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Showing 361 - 370 of 1362 results for "Balanced"

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 ...

Rest streamlines asset classes

JAMIE WILLIAMSON  |  TUESDAY, 31 AUG 2021
... with the changed categories, benchmark asset allocations have also been changed for its Core Strategy, Capital Stable, Balanced, Diversified, High Growth and Sustainable Growth options. In addition, the risk level for the Core Strategy will move from ...

Departures continue at AMP Capital MAG

KANIKA SOOD  |  TUESDAY, 31 AUG 2021
... Capital's multi-asset team. In August 2020 she was appointed the co-portfolio manager of AMP Capital's Ethical Leaders Balanced Fund range alongside Darren Beesley, as Kristen Le Mesurier left for Platypus Asset Management. Beesley also recently resigned. ...

Results out: 13 funds fail YFYS performance test

KANIKA SOOD  |  TUESDAY, 31 AUG 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 ...

Retail funds to benefit from YFYS test changes

KANIKA SOOD  |  FRIDAY, 27 AUG 2021
... Superannuation Fund (46bps improvement), the $17 billion AMP MySuper No. 3 (20bps) and Australian Ethical's $1.9 billion balanced fund (17bps). These are followed by Russell Master Trust general division and Asgard employee MySuper ((15bps improvement ...

Fiducian's FUA inches to $4bn

KARREN VERGARA  |  MONDAY, 16 AUG 2021
... he said. The average age of members is 62, while the average account balance is about $280,000. The flagship Fiducian Balanced Fund returned 21.8% pa in the year to June 2021; over 10 years it delivered 9.4% pa. The hearing found that directors of the ...

Active Super rejigs MySuper

KANIKA SOOD  |  MONDAY, 9 AUG 2021
... product currently divides members into four stages: High Growth (for members up to age 44 had 85%- 95% growth assets), Balanced Growth (age 45 to 49, 60%- 80% growth assets), Balanced (age 50 to 54, 42%-62% growth assets) and Conservative (age 55 and ...

UK pension funds commit to manager diversity

JAMIE WILLIAMSON  |  WEDNESDAY, 4 AUG 2021
... Group has launched the Asset Owner Diversity Charter, which aims to "build and investment industry which embodies a more balanced representation of diverse societies". "The charter reflects asset owners' aspirations to see diversity balance at all levels ...

Royce Investment Partners launches small-cap fund

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
... decades of investing. As strong advocates for this asset class, we believe that including a meaningful allocation within a balanced portfolio to global small caps can improve many investors' outcomes." The launch comes as Franklin Templeton closed its ...

Hostplus delivers 21.3% to members

KARREN VERGARA  |  THURSDAY, 15 JUL 2021
... members, the majority of which are invested in this option. The $68 billion Hostplus said the result for its MySuper (Balanced) option is its "best-ever single-year performance" as at the end of the June 2021 financial year. Some nine out of 10 members ...