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Showing 401 - 410 of 6725 results for "Benchmark"

Retail super fund pulls the plug

ANDREW MCKEAN  |  WEDNESDAY, 29 MAR 2023
... investing. However, Rainmaker Information analysis of its product fees and total expense ratio revealed that it was above benchmark for a personal product. At the time, Rainmaker said: "Elevate needs to raise FUM and revenue very quickly to survive a ...

Another Aussie mandate for Apex Group

CHLOE WALKER  |  WEDNESDAY, 29 MAR 2023
... launched this month, aims to generate long-term after-tax returns for Australian resident investors in excess of the benchmark after fees, including an annual gross dividend yield (including franking) that exceeds the gross dividend yield of the benchmark. ...

Industry fund bags consecutive customer experience award

ANDREW MCKEAN  |  MONDAY, 27 MAR 2023
... performers. Though, IOOF had a small sample size, it noted. Spirit Super achieved an overall score of 68.3%. The sector benchmark was 52.7%, and the lowest performer scored 48.4%. Spirit Super chief executive Jason Murray said the result showed that ...

Alternatives investors await more corrections: Research

KARREN VERGARA  |  WEDNESDAY, 22 MAR 2023
... experienced their toughest year since the Global Financial Crisis, which according to Preqin's All-Strategies Hedge Fund Benchmark declined by 6.75% at the end of 2022. Some 64% of investors said their hedge funds met their expectations, while only 8% ...

Active fund managers historically underperform: SPIVA

KARREN VERGARA  |  WEDNESDAY, 15 MAR 2023
... SPIVA Scorecard reveals. Nearly 79% of active fund managers focused on Aussie equities underperformed the S&P/ASX 200 benchmark in 2022. Over a five-, 10- and 15-year period, underperformance rates ticked higher at 81.2%, 78.2% and 83.6% respectively. ...

Morningstar launches managed accounts portfolios

KARREN VERGARA  |  MONDAY, 13 MAR 2023
... option invests in 85% defensive assets and the remainder in growth assets. It aims to outperform the asset-weighted benchmark over a rolling three-year period. The six portfolios charge investment management fees of 0.275% per annum, which includes GST. ...

US interest rates may go higher than expected: Powell

CASSANDRA BALDINI  |  THURSDAY, 9 MAR 2023
... fell sharply and experienced selloffs, it's since regained some ground. Last week, the Federal Reserve lifted its benchmark rate slightly by 0.25% but took the stance that the increases would continue. When questioned on how inflation could have ...

Women-led super funds outperform over medium, long run

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2023
Women-led MySuper products have outperformed on average by a consistent 0.3% per annum over three, five and 10 years, new analysis shows. Rainmaker Information looked at the performance of 18 women-led MySuper products, being those with women in senior ...

LIC hunts for investment manager

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
... companies. In HGV's annual report, chair Peter Wall said: "Whilst the board is pleased that HGV materially exceeded its benchmark, we appreciate that shareholders expected positive returns more aligned with the broader global equities market." Wall added ...

HUB24 tops platform rankings

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
HUB24 has stolen the crown from Netwealth and reclaimed the top spot for overall platform functionality. Investment Trends released its 2022 Platform Benchmarking and Competitive Analysis Report and said HUB24's overall score of 91.5% just edged ...