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Showing 391 - 400 of 755 results for "Conservative"

Super returns dip in September quarter

JAMES FERNYHOUGH  |  FRIDAY, 28 NOV 2014
... meanwhile, returned 1.1% to members, compared with 1.9% in the June quarter, putting the six month average at 3%. The more conservative asset allocation in the later cohorts of the lifecycle products - which are mostly offered by retail funds - goes ...

ING low-fee super hits $1bn mark

JAMES FERNYHOUGH  |  MONDAY, 10 NOV 2014
... retirement balance and reducing unnecessary fees.A According to the Grattan Institute report on super fees, even on conservative assumptions, a 30-year old could forego more than $250,000 in their retirement balance - about a quarter of their total balance ...

Singapore CPF tightens fee caps

ALEX DUNNIN  |  MONDAY, 20 OCT 2014
Singapore's Central Provident Fund (CFP) has imposed tighter caps on the fees product providers are permitted to charge members in the CPF Investment Scheme (CPFIS). The CPFIS is the section in the scheme where members with more than S$20,000 are allowed ...

Trilogy Funds makes $9m property investment

MARK SMITH  |  WEDNESDAY, 24 SEP 2014
... returns derived from conservatively structured, well leased commercial property assets. "Trilogy Funds has a very conservative investment approach. We don't offer the highest returns but rather focus on realistic, sustainable returns. "In Trilogy Funds' ...

Lonsec makes portfolio manager changes after review

STAFF WRITER  |  WEDNESDAY, 30 JUL 2014
... forecasts for most asset classes including global listed property, global bonds and cash. It will also include of conservative alternatives - in conjunction with growth alternatives - to provide more defensive returns. Lonsec investment consultant Eleanor ...

WAM Capital posts record profit

MARK SMITH  |  TUESDAY, 29 JUL 2014
Wilson Asset Management's listed investment company, WAM Capital, has reported a record profit pre-tax profit of $90.5 million for the 12 months to 30 June following strong investment performance. The figure represents a rise of 68.8% on last year. ...

IOOF launches defensive equity portfolio

LAURA MILLAN  |  TUESDAY, 22 JUL 2014
... different balanced portfolios," Farmer said. "IOOF has created a separate portfolio and will only access it for the more conservative funds," he added. He argued that "as investors in different balanced portfolios have different risk profiles and our ...

Former BlackRock exec joins Robeco

MARK SMITH  |  TUESDAY, 8 JUL 2014
... asset manager's relationships with financial advisers and promote Robeco's investment strategies, including Emerging Conservative Equity (Low Volatility) and a soon to be launched global equities strategy in Australia. He will report to Robeco's Australia ...

FEATURE: In search of the missing asset class

MARK SMITH  |  FRIDAY, 4 JUL 2014
... particularly in Europe, have gone through some very serious shake-ups and wars and as a result they are naturally more conservative," Lambert says. He adds that there's also probably some truth in the reasoning that in Australia, equities have always ...

2014 MAX Award Winners and Finalists

MICHELLE BALTAZAR  |  MONDAY, 23 JUN 2014