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Showing 21 - 30 of 1031 results for "Accumulation"

UniSuper backs tech despite AI caution

VINNY VUCAGO  |  FRIDAY, 17 JUL 2026
... 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 ...

FEATURE | Retirement | A layer of confidence

MATTHEW WAI  |  THURSDAY, 16 JUL 2026
... 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 ...

WAM active strategy delivers 75.5%

MATTHEW WAI  |  TUESDAY, 14 JUL 2026
... 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 ...

Traditional investing principles unsuitable in decumulation: Research

KARREN VERGARA  |  MONDAY, 13 JUL 2026
... 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 ...

Future Generation returns top 20%

VINNY VUCAGO  |  WEDNESDAY, 8 JUL 2026
... 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 ...

ART, AustralianSuper deliver strong FY26 returns

VINNY VUCAGO  |  FRIDAY, 3 JUL 2026
... 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 ...

Former Brighter Super investment lead plots return

MATTHEW WAI  |  FRIDAY, 26 JUN 2026
... 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.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... 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 ...

Bell Asset Management launches small-caps fund

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... 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 ...

Product showcase: Reframing financial advice

THE FINANCIAL STANDARD TEAM  |  MONDAY, 15 JUN 2026
... 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 ...