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Showing 361 - 370 of 755 results for "Conservative"

Multi-asset funds rated high but risk disappointment

LAURA MILLAN  |  WEDNESDAY, 11 NOV 2015
... suggested it will become increasingly difficult to replicate the lofty returns of the more recent past, providing more conservative guidance with regard to portfolio outcomes in an effort to manage investor expectations." Zenith head of multi-asset and ...

PROFILE: REI Super chief executive Mal Smith

DARREN SNYDER, LAURA MILLAN  |  WEDNESDAY, 4 NOV 2015
... members' exposure to the fast-growing property market through their own jobs, the fund's investment strategy takes a conservative approach to this asset class. "Over the last two to three years we have been pretty focused on ensuring that in a rising ...

Beware 'apples with apples' super comparisons

DARREN SNYDER  |  FRIDAY, 23 OCT 2015
... they underperformed other default funds in the market rather than to explain why they have deliberately chosen very conservative strategies. For example, the top performing MySuper products in 2014-15 earned 12% but the lowest performing MySuper products ...

UBS releases mFund basket

ALEX BURKE  |  TUESDAY, 13 OCT 2015
... Diversified Fixed Income Fund, UBS Tactical Beta Fund - Balanced, UBS Tactical Beta Fund - Growth, UBS Tactical Beta Fund - Conservative, UBS Clarion Global Property Securities Fund and UBS Property Securities Fund. "We are excited to add eleven of our ...

Tech boom drives super to VC

ALEX BURKE  |  TUESDAY, 6 OCT 2015
The success of technology start-ups and Australia's maturing venture capital sector are driving superannuation funds to reconsider VC as an asset class. In September, First State Super and Hostplus invested $110 million and $35 million respectively ...

FEATURE: Inflation plus investing

LAURA MILLAN  |  FRIDAY, 25 SEP 2015
In a world where beating the benchmark is not enough, investors need to target returns above inflation. Laura Millan asks industry leaders how to succeed in the current economic environment. There was a time when investing was a matter of coming up ...

Turnbull expected to dust off shelved policies

LAURA MILLAN  |  TUESDAY, 15 SEP 2015
... Capital chief economist Shane Oliver highlighted that Turnbull is "known as a Liberal Party moderate - less socially conservative- but committed to free market economic solutions." He said that Turnbull is likely to focus on reaching consensus so policy ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
David Heather has been waiting for managed accounts to take off since 2001. The managedaccounts.com.au chief executive has watched interest grow across the investment spectrum, from large institutions to retail accumulators, but he's never seen any ...

Retirees still cautious about another GFC

DARREN SNYDER  |  FRIDAY, 21 AUG 2015
About one-fifth of retired seniors have kept their savings invested in shares post the global financial crisis (GFC) according to a study by National Seniors Australia and Challenger. The study was based on survey responses of about 2000 retirees, of ...

William Blair earns Lonsec rating

STAFF WRITER  |  FRIDAY, 21 AUG 2015
... disciplined stable investment process." The research house also highlighted the manager's "track record of maintaining a conservative approach to capacity management." William Blair head of Australian and New Zealand institutional distribution, Alex ...