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Showing 321 - 330 of 1002 results for "Accumulation"

Pinnacle boutique readies investment rejig, fee cut

KANIKA SOOD  |  TUESDAY, 10 SEP 2019
... overseas stock exchanges, as it sees A-REITs get concentrated. Only 10 issuers control 86% of the S&P/ASX300 AREIT Accumulation Index's market cap and almost half of the A-REITs are concentrated in the retail real estate sector, which is experiencing ...

Who foots the bill when super funds merge?

KANIKA SOOD  |  WEDNESDAY, 4 SEP 2019
... the combined group of members can most benefit from the tax relief on the costs." Tasplan merged with RBF Tasmanian Accumulation Scheme and Quadrant Super in about four years ago. It was recently part of another potential merger when Statewide Super ...

Merger costs may impact short-term returns: ASI

KANIKA SOOD  |  WEDNESDAY, 4 SEP 2019
... merging funds for capital gain so generally you are okay than that," Coogan said. Tasplan merged with RBF Tasmanian Accumulation Scheme and Quadrant Super in about four years ago. It was recently part of another potential merger when Statewide Super ...

Tribeca Alpha Plus leaks $600m, rebuilds

KANIKA SOOD  |  TUESDAY, 27 AUG 2019
... the three months to 31 July after a year of underperforming the benchmark. It is still down 7.8% to the S&P/ASX 200 Accumulation Index's 13.26% in the year to July 31. Changes on the team Liu has hired an analyst from Charlie Aitken's Aitken ...

Managed funds versus the ASX 200

KANIKA SOOD  |  THURSDAY, 22 AUG 2019
Aussie equities managers had a hard time beating the S&P/ASX 200 Accumulation index in the year to June and the underperformance gap has widened significantly over the past four years, according to new Rainmaker research. Just one in 10 wholesale managed ...

Sean Fenton back with Sage Capital

KANIKA SOOD  |  WEDNESDAY, 21 AUG 2019
... co-portfolio manager at the Tribeca Alpha Plus Fund which has returned 9.34% since inception compared to S&P/ASX accumulation index's 6.88% but is down 7.8% to the benchmark in the year to July end. Joining him at Sage are two Tribeca colleagues ...

Zurich inks exclusive retail distribution deal

KANIKA SOOD  |  TUESDAY, 13 AUG 2019
... Biddle's small caps boutique Celeste Funds Management's fund has outperformed the benchmark S&P/ASX Small Ords Accumulation Index by 6.1% net of fees since inception more than 21 years ago. The boutique has hitherto done its retail distribution ...

Gender wealth gap down to 11%: Roy Morgan

KRISTI CHENG  |  THURSDAY, 8 AUG 2019
... 69% increase, while men had a lower increase of only 52% (from $296,000 to $449,000). "Their greater rate of wealth accumulation over the last 12 years has allowed women to gain significant ground towards wealth equality between genders, to the point ...

Industry super fund adds director

HARRISON WORLEY  |  WEDNESDAY, 7 AUG 2019
... very pleased to be able to reduce investment fees for our members exercising investment choice, whether in their accumulation or retirement phase," Wade said.

Industry super fund discounts investment fees

KARREN VERGARA  |  TUESDAY, 30 JUL 2019
... very pleased to be able to reduce investment fees for our members exercising investment choice, whether in their accumulation or retirement phase," Wade said. "We always look for ways to improve our members' financial wellbeing - low fees is a key part ...