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Showing 341 - 350 of 1361 results for "Balanced"

What you read in 2021

JAMIE WILLIAMSON  |  FRIDAY, 17 DEC 2021
... 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 ...

Do inflows follow performance?

JAMIE WILLIAMSON  |  FRIDAY, 10 DEC 2021
... 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 ...

Top investment products, super fund revealed

STAFF WRITER  |  THURSDAY, 2 DEC 2021
... 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% ...

Retirees require 3.3% drawdown: Research

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
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 ...

Test-induced movement marginal: Data

JAMIE WILLIAMSON  |  WEDNESDAY, 10 NOV 2021
... 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 ...

TelstraSuper releases retirement income solution

KARREN VERGARA  |  TUESDAY, 9 NOV 2021
... 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 ...

Australia Post Super Scheme cuts premiums by 10%

ELIZABETH MCARTHUR  |  THURSDAY, 4 NOV 2021
... 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 ...

CFS fined $20m over super misconduct

JAMIE WILLIAMSON  |  TUESDAY, 19 OCT 2021
... 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 ...

EISS Super answers tough questions

ELIZABETH MCARTHUR  |  TUESDAY, 12 OCT 2021
... 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 ...

REI Super makes drastic fee changes

JAMIE WILLIAMSON  |  MONDAY, 11 OCT 2021
... 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 ...