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Showing 361 - 370 of 765 results for "Income Fund"

CommInsure adds new annuity strategy

JAMIE WILLIAMSON  |  TUESDAY, 17 OCT 2017
Financial advisers are now better equipped to help retiree clients ensure they won't run out of money with CommInsure expanding its range of retirement savings strategies through collaboration with a US academic. A new strategy, called Staggered Annuitisation ...

Equity income boutique enters retail market

KARREN VERGARA  |  THURSDAY, 12 OCT 2017
... having previously operated in the wholesale and institutional markets. Wheelhouse Partners' Wheelhouse Global Equity Income Fund has embedded a derivatives-based solution that will benefit retirees' investment outcomes and combat market volatility and ...

NZ manager launches retirement product

EMMA RAPAPORT  |  MONDAY, 25 SEP 2017
... member's income through retirement. From age 65, members of the Simiplitcy KiwiSaver Scheme invested in the guaranteed income fund will receive a fortnightly payment, regardless of what happens to investment markets or interest rates during their retirement. ...

MyState advice arm grows

JAMIE WILLIAMSON  |  FRIDAY, 18 AUG 2017
The performance of its wealth management division proved to be one of the highlights for MyState last financial year. The Tasmanian financial group's wealth management arm increased its funds under management at the fastest rate in many years, up 8% ...

Managing the three pillars of retirement

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
... to retirees missing out on future returns, increasing longevity risk. Addressing these concerns, the Vertium Equity Income Fund - which Teh described as "the first triple-objective fund launched in Australia" - holds a concentrated portfolio of 20 to ...

Retirement income fund launches

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
... management firm in partnership with Copia Investment Partners, Jason Teh has unveiled his flagship fund, the Vertium Equity Income Fund. Vertium Asset Management will be a specialist equity income investment manager and its fund is reportedly the first ...

Pengana partners with UK ESG manager

ALEX BURKE  |  THURSDAY, 29 JUN 2017
... Mark Christensen and Chris Tan from Pengana's Australian equities team and be renamed the Pengana Australian Equities Income Fund. The fund's strategy will change as a result, focusing on fundamental research with macro overlays to generate a high component ...

Industry stars recognised at 2017 MAX Awards

JAMIE WILLIAMSON  |  FRIDAY, 16 JUN 2017
... Management - Auscap Long Short Australian Equities Fund AVIVA Investors - AVIVA Investors Multi-Strategy (AIMS) Target Income Fund Capital Group - Capital Group New Perspective Fund (AU) Nikko Asset Management Nikko AM - Tyndall Australian Share Income ...

ASIC cancels AFSL, bans former executives and fund managers

JAMIE WILLIAMSON  |  TUESDAY, 30 MAY 2017
... Corporations Act. Together they misappropriated $147.5 million held by the managed investment scheme known as the Premium Income Fund (PIF) on behalf of unitholders, using the funds to pay debts owed by other related entities in the MFS Group. The MFS ...

Boutique fund joins Bennelong suite

JAMIE WILLIAMSON  |  TUESDAY, 16 MAY 2017
... attention on investment management and positive outcomes for investors," MacLeod said. The Wheelhouse Global Equity Income Fund is now available for sophisticated and institutional investors, with plans to extend the offering to the retail market at ...