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Showing 371 - 380 of 1362 results for "Balanced"

AMP North adds portfolios

ANNABELLE DICKSON  |  TUESDAY, 13 JUL 2021
... risk profile options to the MyNorth Sustainable and Zenith ranges. The current MyNorth Sustainable Managed Portfolio Balanced profile has added moderately conservative and moderately aggressive risk profiles for clients. The guiding sustainability principles ...

AustralianSuper posts best year yet

KANIKA SOOD  |  MONDAY, 5 JUL 2021
The $225 billion super fund's balanced option returned 20.43% in the year ending June 30, making it its best financial year returns since its start in 2006. AustralianSuper chief investment officer Mark Delaney said the FY21 returns of 20.43% were ...

Retail funds blitz personal-balanced options

KARREN VERGARA  |  FRIDAY, 2 JUL 2021
Retail superannuation funds delivered the best performance in the personal-balanced category in Rainmaker's latest analysis of MySuper funds. Wholesale personal super product - FirstChoice Wholesale Multi-Index Growth - returned 23.7% per annum ...

Catholic Super to drop fees

JAMIE WILLIAMSON  |  MONDAY, 28 JUN 2021
... Rainmaker data, Catholic Super's default lifecycle strategy investment fees currently range from 0.73% per annum on its balanced option to 0.83% per annum for its aggressive option. Equip's MySuper option charges 0.32% per annum. Togethr Trustees ...

Family offices should supplement super

KARREN VERGARA  |  WEDNESDAY, 23 JUN 2021
... appropriate in the current market environment. "With interest rates having been on a downhill run for the last 30 years, the balanced profile is now reflecting an allocation of about 70% risky investments and 30% secure investments. This is the default ...

Franklin Templeton shutters fund

KANIKA SOOD  |  MONDAY, 21 JUN 2021
... Andrew McGann and Joseph Livermore. Hunter took over from Andrew Sisson in January 2019. Sisson designed the strategy at Balanced Equity Management, which became a wholly-owned subsidiary of FTIA in 2011. Its biggest sectoral holdings were in financials ...

Macquarie sweeps Investment Leadership Awards

KARREN VERGARA  |  FRIDAY, 11 JUN 2021
... Index/Enhanced; Australian Equities - Small Cap; Fixed Income - Aggregate Bonds; Multi-Asset - Capital Stable; and Multi-Asset - Balanced. Now in its fourth year, the Investment Leadership Awards recognise Australian investment managers that have consistently ...

Chief economist update: OECD upgrades global growth but advises continued policy support

BENJAMIN ONG  |  TUESDAY, 1 JUN 2021
... modest," it said....and that considerable uncertainty surrounds OECD's projections: "...although risks have become more balanced between potential positive and negative impacts. In countries where vaccination is not widespread, the risk of further ...

Investment Leadership Awards finalists named

JAMIE WILLIAMSON  |  MONDAY, 17 MAY 2021
... Perpetual Conservative Growth Fund Perpetual Investment Management - Perpetual Diversified Real Return Multi-Asset - Balanced IOOF Holdings - IOOF MultiMix Balanced Growth Trust Macquarie Investment Management - Macquarie Balanced Growth Fund Perpetual ...

AMP loses default KiwiSaver mandate

ELIZABETH MCARTHUR  |  FRIDAY, 14 MAY 2021
... default retirement savings scheme KiwiSaver works by having a network of default providers which manage client money in balanced funds. Under an overhaul of the default provider scheme aimed at slashing fees and improving returns, the number of default ...