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Showing 401 - 410 of 1362 results for "Balanced"

Kearney Group launches responsible managed portfolios

ELIZA BAVIN  |  MONDAY, 1 FEB 2021
... Ethos Growth Fund are both outperforming the benchmark by 23.57% and 21.20% respectively since the fund inception. The balanced option has beat the benchmark by 18.49% while the conservative and defensive options have achieved 14.15% and 8.34% outperformance ...

Super fund ousts ethical manager

JAMIE WILLIAMSON  |  FRIDAY, 22 JAN 2021
... fund has pulled its mandate with AMP Capital's Ethical Leaders, transferring management of its Socially Responsible Balanced option to another firm earlier this month. LGIAsuper's Socially Responsible Balanced option is now invested in Pendal ...

State Super names new chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 21 JAN 2021
... contribution to our investment performance in an extremely challenging environment, resulting in State Super's growth and balanced funds consistently being in the top quartile on a risk adjusted basis," State Super's chief executive John Livanas ...

MySuper eyes growth asset returns

KARREN VERGARA  |  MONDAY, 18 JAN 2021
MySuper products are achieving near growth-like returns yet incurring investment risk closer to that of balanced products on average, new research shows. Rainmaker's latest RMetrics report found the 55 MySuper funds analysed delivered three-year ...

Tasplan says goodbye to lifecycle MySuper

KANIKA SOOD  |  MONDAY, 11 JAN 2021
... changes was to reduce some of the cost and complexity of super by replacing a larger set of lifecycle options with a single Balanced (MySuper) option," the fund said in a statement on its website. "Accordingly, our initial modelling suggests that the ...

Hostplus axes manager

ELIZABETH MCARTHUR  |  WEDNESDAY, 23 DEC 2020
Hostplus has terminated an Australian equities mandate with a Franklin Templeton subsidiary. Balanced Equity Management is a wholly owned subsidiary of Franklin Templeton Investments Australia with approximately $8 billion in funds under management. ...

Future Super cuts fees

ELIZABETH MCARTHUR  |  WEDNESDAY, 23 DEC 2020
... with fees set to reduce over all of the ethical super fund's investment options. The admin fee on the fund's Balanced Index option is reducing from 0.65% per annum to 0.554% per annum. The flat fee of $93.60 a year and the investment fee of 0.20% ...

Lonsec increases allocation to Talaria

ELIZABETH MCARTHUR  |  MONDAY, 21 DEC 2020
... Fund. The new allocation will impact Lonsec's retirement model portfolios. The allocations are across their conservative, balanced and growth portfolios. "The Lonsec retirement portfolios have up until now been defensively positioned and underweight ...

New heatmap shames trustees

KARREN VERGARA  |  FRIDAY, 18 DEC 2020
... Colonial First State Investments' FirstChoice Superannuation Trust (lifecycle) Diversa Trustees' SmartSave MySuper Balanced Equity Trustees' Aon MySuper (lifecycle) IOOF Mercer Superannuation's SmartPath (lifecycle) MLC Super Fund (lifecycle) ...

Cbus, Media Super merger progresses

JAMIE WILLIAMSON  |  TUESDAY, 15 DEC 2020
... reductions. If members do not select an alternative product by February 26, their allocation will be invested in the fund's balanced option. Cbus and Media Super announced they were exploring the option of merging in July.