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Showing 4221 - 4230 of 7330 results for "Returns"

Super funds turning to passive to tackle high fees

MARK SMITH  |  MONDAY, 9 MAR 2015
... $192,000. For a 30-year old woman the impact of high fees can add up to $177,000 over a working life, assuming investment returns were the same. In the ten years since 2004, average super fees have fallen by a total of 0.42% for retail super funds and ...

Retail super bounces back

STAFF WRITER  |  THURSDAY, 5 MAR 2015
... 11.5%, with retail MySuper products stretching their short term segment lead to 0.7%. Three year super fund average annual returns are, however, higher at 12.1% pa with five year average annual returns at 8.7% pa and 10 year average annual returns at ...

Fixed income offers little equity risk protection: CFM

MARK SMITH  |  WEDNESDAY, 4 MAR 2015
... liquid and thirdly, it has capacity, unlike the very best performing hedge funds. "If you deliver genuinely non-correlated returns with a Sharpe ratio greater than 1 then premium fees are appropriate," said Jordan. "But there aren't many genuine alpha ...

Australia and Switzerland agree tax crackdown

MARK SMITH  |  WEDNESDAY, 4 MAR 2015
... and balances, that Australians hold in Switzerland, and use it to check against the income declared in Australian tax returns. The Swiss Federal Tax Administration will receive details of Swiss residents that hold financial accounts in Australia. "Previously ...

Vanguard is Morningstar Fund Manager of the Year

ALEX GAMBOTTO-BURKE  |  WEDNESDAY, 4 MAR 2015
... Beta (Undiscovered Manager). According to Morningstar, awards are determined based on qualitative research, risk-adjusted returns over medium- and long-term periods and calendar 2014 performance. Funds with less than a three-year track record are not ...

S&P launches Australian tax-aware benchmark series

ALEX BURKE  |  TUESDAY, 3 MAR 2015
... and superannuation funds, accounting for relevant tax rates. "Investors typically are focused on after-tax investment returns. As a result, Australian investors require standardised benchmarks that incorporate the tax effects of franking credits," said ...

Law should stop banks "bundling" super: ISA

ALEX BURKE  |  MONDAY, 2 MAR 2015
... employees' super contributions being paid into bank-owned super funds, which have on average historically produced lower net returns to their members," said ISA chief executive David Whiteley. ISA's argument is based on a UMR survey of 550 small and ...

2014 IPO rally delivered volatility, low returns

LAURA MILLAN  |  FRIDAY, 27 FEB 2015
Less than half of the initial public offerings (IPO) launched over the past year delivered positive returns in their first month and volatility was higher than for ASX20 stocks, according to figures from State Street Global Advisors (SSgA). Of the 26 ...

Henderson boosts AUM to £81.2 billion

ALEX BURKE  |  THURSDAY, 26 FEB 2015
... year was very successful for Henderson," said Henderson chief executive Andrew Formica. "We delivered strong investment returns for our clients, our best ever year of inflows and record profits. We continued to invest in people and new systems, and we ...

Altair AM signs equity mandates

MICHELLE BALTAZAR  |  THURSDAY, 26 FEB 2015
... super fund. While the Sydney-based fund manager declined to comment on the mandates, a look at their latest portfolio returns show outperformance against their benchmark. In the year to date, Altair's Advantage Managed Portfolio returned 15.5% versus ...