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Showing 11 - 20 of 636 results for "retail funds"

Office sector down 8%: MSCI

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
... total return of 6% year on year, the MSCI found. However, this pales in comparison to the 20.4% achieved in FY22. Retail funds performed better than their office counterparts with annual capital growth of -4%, yet this is a near reversal of the 3.9% ...

Equity Trustees takes on new RE mandate

CHLOE WALKER  |  THURSDAY, 13 JUL 2023
... fund management arm of Aqualand Group, selected Equity Trustees to be the responsible entity of its new range of retail funds. The funds include the ALC Global Credit Fund, the ALC Active Australian Equity Fund and the ALC Active International Equities ...

Retirees to own 55% of all super come 2032: Rainmaker

CHLOE WALKER  |  TUESDAY, 11 JUL 2023
... share for 2032 is 33%, while ART sits at 31%, Aware Super at 60%, PSS at 37%, Hostplus at 20% and UniSuper at 44%. Retail funds CFS FirstChoice, BT Super and MLC Super are predicted to represent 60%, 35%, and 23% of retiree FUM respectively. "The key ...

Super funds consider future of PwC contracts

RACHEL ALEMBAKIS  |  THURSDAY, 8 JUN 2023
... and Telstra Super's MySuper option in fifth place on 9.91% FS Sustainability contacted the largest industry and retail funds that currently hold contracts with PwC for audit and tax services to determine if they are reconsidering their contracts. ...

MySuper inches to $1tn

KARREN VERGARA  |  WEDNESDAY, 24 MAY 2023
... Guarantee (SG) increase to 10.5% from 1 July 2022 and strong employment. Industry funds ($1.2tn) grew 6% over the period. Retail funds ($680bn) and corporate funds ($56.9bn) on the other hand dropped 1% and 4% respectively. Self-managed super funds also ...

Super fund ASX dominance stable: Research

KARREN VERGARA  |  WEDNESDAY, 17 MAY 2023
... in line with the 37% ownership super funds held at the end of March 2021, split across not-for-profit funds (13%), retail funds (9%) and smaller funds or self-managed super funds (15%). At the end of June 2022, industry super funds held 18% of members' ...

Industry fund market share soars: KPMG

ANDREW MCKEAN  |  THURSDAY, 4 MAY 2023
... account for 58% of non-SMSF super industry assets, made up of three industry funds, one public sector funds, and three retail funds. Comparatively, in 2021, there was only one industry fund, AustralianSuper, that held a position among the mega-funds. ...

Mergers, performance dim super satisfaction: Survey

KARREN VERGARA  |  FRIDAY, 24 MAR 2023
... that scored relatively higher satisfaction among their peers were HESTA, UniSuper, AustralianSuper and Hostplus. Retail funds declined by 5.6% points to 61.3%. Macquarie Group's retail fund was the only product that bucked the trend, climbing 3.5% points ...

Super tax break crackdown to hit $410bn in savings

ANDREW MCKEAN  |  WEDNESDAY, 1 MAR 2023
... affluent members across all ages among APRA-regulated funds. This suggests that individuals with significant balances in retail funds may have migrated to self-managed super funds (SMSFs), Rainmaker Information said. This is another case study of how ...

Super disruptors throw in the towel

KARREN VERGARA  |  THURSDAY, 9 FEB 2023
... Rainmaker Information analysis shows that at their peak, 30 challenger brands tried to take on established industry and retail funds, hitting $3.8 billion in funds under management and capturing 0.12% of the market. At the end of 2022, Rainmaker found ...