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Showing 401 - 410 of 1390 results for "Balanced"

Retail funds blitz personal-balanced options

KARREN VERGARA  |  FRIDAY, 2 JUL 2021
Retail superannuation funds delivered the best performance in the personal-balanced category in Rainmaker's latest analysis of MySuper funds. Wholesale personal super product - FirstChoice Wholesale Multi-Index Growth - returned 23.7% per annum ...

Catholic Super to drop fees

JAMIE WILLIAMSON  |  MONDAY, 28 JUN 2021
... Rainmaker data, Catholic Super's default lifecycle strategy investment fees currently range from 0.73% per annum on its balanced option to 0.83% per annum for its aggressive option. Equip's MySuper option charges 0.32% per annum. Togethr Trustees ...

Family offices should supplement super

KARREN VERGARA  |  WEDNESDAY, 23 JUN 2021
... appropriate in the current market environment. "With interest rates having been on a downhill run for the last 30 years, the balanced profile is now reflecting an allocation of about 70% risky investments and 30% secure investments. This is the default ...

Franklin Templeton shutters fund

KANIKA SOOD  |  MONDAY, 21 JUN 2021
... Andrew McGann and Joseph Livermore. Hunter took over from Andrew Sisson in January 2019. Sisson designed the strategy at Balanced Equity Management, which became a wholly-owned subsidiary of FTIA in 2011. Its biggest sectoral holdings were in financials ...

Macquarie sweeps Investment Leadership Awards

KARREN VERGARA  |  FRIDAY, 11 JUN 2021
... Index/Enhanced; Australian Equities - Small Cap; Fixed Income - Aggregate Bonds; Multi-Asset - Capital Stable; and Multi-Asset - Balanced. Now in its fourth year, the Investment Leadership Awards recognise Australian investment managers that have consistently ...

Chief economist update: OECD upgrades global growth but advises continued policy support

BENJAMIN ONG  |  TUESDAY, 1 JUN 2021
... modest," it said....and that considerable uncertainty surrounds OECD's projections: "...although risks have become more balanced between potential positive and negative impacts. In countries where vaccination is not widespread, the risk of further ...

Investment Leadership Awards finalists named

JAMIE WILLIAMSON  |  MONDAY, 17 MAY 2021
... Perpetual Conservative Growth Fund Perpetual Investment Management - Perpetual Diversified Real Return Multi-Asset - Balanced IOOF Holdings - IOOF MultiMix Balanced Growth Trust Macquarie Investment Management - Macquarie Balanced Growth Fund Perpetual ...

AMP loses default KiwiSaver mandate

ELIZABETH MCARTHUR  |  FRIDAY, 14 MAY 2021
... default retirement savings scheme KiwiSaver works by having a network of default providers which manage client money in balanced funds. Under an overhaul of the default provider scheme aimed at slashing fees and improving returns, the number of default ...

Sunsuper raises ICR by 19bps

KANIKA SOOD  |  MONDAY, 10 MAY 2021
Sunsuper is raising the indirect cost ratio for its Balanced option by 19bps, attributing it to better performance since COVID-19. Sunsuper's balanced option currently charged ICR of 40bps per year, which totals $200 for every $50,000 invested. ...

UniSuper to open doors to public

ANNABELLE DICKSON  |  THURSDAY, 6 MAY 2021
... fees and strong member focus," he said. The latest Rainmaker Information superannuation analysis recorded UniSuper's balanced option returning 22.6% per annum over one year, 9.1% over three years, 9.2% over five years and 8.7% over 10 years. The ...