Search Results | Showing 341 - 350 of 1361 results for "Balanced" |
| | | ... Super's My Ethical Super, Colonial First State's FirstChoice, Commonwealth Bank Group Super's Accumulate Plus Balanced, EISS Balanced, LUCRF Super's MySuper, Maritime Super's MySuper, BT Super MySuper and lastly, the Victorian Independent ... |
| | | | ... given year," the research states. Meanwhile, the effects are least pronounced among diversified funds, such as growth, balanced, and capital stable options. "In these cases, the range of returns is narrower and so it is less likely products stand out ... |
| | | | ... up as a public offer fund this year, the $100 billion fund UniSuper has performed strongly over the long-term with the balanced option returning 10.5% per annum over the 10 years to the end of September 2021. Over a one-year period, it returned 21.6% ... |
| | | | New Morningstar research recommends retirees should drop the 4% withdrawal rate to 3.3% for a balanced portfolio. Using the 3.3% rate over a 30-year time horizon, Morningstar found that newly minted retirees cannot safely withdraw 4% of their initial ... |
| | | | ... Super's My Ethical Super, Colonial First State's FirstChoice, Commonwealth Bank Group Super's Accumulate Plus Balanced, EISS Balanced, LUCRF Super's MySuper, Maritime Super's MySuper, BT Super MySuper and lastly, the Victorian Independent ... |
| | | | ... efficiencies, grow and preserve capital, and manage retirement-specific risks. The four options are Lifestyle Growth, Lifestyle Balanced, Lifestyle Moderate and Lifestyle Conservative. The options include a cash allocation feature that allows members ... |
| | | | ... result of this decision, several changes to strategic asset allocation have been made across the fund's high growth, balanced and conservative options. It will also impact the employer-sponsored defined benefit portfolio. Strategic asset allocation to ... |
| | | | ... superannuation trustees not to mislead members for their own benefit. Trustees have an obligation to provide their members with balanced and accurate information that enables them to make informed decisions about their retirement savings," ASIC deputy ... |
| | | | ... test because halfway through the oversight period it changed its investment approach from a conservative one to a more balanced approach. "As a fund that had an older membership with a more conservative view, our view around the MySuper product was to ... |
| | | | ... investment fees across many of its options and making changes to the indirect cost ratios applied. For example, for the balanced MySuper option, the investment fee is increasing slightly from 0.58% to 0.60% while the ICR is being reduced marginally from ... |
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