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Showing 21 - 30 of 21890 results for "Fund."

Vanguard delivers double-digit returns, Rest comes just shy

VINNY VUCAGO  |  FRIDAY, 3 JUL 2026
Rest and Vanguard both reported solid returns as global equities continue to underpin portfolio performance despite ongoing market volatility. Rest's flagship MySuper Growth option returned 9.81% for the year to June 30, marking the fourth consecutive ...

ASIC makes first move since putting private credit on notice

MATTHEW WAI  |  FRIDAY, 3 JUL 2026
... products in question are against the Wealthon Vault Development Fund, which is a private credit fund, and The People's Equity Fund - which ASIC alleged the TMDs for both "inappropriately" suggest they do not serve their intended objectives, including ...

WT Financial bets on scaling advice practices

RIDDHIMA TALWANI  |  THURSDAY, 2 JUL 2026
WT Financial (WTL) is betting on scaling advice practices by consolidating its Hubco strategy, under which it is selling its consumer-facing subsidiaries to its first Hubco investment, Titan Advice Group (TAG). It is divesting from its subsidiaries ...

AMP, CFS, MLC post double-digit returns

VINNY VUCAGO  |  THURSDAY, 2 JUL 2026
... double-digit returns for members in its MySuper balanced and growth equivalent options. The FirstChoice Employer Super growth fund (MySuper Lifestage 1975-79) returned 12.74% while the balanced fund (MySuper Lifestage 1965-69) delivered a 10.81%. CFS ...

Investors Mutual founders launch new venture

MATTHEW WAI  |  THURSDAY, 2 JUL 2026
... focussing on small caps, with a new fund already made available for investors. Fundamental Investment Management's first fund - the Fundamental Smaller Companies Fund - has opened, providing access to select local small companies. Under the new structure ...

AAT shortens financial adviser's five-year ban

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
Financial adviser Christian Henry has scored a partial win in reducing ASIC's five-year ban on providing personal financial advice to three years upon appeal. Henry was initially banned by ASIC over advice failures linked to recommendations of a ...

Mercer cuts mandates for Global Listed Property Fund

KARREN VERGARA  |  TUESDAY, 30 JUN 2026
Mercer Investments Australia has again trimmed its fund manager line-up, this time making changes to its Global Listed Property Fund. Effective July 1, Principal Asset Management will be the sole fund manager overseeing the Mercer Global Listed Property ...

Mercer Super fined $10.3m for reportable situations failures

KARREN VERGARA  |  MONDAY, 29 JUN 2026
Mercer Superannuation Australia will pay a $10.3 million penalty after it admitted to breaching the Reportable Situations Regime on several occasions, which the Federal Court found could have had the "potential to have a detrimental effect on members." ...

ASIC calls out platform trustees: 'Clear breach of trust'

RIDDHIMA TALWANI  |  MONDAY, 29 JUN 2026
ASIC has called out superannuation trustees for not doing enough to protect retirement savings of Australians on platforms even after repeated warnings from regulators about the dangers of poor oversight. ASIC's report Safeguarding super: How well are ...

NZ Super names private equity lead

VINNY VUCAGO  |  MONDAY, 29 JUN 2026
The Guardians of New Zealand Superannuation has appointed William Fletcher as head of private equity and alternative investments, bolstering leadership across one of the fund's fastest growing investment portfolios. Fletcher joins from Fisher Funds ...