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Showing 301 - 310 of 662 results for "Retail funds"

FEATURE: 2014 year in review

MARK SMITH, LAURA MILLAN, JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
... account balance of $50,000. By and large, fees charged by industry and public sector funds remained the same. However, retail funds - which had previously charged much more than industry funds - had introduced lower-cost products. While most retail funds ...

Perennial Australian equity trust rated by Lonsec

MARK SMITH  |  WEDNESDAY, 3 DEC 2014
... underlying protection process is unlike anything available to Australian retail investors to date," Perennial head of retail funds management Brian Thomas said. In its report, Lonsec said: "Lonsec has initiated coverage of the trust with a 'Recommended' ...

AllianceBernstein hires Australia retail sales manager

STAFF WRITER  |  TUESDAY, 2 DEC 2014
... and major fixed income and equities mandates for other institutional clients. AllianceBernstein has launched four retail funds since 2013: including the Dynamic Global Fixed Income Fund, the Global High Income Fund, the Managed Volatility Equities Fund ...

Super returns dip in September quarter

JAMES FERNYHOUGH  |  FRIDAY, 28 NOV 2014
... The more conservative asset allocation in the later cohorts of the lifecycle products - which are mostly offered by retail funds - goes some way to explaining the overall lower returns. These weak returns reflect a very poor quarter for the ASX 200 ...

Super sets sights on $2tr

ALEX DUNNIN  |  THURSDAY, 20 NOV 2014
... publishes figures for market segments so it's not possible to review the relative growth of not-for-profit versus retail funds, at least not until the regulator revises its statistical reporting framework. Nevertheless APRA has published more granular ...

Retail fund members most likely to establish SMSFs

LAURA MILLAN  |  THURSDAY, 6 NOV 2014
Members of retail funds are the most likely group to switch to self-managed super funds (SMSFs), according to CoreData research. As many as 4.8% of retail fund members are likely to set up an SMSF in the next 12 months, and 17.8% are likely to do so ...

Super returns dip to 9.0 pct

STAFF WRITER  |  TUESDAY, 4 NOV 2014
... SelectingSuper's research partner, noted that not-for-profit (NFP) super funds achieved 12 month returns of 9.3% and retail funds (ie corporate master trusts and retail MySuper products) achieved 7.9% for a segment gap that has bounced up again to 140 ...

Retail funds deny relying on passive investment

JAMES FERNYHOUGH  |  THURSDAY, 23 OCT 2014
... stocks, and others using it to mean actively managing exposure to markets through index funds. The perception that retail funds invest the majority of their MySuper members' retirement savings in low-cost index strategies is widespread in the industry ...

ISA proposes new restrictions on retail super

JAMES FERNYHOUGH  |  THURSDAY, 16 OCT 2014
Retail funds should be banned from providing default super to employers who bank with them, according to Industry Super Australia (ISA) chief executive David Whiteley. He also argued they should also be banned from paying shareholder dividends until ...

FSC-ISA battle recommences over MySuper data

JAMES FERNYHOUGH  |  FRIDAY, 3 OCT 2014
... (FSC) claimed that the figures, released yesterday by the Australian Prudential Regulation Authority (APRA), showed retail funds' MySuper products has outperformed industry funds since the beginning of the regime in January 2014. It calculated that FSC ...