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Showing 301 - 310 of 1002 results for "Accumulation"

Boutique launches new Aussie equities fund

KANIKA SOOD  |  THURSDAY, 23 APR 2020
... profitability and ability to pay a dividend in near future. In March, the fund returned -1.03% compared to S&P/ASX Midcap 50 Accumulation Index's returns of -2.3%. Top holdings in the portfolio at month end were Resmed, TPG, A2, Magellan and Breville ...

Best, worst performing Aussie equities funds

KANIKA SOOD  |  WEDNESDAY, 22 APR 2020
... February 20 all-time high. The quarter saw the main benchmarks for large cap Australian equities funds (S&P/ASX 200 Accumulation Index) fall 23% while the small-caps benchmark (S&P/ASX 200 Small Ords Accumulation Index) tumbled 26.7%. Both erased three ...

Return of the king

ELIZA BAVIN  |  THURSDAY, 2 APR 2020
... "I think it is very important for investors to be able to step back and focus on the long-term objective of wealth accumulation." Doyle expressed the same sentiment that cash should be cash, and it exists are part of a diversified portfolio for a good ...

Statewide revises down investment objectives, ups fees

ELIZABETH MCARTHUR  |  TUESDAY, 31 MAR 2020
... investment objective of CPI+ 3%. At the same time, the fund announced the dollar-based administration fee charged to accumulation and pension accounts will increase from $1.50 per week to $1.75 per week from May. The asset based admin fee will increase ...

Coronavirus puts rocket under shorting ETFs

KANIKA SOOD  |  WEDNESDAY, 18 MAR 2020
... worst performing equities funds in the recent periods. BEAR returns 0.9% to 1.1% return every time the S&P/ASX 200 Accumulation Index falls 1%. Its leveraged version, BBOZ, delivers 2 to 2.75% increase for 1% fall in the index - similar to what BBUS ...

SG increase will hurt women: NFAW

ELIZA BAVIN  |  MONDAY, 24 FEB 2020
... some extent this seems to be consequential on the move from defined benefit funds that produced an income stream to accumulation funds that are perceived as an asset." The NFAW said the gender superannuation gap reflects the gender pay gap, which is ...

What SMSFs will look like in 2030

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 FEB 2020
... accessing advice have a net-worth twice as high as those who got advice in 2008. "Australia has a brilliant, world-class accumulation system but the retirement isn't there," Blomfield said. "This constant change, micro and macro adjustment, it has to ...

Industry fund hikes admin fees

ELIZA BAVIN  |  MONDAY, 17 FEB 2020
... addition, First Super said members will also bear the brunt of an increased asset fee, from 0.05% to 0.18% a year for accumulation accounts. First Super said the fee changes will come into effect from 1 April 2020, making it the most recent fund to increase ...

Industry butt heads over super guarantee

ALLY SELBY  |  THURSDAY, 13 FEB 2020
... nation's current retirement policies, and pointed to shortfalls in financial literacy as a key cause of concern. "Accumulation based superannuation puts inflation, investment, longevity, expense and other risks into the individual's hands," it ...

Retirement income review must focus on women: KPMG

HARRISON WORLEY  |  WEDNESDAY, 5 FEB 2020
... review focus its efforts on the retirement phase. Maroney pointed out many SMSF members have already transitioned from accumulation to retirement, and added the widespread use of SMSFs should not be underestimated by the review. "In our view, the superannuation ...