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Showing 21 - 30 of 4961 results for "Fees"

Small fee increases cost nest eggs $77k: Vanguard

KARREN VERGARA  |  WEDNESDAY, 24 JUN 2026
... marginal fee increases can cost members $77,000 in retirement. Full-time workers paying an extra 0.5 percentage points in fees each year can cost $77,000 by the time they reach retirement, Vanguard notes, calculating this to be equivalent to 12.5% of ...

FEATURE | Member engagement | On the ball

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... "insiders" and "outsiders" respectively. Outsiders typically do not read statements or understand investment options and fees. They do not make efforts to calculate their retirement needs, like use online calculator tools and rarely make voluntary contributions. ...

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI  |  MONDAY, 22 JUN 2026
... first-ranking mortgages over real assets including property and infrastructure, targeting returns of cash rate +5% per annum (net of fees and costs) with regular monthly income distributions. KeyInvest is also exploring the potential for broader access ...

ASIC slaps adviser with 10-year ban, strips AFSL

MATTHEW WAI  |  FRIDAY, 19 JUN 2026
... have forged client signatures on service agreements and provided inaccurate file notes to "justify charging ongoing service fees" on at least three occasions. As a result, ASIC determined Newbound is not a fit and proper person to participate in financial ...

Invesco launches new equity fund

ELIZA BAVIN  |  THURSDAY, 11 JUN 2026
... expertise and will be managed by Invesco Quantitative Strategies (IQS). The actively managed fund aims to deliver 1% p.a., before fees, above the MSCI World ex-Australia Index, with a targeted tracking error of 1.5% to 2% p.a. It invests in a diversified ...

Franklin Templeton launches two active ETFs in Australia

RIDDHIMA TALWANI  |  WEDNESDAY, 10 JUN 2026
... proposition for growth investors." Over one year to April 2026 the Franklin Global Systematic Equity Fund returned 15.16% after fees, compared with benchmark return of 15.06% in the same period. Western Asset Management head of Asia Pacific investment ...

Canopy Investors shuts doors, winds up fund

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
... Corporations Act, the fund is expected to commence winding up on June 22." In the 2026 half year, the fund achieved -9.2% net of fees, which lagged 15.8% below the benchmark's return of 6.7%. Incepted in June 2024, the fund invested in 20 to 40 high-quality ...

Munro expands access to climate focused fund

VINNY VUCAGO  |  THURSDAY, 4 JUN 2026
... partnership between GSFM and Munro Partners. Since launch, it has grown to NZ$71.82 million and delivered a return of 70.4% net of fees in the 13 months to 30 April 2026. GSFM chief executive Damien McIntyre said the fund offers investors exposure to ...

Almost half of Aussies not making voluntary super contributions

VINNY VUCAGO  |  THURSDAY, 4 JUN 2026
... less than once a year or cannot recall the last time they did, while more than one-third have never compared superannuation fees. Smith warned unused contribution caps eventually expire, creating a limited window for members seeking to maximise their ...

Invesco, Trinetra IM strategies to wind up

KARREN VERGARA  |  WEDNESDAY, 3 JUN 2026
... decided to terminate and wind up the fund due to "insufficient scale to remain economically viable without the management fees and costs charged to members in the fund becoming disproportionately high as a percentage of the net asset value of the fund." ...