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Showing 301 - 310 of 755 results for "Conservative"

Australian Unity launches funeral bond

KARREN VERGARA  |  MONDAY, 31 JUL 2017
... flexible investment choices outside of the traditional capital protection or guaranteed options. The FuneralPlan Bond's conservative investment option is designed for investors wanting a combination of capital growth as well as relatively stable returns ...

Property overpowers asset class returns

KARREN VERGARA  |  FRIDAY, 28 JUL 2017
... balanced managed fund with 70% allocation to growth and 30% allocation to defensive assets was 5.4% per annum. A conservative managed fund returned 5.5% per annum; while a growth managed fund achieved a 5% return. The report also noted one high-risk ...

Equity Trustees appointed RE for boutique

DARREN SNYDER  |  MONDAY, 24 JUL 2017
... An EQT statement reports the Pentalpha fund is Australia's first growth annuity fund primarily structured for "the conservative wholesale/retail/institutional investor looking for defensive exposure to high yielding Australian shares and who can use ...

Real Asset Management embraces SMAs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... defensive, income- focused solutions comprised of cash, fixed interest or property. He said this reflects both RAM's conservative client base and the firm's expertise. "The addition of SMA strategies to the product range is a natural extension of our ...

A year on from Brexit

JAMIE WILLIAMSON  |  THURSDAY, 22 JUN 2017
... outweigh trade dynamics within the export sector," Lafferty said. He said May's defeat, while trying to strengthen her Conservative majority, has further weakened her bargaining position in negotiating around Brexit. "As such, while a clean break - "hard ...

Tasplan awards $265m equities mandate

ALEX BURKE  |  TUESDAY, 13 JUN 2017
... assets under management to about $2.5 billion, will manage the Tasplan funds in its enhanced low-volatility Global Conservative Equities strategy. Tasplan head of listed investments and strategy Mark Williams explained: "Following a review of the equities ...

May the force's not with her

BENJAMIN ONG  |  TUESDAY, 13 JUN 2017
... akin to the Brexit referendum result, UK voters once again proved the polls wrong. Latest counting showed that May's Conservative Party has lost its slim majority and with only 318 seats won, needs another eight to form an outright majority. Labour won ...

Weaker returns for SMSFs: Rainmaker

KARREN VERGARA  |  THURSDAY, 8 JUN 2017
... $164,632 in their account (see Graph 1). Over a five-year period, the default index outperformed by 1.6%. Despite the conservative investment nature of SMFSs, if well managed they are just as efficient at delivering investment outcome compared to regular ...

Vanguard appoints new head of investments

ALEX BURKE  |  MONDAY, 29 MAY 2017
... five wholesale diversified funds will have management expense ratios reduced to 0.29%. These funds are the Vanguard Conservative Index Fund (currently 0.33%), Vanguard Balanced Index Fund (0.34%), Vanguard Growth Index Fund (0.36%), Vanguard High Growth ...

HESTA sharpens focus on factor investing

JAMIE WILLIAMSON  |  TUESDAY, 16 MAY 2017
... were attractive in that context," HESTA chief executive Debby Blakey said. Robeco already holds a low-volatility Conservative Equities mandate which is another of its factor investing products. Head of Robeco Australia, Stephen Dennis said: "We are delighted ...