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Showing 21 - 30 of 1173 results for "Balanced"

Balanced portfolios to reap rewards in 2024: UBS

CHLOE WALKER  |  TUESDAY, 9 JAN 2024
According to UBS' latest Family Office Quarterly Report, investors who keep a diversified multi-asset portfolio as a core investment strategy are most likely to successfully protect and grow real wealth over the year. The report, written by UBS chief ...

Hostplus ups fees on socially responsible option

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2023
Hostplus has notified members that the fees and costs for its Socially Responsible Investment - Balanced option are now "materially higher", blaming increased performance fees. The industry fund recently updated its Product Disclosure Statement (PDS) ...

How young Australians are missing out on better super returns

ANDREW MCKEAN  |  TUESDAY, 12 DEC 2023
... currently around 61 MySuper products which are intended as low-cost, simple products suitable for most investors; most are balanced funds with a fixed 70:30 growth-defensive asset mix. "MySuper products were designed to cater for a largely disengaged ...

Ultra-low fees define basic ETPs

ANDREW MCKEAN  |  TUESDAY, 5 DEC 2023
Exchange-traded products (ETPs) present investors with an opportunity to construct a diversified balanced portfolio at a remarkably low total cost of ownership. According to Rainmaker Information, investors can get a diversified balanced portfolio with ...

CPI cools to 4.9%

CASSANDRA BALDINI  |  THURSDAY, 30 NOV 2023
... said the decline represents the third consecutive quarter of lower annual inflation and represents a positive trend when balanced against the 7.8% December peak. It further explained, the figure reveals a gradual cool down, dropping from 5.9% in June ...

ASIC charges HESTA for misleading marketing

ANDREW MCKEAN  |  FRIDAY, 10 NOV 2023
... about one of its investment options. The industry fund subsequently incurred a $48,600 fine for its claims regarding its Balanced Growth investment option, which boasted a 10-year performance track record without proper disclosure of the specific period ...

Legalsuper hits members with increased fees

ANDREW MCKEAN  |  MONDAY, 6 NOV 2023
Legalsuper is raising the investment fees of its MySuper balanced option product from December 14, resulting in an annual cost increase for an account balance of $50,000 from $546.92 to $596.92. For the $5.4 billion industry fund's default investment ...

CFS Edge adds 25 managed accounts to menu

STAFF WRITER  |  MONDAY, 23 OCT 2023
... Plus, and the Dynamic Portfolio. Meantime, there are six new offerings from Russell, being Conservative, Diversified 50, Balanced, Growth, High Growth, and Geared 120. "We have a strong belief in the value of advice, and we view managed accounts as a ...

legalsuper appoints finance chief

ELIZABETH FRY  |  MONDAY, 16 OCT 2023
... he is looking for a new investment chief and a finance chief. The chief executive noted that legalsuper's MySuper balanced option, where the majority of the fund's members are invested, recorded a solid return of 7.92% for the year to 30 June ...

GESB debuts first sustainable option

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2023
The West Australian scheme is now offering members a dedicated ESG option, managed by Pendal. The Sustainable Balanced investment plan was made available to members of GESB Super, West State Super and Retirement Income Allocated Pension members on September ...