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Showing 311 - 320 of 755 results for "Conservative"

First home buyers: Devil is in the detail for super funds

EMMA RAPAPORT  |  THURSDAY, 11 MAY 2017
... portion of their savings in options which may yield a negative return," Rodwell-Ball said. "A differentiated and more conservative investment strategy will need to be considered by members for this portion of their savings. This further adds to the complexity ...

Vanguard reduces fees, revises multi-asset strategy

ALEX BURKE  |  TUESDAY, 9 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 ...

Japan to drive real assets globally

JAMIE WILLIAMSON  |  WEDNESDAY, 12 APR 2017
... increasingly hungry for investment alternatives. "Japanese investors, both retail and institutional, are broadly seen as conservative, with more than 50% of financial assets in deposits and approximately 5% in investment trusts," AMP Capital managing ...

Charter Hall fund debuts on multiple platforms

KARREN VERGARA  |  THURSDAY, 30 MAR 2017
... managed direct property funds, which are providing a starting yield to investors above 6% for high-quality assets with conservative gearing." "Despite the recent broader listed market volatility, investor demand for [unlisted] direct property remains ...

Azimut partners with Colonial, launches funds

KARREN VERGARA  |  THURSDAY, 23 MAR 2017
... made available on Colonial First State's investment menus in December last year, namely the AZ Sestante Wholesale Conservative, AZ Sestante Wholesale Diversified and AZ Sestante Wholesale Growth funds. AZ Sestante head of distribution Andrew Davies said ...

CBA records $4.9bn half-year profit

DARREN SNYDER  |  WEDNESDAY, 15 FEB 2017
Commonwealth Bank's wealth management arm recorded a $249 million profit in the second half of 2016, up 6% on the first six months of the calendar year. The wealth division was a small contributor to CBA's overall net profit after tax of $4.9 billion ...

Suncorp begins life business optimisation

DARREN SNYDER  |  THURSDAY, 9 FEB 2017
... was impacted by industry deterioration in lapse and claims trends; however the diversified wealth group said its "conservative approach to setting assumptions has resulted in minimal impacts to [lapse and claims] experience." In an analyst briefing this ...

SQM upgrades Trilogy Monthly Income Trust

EMMA RAPAPORT  |  TUESDAY, 7 FEB 2017
... up from last year," Trilogy Funds managing director Philip Ryan said. "This is a testament to our track record and conservative approach to managing our investor's money so they are able to live their ideal lifestyle," he added. Trilogy Monthly Income ...

SMSF investors trade during market volatility

EMMA RAPAPORT  |  MONDAY, 16 JAN 2017
... non-SMSFs," Commonwealth Bank head of SMSF Customers Marcus Evans said. There were however, signs that SMSFs took a more conservative stance on investment strategies following the 2016 Federal Budget announcement on changes to superannuation. "As investors ...

ASIC bans Sydney adviser

JAMIE WILLIAMSON  |  FRIDAY, 16 DEC 2016
... found to have engaged in misleading and deceptive conduct; making representations that Protect Ensure's products were conservative and low-risk options - similar to a term deposit - and that client funds would be pooled to attract a higher rate of interest. ...