Moderate Fund, Balanced Fund, Growth Fund, Cash Fund, Australian Equities Fund, and International Equities Fund. In addition to the fund closure, Aware ...

Future Super returns 10.1% to ethically minded members

JAMIE WILLIAMSON  |  FRIDAY, 5 JUL 2024
... said the results are proof that responsible investing pays off, with both products outpacing the expected median balanced fund return of 8.8%. Future Group said the use of sustainable investment screens provided a performance boost for both products ...

Colonial First State reports strong super returns

ANDREW MCKEAN  |  THURSDAY, 4 JUL 2024
... posted double digit returns for its MySuper balanced and growth funds during FY24. CFS's FirstChoice Employer Super balanced fund (MySuper Lifestage 1965-69) achieved a 12.1% return, while its FirstChoice Employer Super growth fund (MySuper Lifestage ...

Macquarie Asset Management launches low-cost active ETFs

ANDREW MCKEAN  |  THURSDAY, 16 MAY 2024
... every company in an investible universe. "Our aim with these new ETFs is to build a stable, more risk aware and balanced fund portfolio with significantly reduced impact from human bias," he said. Meanwhile, MSI co-head Benjamin Leung emphasised the ...

Poor gender diversity not a 'women's problem': Panel

KARREN VERGARA  |  WEDNESDAY, 15 MAY 2024
... space of time. This was made possible by its leaders making a concerted effort to be deliberate in becoming a gender-balanced fund manager about five years ago. "We created the case for why we did that. I think that the best investment decisions are ...

Perpetual, Pendal combine multi-asset capabilities

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
... portfolio manager of 11 funds, of which O'Dea will now assume responsibility for 10. These are the Pendal Active Balanced Fund, Pendal Active Conservative Fund, Pendal Active Moderate Fund, Pendal Active Growth Fund, Pendal Active High Growth Fund ...

How young Australians are missing out on better super returns

ANDREW MCKEAN  |  TUESDAY, 12 DEC 2023
Young Australians are missing out on higher superannuation returns by parking their retirement savings in default MySuper products, instead of exploring other investment options. Analysis of APRA data by Innova Asset Management revealed that an all-equities ...