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| | | ... and cash (5%). It aims to perform in line with the benchmarks' returns (before tax) which are: the S&P/ASX300 Accumulation Index, MSCI World ex-Australia ex-Tobacco Net Dividends Reinvested Index, Bloomberg AusBond Composite 0+ Years Index, Citigroup ... |
| | | | ... Asset Management launched a new benchmark-insensitive Australian equities trust. It aims to beat the S&P/ASX 300 accumulation index by 6% per annum, over rolling five-year periods, with JCP Investment Partners appointed as investment manager. "In partnering ... |
| | | | ... members of the fund. The regulator's current default option for employees is the Public Sector Superannuation accumulation plan but the arrangement expires on 30 June 2019, as ASIC will no longer be covered under the Public Service Act 1999. As an ... |
| | | | ... reasons than the Productivity Commission. ISA said while the Australian retirement system should change its focus from accumulation to retirement income, a MySuper-type approach wasn't the answer. "We do not support the CIPRs approach because it ... |
| | | | ... Lonsec showed that implementing the changes with no delay resulted in an excess return of 1.3% about the S&P/ASX 200 Accumulation Index benchmark to March 2018. In comparison, a six-month delay would return an excess of 0.2%. If there were a delay of ... |
| | | | ... returned 17.2% per annum since its April 2017 inception. This is 8.5% over its benchmark S&P/ASX Small Ordinaries Accumulation Index's 8.72% p.a. return. Earlier this year, the boutique added a microcap strategy. This has lost 4.54% since its 31 January ... |
| | | | ... 12 months, and a further 230,000 could be encouraged to do so. The use of gearing to invest is highest in the late accumulation stage, with 19% of online investors aged 50-64 using gearing. This is compared to 5% of millennial investors. However, the ... |
| | | | ... benchmark by 2.2%. WLE, which has a similar mandate, invests in large-cap Australian companies in the S&P/ASX 200 Accumulation Index. Matthew Haupt is the lead portfolio manager. Chris Stott was CYA's chief investment officer and portfolio manager. ... |
| | | | ... Australians only seek and receive advice when they approach retirement, when in reality they need advice earlier in the accumulation phase." |
| | | | ... said. They face different risks in decummulation, she said, adding that this phase has not been as innovative as the accumulation phase in terms of the products on offer. Retirees "want it all," Crowe said, meaning they want income growth, downside protection ... |
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