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Showing 21 - 30 of 1020 results for "fixed interest"

Advisers seek safe haven in fixed interest: AMP

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
Financial advisers have more than doubled their allocation to cash and fixed interest products to hit $1.93 billion, according to AMP's North platform, which mandated NAB as its new term deposit provider in response to soaring demand. Across aligned ...

HESTA welcomes head of portfolio design

CHLOE WALKER  |  TUESDAY, 12 SEP 2023
... portfolio in house. Sawtell-Rickson said it was a significant achievement to have both the Australian equities and fixed interest and cash teams established and plans are underway to further scale the strategies over the next six to 12 months. "Growth ...

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... Management (Aussie equities small caps), Lonsec (ESG), Franklin Templeton (international equities), Shaw and Partners (fixed interest), Drummond Capital Partners (multi-asset) and Nucleus Wealth (innovation).

IMAP names annual award winners

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2023
... the international equities front, the gong went to Franklin Templeton. Shaw and Partners took out the award for fixed interest options, while Drummond Capital Partners was awarded for having the best multi-asset offering in what IMAP said is the most ...

Frontier adds two consultants

ELIZABETH FRY  |  FRIDAY, 18 AUG 2023
... Zenith Investment Partners as a senior investment analyst. At Zenith, he covered a range of asset classes including fixed interest, property, infrastructure and multi-asset. Before that, he worked at KRA Wealth Management as a financial adviser providing ...

HESTA moves 10% of portfolio in-house

CASSANDRA BALDINI  |  THURSDAY, 3 AUG 2023
... investment officer Sonya Sawtell-Rickson said it was a significant achievement to have both the Australian equities and fixed interest and cash teams established and plans are underway to further scale the strategies over the next six to 12 months. "Growth ...

Perpetual reports $212bn in AUM

ANDREW MCKEAN  |  THURSDAY, 27 JUL 2023
... experienced mandate losses from a client in each of JO Hambro Capital's International Select strategy and Pendal's Fixed Interest strategy respectively which contributed to Group net outflows." Meanwhile, wealth management's total funds under advice ...

Equip Super sets sights on being different

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2023
... growth assets such as shares, property, and infrastructure, with the balance invested in more stable assets like fixed interest and other defensive assets," Equip Super said. The option, as it was prior to the July 1 change, achieved a return of 11.18% ...

TelstraSuper MySuper delivers 9.34%

KARREN VERGARA  |  TUESDAY, 18 JUL 2023
... to 30 June 2023," Miller said. By contrast, Miller said the high interest rate environment was challenging for fixed interest and property investments, leading to a general softening in demand for these assets. "Our current central view is that interest ...

Equity managed funds in record outflows: Calastone

KARREN VERGARA  |  TUESDAY, 11 JUL 2023
... managed equity funds in record amounts in the June quarter, data from Calastone reveals, as they look to cash and fixed interest for security. Some $2.8 billion is the largest outflow Calastone has recorded in the last five years in its analysis of Australia's ...