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Showing 21 - 30 of 256 results for %22Index Balanced%22

Equity Trustees, OnePath dominate choice heatmap failure

KARREN VERGARA  |  WEDNESDAY, 26 APR 2023
... Perpetual Conservative Growth, UBS Defensive, and a range of its in-house options such as OptiMix Growth and OnePath Balanced Index, failed to deliver for members. Several BT options were also slapped with a red rating - Pendal Growth Shares, BT Super ...

Industry fund tops performance tables

CASSANDRA BALDINI  |  MONDAY, 3 APR 2023
... on 6.7%, followed closely by its merger partner Hostplus on 6.6%. Three-year benchmark indices for MySuper Default Option Index returned 5.3%, Rainmaker Growth Index returned 5.8% while Rainmaker Balanced Index returned 4.3% and the Rainmaker Capital ...

Outflows, M&A batter active managers

KARREN VERGARA  |  THURSDAY, 30 MAR 2023
... will not perform better than the other. "The best thing for the investors right now is to have a balanced portfolio of some index, which is your core portfolio, and some active or your bets," he says. "Active is going to give you your market return and ...

Industry fund tops personal super tables

ANDREW MCKEAN  |  MONDAY, 16 JAN 2023
... SSMPPS - Smartsave Balanced (-4.9% p.a.), Zurich SP - Zurich Managed Growth EF (-4.7% p.a.), Bendigo SSSP - Bendigo Growth Index Fund (-4.7% p.a.), and EISS Super (Personal) - Balanced (-4.2% p.a.). Over this period, Rainmaker data said the median return ...

Best performing MySuper investment option named

ANDREW MCKEAN  |  THURSDAY, 12 JAN 2023
... Super Accumulation Plus Balanced (MySuper) at 2.8%, GESB West State Super - My West State Super at 3% and Bendigo Growth Index Fund at 3.5%. The median return for investment options over a three-year period was 4.5%. Regarding retirement product default ...

Challenger launches new alternatives fund

ANDREW MCKEAN  |  FRIDAY, 28 OCT 2022
... currencies, and commodities. The fund is benchmarked against the Reserve Bank of Australia (RBA) cash rate total return index and uses a combination of risk premia and cash strategies to provide additional returns. Though, the fund doesn't provide clients ...

Worst performing super funds named

CASSANDRA BALDINI  |  WEDNESDAY, 12 OCT 2022
... five years. The data further analysed the success of funds based on investment strategy. It found the top performing balanced funds based on a five-year return to be Qantas Super - Balanced at 6.10% pa, Qantas Super - Glidepath: Destination at 6.10% ...

NGS Super increases death, TPD premiums

JAMIE WILLIAMSON  |  THURSDAY, 6 OCT 2022
... year. It estimates the cost of its MySuper product will increase by $15 a year, up to $525. The cost of the high growth, balanced, indexed growth and defensive options are also expected to increase. Some accumulation options are expected to decrease ...

Managed funds industry records $16bn net flows

ANDREW MCKEAN  |  TUESDAY, 27 SEP 2022
... billion to the size of the fund," Dyall said. The product with the second highest inflow was the Vanguard Australian Shares Index ETF with $2.4 billion for an increase of 27%. Dyall noted that this was five times the size of net inflows into the unit ...

Aware Super deepens TAL relationship

JAMIE WILLIAMSON  |  WEDNESDAY, 21 SEP 2022
... being overhauled, with several new options to be introduced. The new options include Conservative Indexed, Conservative Balanced Indexed, and Conservative Socially Conscious in its diversified offering, and new International Shares, Property and Bonds ...