Search Results | Showing 11 - 20 of 138 results for %22Balanced Equity Management%22 |
| | | ... their game by providing better communication about short-term performance, products and mergers. The information must be balanced and do not undermine the fact that the product failed the test. Trustees must provide clear call-centre transcripts for ... |
| | | | ... five years. The data further analysed the success of funds based on investment strategy. It found the top performing balanced funds based on a five-year return to be Qantas Super - Balanced at 6.10% pa, Qantas Super - Glidepath: Destination at 6.10% ... |
| | | | ... costs shown in members' annual statements were wrong. Crescent Wealth's disclosed indirect cost ratios for its balanced investment option was 1.18% per annum, when in fact it was 1.91% in FY22. This means that a member with a $50,000 balance ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... long-term outlook for fixed income and equity markets has improved, and if history is any indication, investors who own a balanced portfolio may be rewarded for their patience in due course," he said. |
| | | | ... automatically deliver outperformance. Moreover, First Super was among the few to end the year in the black. Its default balanced option returned 1% for the current financial year compared to the median industry return of -3.7%. The fund ranks in the ... |
| | | | ... dividends at an individual stock level, such that all stocks contribute. Alternatively, or in addition, it may construct a balanced portfolio that delivers a yield premium in aggregate. Classic quality strategies strictly target companies with strong ... |
| | | | ... fund, reporting a fee ratio of 1.13% on a $50,000 balance versus 1.02%. The fund offered just two investment options, Balanced and Growth. According to Aracon Super's 2021 annual report, since inception they returned 5.1% and 5.0% respectively. For ... |
| | | | ... navigate difficult global markets. On the back of announcing it had delivered a positive 1.57% return for its members in its Balanced (MySuper) option for the financial year, Hostplus lauded active management's capacity to manage continued volatility. ... |
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