Search Results | Showing 311 - 320 of 1082 results for "fixed interest" |
| | | ... RAM last year. He said that he is more or less doing the same thing in his new role overseeing RAM's Diversified Fixed Interest & Credit SMA and the Australian Listed Interest Rate Securities SMA, but with the added liquidity and diversification benefits ... |
| | | | ... Developed Ex-Australia LargeMidCap Index. In bonds, 66% and 64% of funds underperformed the S&P/ASX Australian Fixed Interest 0+ Index on an absolute and risk-adjusted basis. A-REIT funds performed much better on average, with 88% of funds outperforming ... |
| | | | ... following asset classes: large cap Australian equities, mid-to-small-cap Australian equities, global equities, fixed interest securities, property securities, infrastructure securities and alternatives. |
| | | | ... year, according to SuperConcepts research. As at June 30, the average SMSF comprised 19.8% cash (up from 18%), 12% fixed interest (down from 12.7%), 35.4% Australian equities (down from 36.7%), 13.1% global equities (up from 12.9%), 19.3% property (up ... |
| | | | ... growth assets have performed very well with market returns in the double digits. Defensive asset classes such as fixed interest added little to portfolio returns due to increases in long term interest rates." "Consequently we have added alternative investment ... |
| | | | ... interest-bearing assets in 2014. Artis' career in superannuation spans almost 20 years, having also served as head of fixed interest and cash at Telstra Super between 2008 and 2014, is a former general manager, retirement and member services for Vision ... |
| | | | ... question the fund's asset allocation decisions which "to date have been pretty good." "AustralianSuper has about 3% in fixed interest securities and the average super fund is 12 to 13%. We plead guilty to that and to receiving the benefits of that decision," ... |
| | | | ... Management now offers two separately managed account strategies. Available via Macquarie Wrap, RAM's Diversified Fixed Interest & Credit SMA and its Listed Interest Rate Securities SMA strategies are concentrated on tax-effective income generation in ... |
| | | | ... investment horizon of more than five years, with some volatility. The SMA comprises Australian equities (70-98%) and fixed interest and cash (2-30%) and requires a minimum investment of $20,000. According to PPM, the SMA is constructed without consideration ... |
| | | | ... entire offering. The bonds were sold at a yield of 2.27% and are scheduled to mature on 21 April 2029. Elsewhere in fixed interest, the Legg Mason Western Asset Australian Bond Trust recently received the highest rating from Zenith Investment Partners ... |
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