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Showing 411 - 420 of 1362 results for "Balanced"

Government fund awards mandate

ELIZABETH MCARTHUR  |  MONDAY, 14 DEC 2020
... Lagalsuper also selected Pendal to manage its ethical option, transferring the investment to Pendal Group's Sustainable Balanced Fund. ESSSuper said its decision to terminate AMP Capital came as a result of organisational changes. "ESSSuper felt ...

Super SA to close growth option

ELIZABETH MCARTHUR  |  TUESDAY, 8 DEC 2020
... option from 3 February 2021. For Super SA Lump Sum Scheme members, any funds in the growth option will be moved to the balanced option from the same date. Additionally, the capital defensive option will change from CPI +1.5% to CPI +1% following review ...

Best managed funds, ETFs named

STAFF WRITER  |  FRIDAY, 4 DEC 2020
... -6.78% for the year and 8.6% p.a. over five years, making it the winner. The best multi-sector fund was the IOOF MultiMix Balanced Growth Trust (2.12% for the year and 6.86% p.a. over five years). The full list of Best of the Best winners is revealed ...

Retail default fund tops performance table

KARREN VERGARA  |  THURSDAY, 3 DEC 2020
... league table shows, but on an aggregate industry superannuation funds outranked peers. Australian Ethical Super's balanced accumulation fund (6.7% p.a.) was the best performer out of a list of 40 products, followed by UniSuper's personal balanced ...

Best super, pension fund revealed

JAMIE WILLIAMSON  |  THURSDAY, 3 DEC 2020
... Awards. In determining the awards, Rainmaker Information reviewed MySuper products, and asset classes that include growth, balanced, moderate (capital stable), equities, property, bonds, cash and ESG investment options. The awards also consider three ...

Pinnacle boutique wins super fund mandate

KANIKA SOOD  |  MONDAY, 23 NOV 2020
... Global Investors and cut Aberdeen Standard Investments. It also replaced AMP Capital as the manager of its $40 million balanced socially responsible option with Pendal Group's Sustainable Balanced Fund.

COVID-19 to remain dominant in 2021

ELIZA BAVIN  |  WEDNESDAY, 18 NOV 2020
... returns. The challenges for core fixed income are especially acute, which in turn prompts us to rethink how we construct balanced portfolios," it said. "The use of alternatives - to provide income and diversification - is more imperative than ever." ...

BT reduces wholesale fees

ELIZA BAVIN  |  TUESDAY, 10 NOV 2020
... reduce 0.12%. The BT Wholesale Multi-manager Growth Fund reduced management fees 0.13% and the BT Wholesale Multi-manager Balanced Fund saw fees reduced 0.08%. Financial Standard previously reported that BT currently facilitates the payment of Ongoing ...

BetaShares tinkers with ETF lineup

KANIKA SOOD  |  WEDNESDAY, 4 NOV 2020
... changes to its four diversified ETFs, effective December 15. The BetaShares Diversified Growth ETF (DGGF), Diversified Balanced ETF (DBBF) and Diversified Conservative Income ETF (ASX: DZZF) will start screening for ESG factors, making them the first ...

Spaceship delivers for millennials

KARREN VERGARA  |  TUESDAY, 3 NOV 2020
... 0.15% p.a. for administration, 0.8% p.a. for investment management and $78 p.a. for member account-keeping." For its balanced fund (invested in 54.5% listed equities), AustralianSuper for example, charges admin fees of $117 per year ($2.25 per week) ...