Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 421 - 430 of 1002 results for "Accumulation"

Paradice appoints portfolio manager from Northcape

ALEX BURKE  |  WEDNESDAY, 24 JAN 2018
... of 0.25% over its composite index since inception on 15 May 2017. The index comprises 70% of the S&P/ASX Mid Cap Accumulation Index and 30% of the S%P/ASX Small Ordinaries Accumulation Index. It aims to outperform this composite by 3% per annum net of ...

SG Hiscock wins small cap mandate

ALEX BURKE  |  TUESDAY, 23 JAN 2018
... million, with a bias towards the micro-cap end of the spectrum. It seeks to outperform the S&P/ASX Emerging Companies Accumulation Index over rolling three-to-five-year periods net of fees. SGH managing director Stephen Hiscock said he was delighted ...

Government releases super tax measures for consultation

ALEX BURKE  |  FRIDAY, 12 JAN 2018
... to illustrate the effect of the new laws: it presents Laura, as the sole member of her SMSF, holding $2 million in accumulation phase. It then assumes that Laura withdraws a lump sum of $500,000 from her SMSF on 1 June 2019, which reduces her TSB to ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... one of the most complex issues in financial services. In an industry largely geared towards building wealth during accumulation, producing stable retirement income - while ensuring retirees don't run out of money in their lifetimes - is a serious challenge. ...

SQM suspends Macquarie fund rating following investment team reshuffle

ALEX BURKE  |  TUESDAY, 12 DEC 2017
... driven strategies." "The investment objective of the Fund will remain to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to longer term (before fees) and to provide capital growth and some income," Macquarie said. The strategy ...

Contango swaps investment managers following AGM

ALEX BURKE  |  TUESDAY, 28 NOV 2017
... change] will contain lower management fees, but with a performance fee for outperformance over the ASX Small Ordinaries Accumulation Index, with any underperformance needing to be recouped before future performance fees are paid." Carroll said the new ...

SelectingSuper winners crowned

EMMA RAPAPORT  |  THURSDAY, 16 NOV 2017
... Super UniSuper MySuper Lifestage Product of the Year AMP SignatureSuper First State Super - Employer Sponsored LGS Accumulation Scheme LGIAsuper Accumulation QSuper Accumulation Account Sunsuper for Life Telstra Super Corporate Plus Workplace Select ...

TelstraSuper names new technology executive

EMMA RAPAPORT  |  MONDAY, 13 NOV 2017
... announced double digital investment returns for members for the year to 30 June 2017. For their balanced fund, the accumulation product returned 11.4%, while RetireAccess returned 12.9%.

CFS lifestage funds enter direct infrastructure

KARREN VERGARA  |  MONDAY, 13 NOV 2017
... assets and traditionally invested in listed securities, will look to further match the long-term time horizons of accumulation members by investing in direct infrastructure. It is targeting a 5% allocation to direct infrastructure for younger members. ...

Industry fund appoints governance and risk head

EMMA RAPAPORT  |  THURSDAY, 9 NOV 2017
... move to a one-third/one-third/one-third governance model. The merger enabled the fund to cut administration fees for accumulation accounts from $1.50 to $1.25 and drop buy-sell spreads on investment transactions. Its asset-based administration fee was ...