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Showing 421 - 430 of 8005 results for "Average"

Russell Investments default option returns up to 12.3%

ANDREW MCKEAN  |  THURSDAY, 1 AUG 2024
... posted returns ranging from 9.2% to 12.3% last financial year. Since its inception in March 2020, GoalTracker has delivered average annual returns of 8.3%-11.3%. Russell Investments head of Australia and New Zealand Tim Furlan said the strong returns ...

CommSec names top state for economic performance

ELIZA BAVIN  |  WEDNESDAY, 31 JUL 2024
... each economy, the latest level of the indicator-such as retail spending or economic growth-is compared with the decade average. South Australia was the most consistent performer, taking out the top spot on three of the report's eight key economic indicators ...

UniSuper's environmental option returns -16%

JAMIE WILLIAMSON  |  TUESDAY, 30 JUL 2024
... US$407 to US$232 today. Using it as an example, Pearce said the price-to-earnings ratio is roughly in line with the market average. "So here we have a situation with a portfolio with much better growth prospects than the broader market, trading on similar ...

Adviser profits up despite client loss: Investment Trends

KARREN VERGARA  |  TUESDAY, 30 JUL 2024
... are reporting higher profit margins, a new Investment Trends analysis shows. Advisers went from servicing 120 clients on average in 2023 to 99 in 2024, a drop of 17.5%, according to the 2024 Adviser Business Model Report. While recent fee increases led ...

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
The average adviser today is managing more clients than a year ago, resulting in a ratio of around 20 self-managed super fund (SMSF) clients per SMSF specialists, Investment Trends head of research Irene Guiamatsia told the SMSF Association Technical ...

Generation Development Group corrals complete ownership of Lonsec

ANDREW MCKEAN  |  TUESDAY, 23 JUL 2024
... expanding the number of tax optimised options from 21 to 27, and adding its first fixed interest option. "These funds have an average effective tax range of 10-15% for investors regardless of their marginal tax rate. This creates a significant tax arbitrage ...

Household income buoyed by property investments: CBA

MATTHEW WAI  |  TUESDAY, 23 JUL 2024
Average household income has been lifted through a poised rise in the rent and investment segments, as Aussies remain uptight on the front of cost-of-living, Commonwealth Bank data shows. Overall income growth is sitting at around 5%, with rent and ...

UK announces new Pension Schemes Bill

JAMIE WILLIAMSON  |  THURSDAY, 18 JUL 2024
... currently contributing to workplace pension schemes. By rolling out changes included in the bill, the UK government said the average worker saving into a workplace scheme on a defined contribution basis would retire with more than $21,000 (£11,000) ...

Young, bullish online investors drive trading: Survey

KARREN VERGARA  |  WEDNESDAY, 17 JUL 2024
... also jumped, the survey found, growing 152,000 during the period. Global stocks now comprise 8% of investor portfolios on average. According to Selfwealth data, GameStop was the most-traded stock in May, followed by Faraday Future Intelligent Electric ...

Equip Super returns 9.23% to members

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
... Balanced Growth option builds on the impressive long-term returns delivered to our members, with this option returning an average of 8.19% p.a. over the past 15 years." The super fund said that since November 2023, buoyant equity markets, driven by expectations ...