Search Results | Showing 21 - 30 of 1031 results for "Accumulation" |
| | | ... market are showing signs of excess. The $60 billion superannuation fund's Balanced option returned 10.4% for accumulation members and 11.2% for pension members in the year to 30 June 2026, marking a fourth consecutive year of double-digital returns ... |
| | | | ... decision to acquire guaranteed lifetime income products, while only 81% were happy with leaving their super in an accumulation account. Only 66% said they are satisfied with taking out all or most of their super. About one-third (31%) of pre-retirees ... |
| | | | ... months to 30 June 2026. Outperforming the Bloomberg AusBond Bank Bill Index (Cash) and the S&P/ASX All Ordinaries Accumulation Index by 71.6% and 69.8%, respectively, the performance was listed as the "strongest" year since the inception of the LIC in ... |
| | | | ... principles, arguing retirement portfolios require a fundamentally different approach from those built during the accumulation phase. The paper, When Timing Becomes the Biggest Risk in Retirement, contends investing principles such as 'time in the market ... |
| | | | ... Since inception, the portfolio has delivered annualised returns of 9.1%, outperforming the S&P/ASX All Ordinaries Accumulation Index by 0.9%, per annum, while doing so with less volatility than the broader market. Future Generation chief investment officer ... |
| | | | ... and strong global equity markets for the performance despite heightened geopolitical uncertainty. ART's High Growth accumulation option returned 9.21% for the year to 30 June, while its retirement equivalent delivered 10.25%. over the decade to 30 June ... |
| | | | ... The super fund has also reduced its fixed and asset-based percentage administration fees since June 1, across its accumulation and pension products, while increasing investment fees across different options. |
| | | | ... number of Choice products at 664. Currently, MySuper accounts have an average balance of $77,000, whereas Choice accumulation members have $142,000. Together with defined benefit members, APRA calculates the three pillars have about $2.79 trillion in ... |
| | | | ... small companies outside the ASX 100. The actively managed strategy aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium- to long-term, focusing on quality companies. The launch follows the addition of Tim Johnston, James ... |
| | | | ... invested, and in many cases, we know why our cohorts invest... whether it's for estate planning, tax-effective accumulation or long-term wealth building. That's a powerful starting point." For those unfamiliar with the main benefits of investment ... |
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