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Showing 21 - 30 of 684 results for "Conservative"

TelstraSuper MySuper delivers 9.34%

KARREN VERGARA  |  TUESDAY, 18 JUL 2023
... enjoyed strong performance, with Lifestyle Growth returning 11.46%, Lifestyle Balanced returning 9.73% and Lifestyle Conservative 4.73% over the one-year period to 30 June 2023," Miller said. By contrast, Miller said the high interest rate environment ...

Asset managers dismiss liquidity risks: FCA

KARREN VERGARA  |  FRIDAY, 7 JUL 2023
... methodologies were insufficient to assess actual liquidity of the portfolio, using assumptions that were not appropriately conservative, the FCA said. FCA director of wholesale buy-side Camille Blackburn said: "We have seen examples in the market where ...

Epsilon launches second Australian fund

CASSANDRA BALDINI  |  THURSDAY, 15 JUN 2023
... multi-family office. The Epsilon Direct Lending Senior Loan Fund leans into growing investor demand for Australian conservative private credit strategies. "That can deliver consistent cash yields, with capital preservation and low volatility, as well ...

Hostplus closes infrastructure, property options

JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2023
... returned 9.45%. The fund has advised members who are invested in the property option to transfer their savings into the conservative balanced option, while the balanced option best aligns with the infrastructure option, it said. In making the decision ...

Italian private credit fund brings unique offering down under

CHLOE WALKER  |  TUESDAY, 30 MAY 2023
... redemptions, up to 5% NAV of the fund." Oricchio added that assets in the MLoan portfolio will be invested with a very conservative approach to private debt, meaning leverage in the region of three times EBITDA, and interest coverage in the region of ...

Investors flock to conservative ETFs: Podcast

CASSANDRA BALDINI  |  THURSDAY, 25 MAY 2023
... chief executive Chris Brycki says the global macroeconomic backdrop has shifted investor trends, causing an uptake in conservative ETFs. Investors have faced varying challenges over the past 12 months and, speaking on the latest episode of the Financial ...

Young, millionaire investors challenge stereotypes: Data

CASSANDRA BALDINI  |  THURSDAY, 18 MAY 2023
... this generation, Stockspot said 59% of Gen X prefer a growth or aggressive growth portfolio while only 3% have a conservative and or moderately conservative portfolio. "Suggesting they believe time is on their side," it explained. It further revealed ...

Mine Super to close Choice option

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
... highlighted by APRA as an underperformer. Following a review of its Super investment menu, Mine Super is closing its Conservative Balanced Choice option later this month. The option will remain for pension members, as will the option that's part of the ...

Australian Retirement Trust reduces fees, ups premiums

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
... invested. From July, this will drop to $400. Fees on its Growth, Balanced, Diversified Alternatives, Retirement, Conservative, Shares, Australian Shares, International Shares - Index (hedged), International Shares - Index (unhedged), Australian Property ...

Private markets boost Macquarie AM results

KARREN VERGARA  |  FRIDAY, 5 MAY 2023
... growth across new products and new markets; ongoing technology and regulatory spend to support the group; a strong and conservative balance sheet; and a proven risk management framework and culture."