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Showing 351 - 360 of 1361 results for "Balanced"

Sustainable SMAs added to Macquarie Wrap

JAMIE WILLIAMSON  |  FRIDAY, 8 OCT 2021
... accounts from Dimensional and Pendal have been made exclusively available on Macquarie Wrap. The Dimensional Sustainability Balanced Model Portfolio, the Dimensional Sustainability Growth Model Portfolio and the Dimensional Sustainability High Growth ...

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... scheme. Kiwi investors can now access Fiducian's Growth Fund, India Fund, Property Securities Fund, Technology Fund, Balanced Fund and Ultra Growth Fund via the Consilium Wrap and MMC Wealth Administration platforms.

OnePath tops Fat Cat super fund list

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... Zurich and EISS Super, which came equal third with the bronze medal. Among its worst performers, OnePath's OptiMix Balanced, Managed Growth and Active Growth filled the top three worst-performing aggressive growth funds category. In the balanced ...

Challenger adds market-linked annuity

ANNABELLE DICKSON  |  TUESDAY, 5 OCT 2021
... to its Liquid Lifetime range with five indexation options. Retirees can select from cash, conservative, conservative balanced, balanced, or growth. The different options are constructed from combinations of market indices including AusBond Bank Bill ...

HNW advice firm opens to retail investors

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
... Hamilton Wealth Partners has launched HWP invest, available to investors with a minimum of $10,000. The four options of balanced, growth, high growth and income charge management fees of 0.75% per annum. The balanced option for example, aims to provide ...

One in four Aussies have no super account

ELIZABETH MCARTHUR  |  MONDAY, 13 SEP 2021
... million people - have no super account. The research found that of those with super, the most popular risk profile is balanced (25%), followed by growth (16%), high-growth (9%) and conservative (9%). But it also found 17% are unaware of their risk profile. ...

Fiducian expands NZ footprint

JAMIE WILLIAMSON  |  WEDNESDAY, 8 SEP 2021
... needs. Investors will now have access to Fiducian's Growth Fund, India Fund, Property Securities Fund, Technology Fund, Balanced Fund and Ultra Growth Fund via the Consilium Wrap and MMC Wealth Administration platforms. "Bringing investment capabilities ...

How YFYS test will change currency investments

ELIZABETH MCARTHUR  |  THURSDAY, 2 SEP 2021
... he showed data indicating that currency can easily represent the second largest risk factor - after equities - in the balanced portfolios of Australian super funds. "Higher hedge ratios have historically been associated with higher returns over the long ...

YFYS test results not a fair representation: Frontier

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 SEP 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 ...

Communicate risk, defensiveness differently: Panel

ELIZABETH MCARTHUR  |  TUESDAY, 31 AUG 2021
... various scenarios, such as interest rate changes. "We have lowered our exposure to traditional defensive assets in our balanced portfolios," Taylor said. "And we have increased slightly our foreign currency exposure - thinking about the defensive qualities ...