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Showing 401 - 410 of 818 results for "Retail fund"

Perennial Aussie equities fund receives Zenith rating

STAFF WRITER  |  WEDNESDAY, 20 AUG 2014
Zenith Investment Partners has rated the Perennial Value Wealth Defender fund, which was launched in late May 2014. The fund received a 'recommended' rating from Zenith. The research house said that the fund "provides investors with a unique exposure ...

New report stokes 'Compare the Pair' flames

MARK SMITH  |  WEDNESDAY, 13 AUG 2014
A new superannuation report by the McKell Institute has fanned the flames of the on-going performance debate between industry and retail funds by highlighting the returns gap between the two segments over the last 25 years. The research uses historical ...

Independent trustees fix wrong problem

ALEX DUNNIN  |  TUESDAY, 12 AUG 2014
... report presents data pointing to how, while about 40% of industry fund trustees serve on multiple boards, about 90% of retail fund trustees serve on multiple boards. Meanwhile most industry fund service providers have no direct relationship to the fund ...

Henderson turns fund flows around

MARK SMITH  |  MONDAY, 11 AUG 2014
Henderson Group has reported inflows of A£5 billion ($9 billion) for the six months to 30 June 2014, a reversal of the A£1.4 billion ($2.5 billion) of outflows for the same period last year. Total assets under management at 30 June were up 10% over ...

Super posts 12.7 pct for FY2014

STAFF WRITER  |  MONDAY, 4 AUG 2014
SelectingSuper has just released its 2013-14 super fund performance tables revealing that funds have had another strong year delivering an average 12.7% while CFS FirstChoice was the top performing Workplace fund. Reinforcing the strong performance ...

Brogden rejects cross-selling enticement fears

JAMES FERNYHOUGH  |  TUESDAY, 29 JUL 2014
Banks would not legally be able to offer incentives to business bank clients to entice them into their MySuper products, the Financial Services Council has said. The statement came in response to claims from Industry Super Australia that, in the event ...

Banks will struggle to profit from super: Sunsuper CEO

JAMES FERNYHOUGH  |  WEDNESDAY, 23 JUL 2014
Banks are going to find it increasingly difficult to make money out of superannuation as the downward pressure on fees continues, according to Sunsuper chief executive Scott Hartley. Hartley said MySuper and increasing transparency - as well as scrutiny ...

Most super boards have no independent trustees

JAMES FERNYHOUGH  |  WEDNESDAY, 23 JUL 2014
... supported by the evidence. "If you look at the outcomes, members have generally been better off in an industry fund than a retail fund. So we've got to be careful saying, 'This is terrible governance.' The outcomes are not telling that story."

What happened to the ISA-FSC accord?

JAMES FERNYHOUGH  |  WEDNESDAY, 9 JUL 2014
In July last year Industry Super Australia (ISA) chief executive David Whiteley stood alongside Financial Services Council (FSC) chief executive John Brogden and announced that the two wings of superannuation would be burying the hatchet. They wouldn't ...

Funds return 11% in May

STAFF WRITER  |  MONDAY, 7 JUL 2014
The SelectingSuper Workplace rolling 12 month default option index increased marginally during May to return 11.3% compared to 11.1% at end April. At end December it was 16.1%. Three year super fund average annual returns are 8.8% pa, five year average ...