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Showing 341 - 350 of 10197 results for "Index"

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... individual goals," he said. Briefcase provides customisable portfolios of direct shares that reflect the characteristics of the index. It has managed more than $50 billion for the likes of BlackRock, BT, and Russell Investments. Persky founded Briefcase ...

Most retirees who rent live in poverty: Grattan Institute

ANDREW MCKEAN  |  MONDAY, 10 FEB 2025
Most retirees who rent live in poverty, including more than three in four single women, and this problem is set to get worse, according to a Grattan Institute report. While the Age Pension provides an adequate, albeit modest income in retirement for ...

Investment down as uncertainty rises

ELIZA BAVIN  |  FRIDAY, 7 FEB 2025
... be realised, will drive faster rates of productivity growth over time.," Underwood said. The Economic Policy Uncertainty Index for Australia more than doubled from the recent low in early 2024 to the current reading in early 2025, the report said. This ...

One more vote needed for $3m super tax

MATTHEW WAI  |  THURSDAY, 6 FEB 2025
Despite being dropped from the Senate program today, the Better Targeted Superannuation Concessions Bill could soon be a reality, with the government needing to secure just one more supporter. The Bill was supposed to be debated in the Senate today ...

Fixed income drives managed fund surge

ROSE MARY PETRASS  |  THURSDAY, 6 FEB 2025
... value, over a quarter of US market capitalisation and equivalent to the total stock markets of Europe and the UK combined. Index tracking equity funds saw inflows of $26.9 billion while $21.5 billion was withdrawn from actively managed counterparts. ...

Wilson Asset Management launches Founders Fund

ANDREW MCKEAN  |  TUESDAY, 4 FEB 2025
... founder-led companies have returned 21.6% per annum over seven years, outperforming the S&P/ASX All Ordinaries Accumulation Index (9.2%). The documents said the fund will invest in "exceptional founder-led businesses," predominantly listed on the ASX. ...

TenCap hedge fund eyes $3bn AUM

KARREN VERGARA  |  MONDAY, 3 FEB 2025
... 2025. Liu is confident that a rate cut will be announced, judging from the most recent inflation data. The Consumer Price Index (CPI) rose 0.2% in the December quarter and 2.4% annually. Meanwhile, annual trimmed inflation fell to 3.2%, which is notably ...

The regulatory pendulum has swung too far: FSC

ANDREW MCKEAN  |  FRIDAY, 31 JAN 2025
... the incidence of the tax, who it will actually impact, is young Australians as a result of the deliberate decision not to index the $3 million threshold." Of the 500,000 working Australians who'll be impacted by this tax during their lifetime, 400,000 ...

Transfer balance cap to rise on July 1

JAMIE WILLIAMSON  |  THURSDAY, 30 JAN 2025
While the official word will come from the Australian Taxation Office (ATO) in March, the December 2024 inflation figures released by the Australian Bureau of Statistics (ABS) yesterday confirmed the indexation of the cap. Currently $1.9 million, from ...

Best Australian share funds of 2024: Mercer

ANDREW MCKEAN  |  THURSDAY, 30 JAN 2025
... structures its portfolios with the security weightings determined by forecasted long-term risk adjusted returns rather than index weightings. Without an index constraint, it added, the fund can focus on its clients' requirement of long-term wealth ...