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Showing 381 - 390 of 1002 results for "Accumulation"

SMSFs too conservative: Poll

KARREN VERGARA  |  MONDAY, 27 AUG 2018
... Rainmaker's March 2018 Advantage report using APRA data shows SMSF investors as a group - including those in pre-retirement accumulation phase - are "surprisingly conservative." The Productivity Commission's May 2018 report notes SMSFs are inefficient ...

Discriminatory bank regulation hits super savings

JAMIE WILLIAMSON  |  WEDNESDAY, 22 AUG 2018
... around $11.50 less in expected weekly income in retirement for an 'average' individual in a balanced portfolio in accumulation phase and with a stable income retirement product offered by an institutional superannuation fund," the report states. The ...

Are SMSF investors too conservative?

DARREN SNYDER  |  WEDNESDAY, 8 AUG 2018
... outcomes for smaller SMSFs can be better explained by conservative asset allocation rather than whether a member is in accumulation or pension phase. The latest Rainmaker Advantage report said ATO data for SMSF asset profiles found large SMSFs have growth ...

Boutique fund manager eyes second LIC

DARREN SNYDER  |  WEDNESDAY, 8 AUG 2018
... the past year. "[It delivered] strong risk adjusted returns for our investors...outperforming the All Ordinaries Accumulation Index by 4.5%," Siegling said. "The top contributors to performance for the year were ARQ Group (previously Melbourne IT), Macquarie ...

BNP Paribas AM sells Arnhem stake, appoints new investment manager

JAMIE WILLIAMSON  |  WEDNESDAY, 1 AUG 2018
... reflect JCP's greater flexibility in stock picking. The fund's benchmark will change from the S&P/ASX 200 Accumulation Index to the S&P/ASX 300 Accumulation Index and the minimum investment will increase by $5000 to $25,000. Its aim to provide ...

Investor interest in long-short strategies surging: Zenith

KANIKA SOOD  |  THURSDAY, 12 JUL 2018
... uncertainty. The cohort as a total returned 11.7% p.a. in the five years to March. This was 4.1% higher than S&P/ASX 300 Accumulation Index return of 7.6% p.a. Risk volatility was also lower for long-short funds, with annualised standard deviation of ...

Raiz close to super product launch

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... 2018. It charges about $425 per annum on balances of $50,000, placing it in the bottom 25% or lowest quartile for accumulation superannuation funds in the market. Diversa Trustees will act as its trustee. The underlying financial product is the DIY Master ...

Boutique fund manager bolsters investment team

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... portfolios." For the year to 30 June 2018, the SGH20 Fund returned 24.5% after fees, outperforming the S&P/ASX300 Accumulation Index by 10%. It has returned 11.3% per annum since its inception in 2004. The fund also recently received a "Favourable" rating ...

Leave dividend imputation system as is: Plato

KARREN VERGARA  |  WEDNESDAY, 4 JUL 2018
... all retired, and they would receive no franking credit refunds. The less mature are largely dominated by younger, accumulation phase members with a relatively small proportion number of pension members, Hamson said. "These growing funds will be paying ...

Wealth fintech partners with Milliman

KANIKA SOOD  |  WEDNESDAY, 27 JUN 2018
... into their position as compared to their peers, to develop a real understanding about normal spending patterns in accumulation and into retirement," Ignition Wealth said in a statement. Earlier this year, Ignition Wealth appointed Alan Quinlan as its ...