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Showing 421 - 430 of 2672 results for "Holdings"

New research backs diversified SMSF portfolios

CHLOE WALKER  |  THURSDAY, 21 APR 2022
... an opportunity to optimise their asset allocations regarding cash deposits, but also emphasises that funds with cash holdings concentrated above 20% of net assets are associated with significant underperformance," Maroney said.

Mayfair sues Mission Beach lender

ELIZABETH MCARTHUR  |  THURSDAY, 14 APR 2022
... the court found Mayfair Wealth Partners and Online Investments (trading as Mayfair 101), M101 Nominees Pty Ltd and M101 Holdings Pty Ltd engaged in misleading or deceptive conduct and made false or misleading representations when promoting the M+ and ...

Mawhinney appeals 20-year ban

ELIZABETH MCARTHUR  |  MONDAY, 11 APR 2022
... the court found Mayfair Wealth Partners and Online Investments (trading as Mayfair 101), M101 Nominees Pty Ltd and M101 Holdings Pty Ltd engaged in misleading or deceptive conduct and made false or misleading representations when promoting the M+ and ...

Citi alumna returns to strengthen superannuation offering

CHLOE WALKER  |  FRIDAY, 8 APR 2022
... leaders, like Citi, who can leverage its global footprint and expertise in markets and capital management to diversify holdings, secure strong returns, and manage risk." In addition to her leadership role, Ashton also acts as a non-executive director ...

Aussie government debt to double: Janus Henderson

JAMIE WILLIAMSON  |  WEDNESDAY, 6 APR 2022
... Index shows Australia is expected to owe $68,806 per person in government debt by 2025. The report shows central bank holdings of government debt rose 9% in 2021, with the Reserve Bank of Australia one of the main drivers. "Australian entered the pandemic ...

Nucleus Wealth launches direct indexing option

CHLOE WALKER  |  THURSDAY, 31 MAR 2022
... said. "Investors can modify their portfolios by creating 'tilts' which is the ability to remove or add certain holdings or sectors according to personal preferences." Investment fees start from 0.11%, administration fees are based on the amount ...

Disclosure lacking in common ownership: Committee

JAMIE WILLIAMSON  |  FRIDAY, 18 MAR 2022
... introduced for investors whose assets surpass a certain threshold, similar to the 13F disclosure rule in the United States. Holdings would need to be disclosed on a quarterly or annual basis, the committee said. Note, superannuation funds are already ...

Super mergers only beginning: J.P. Morgan

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 MAR 2022
... believe the APRA Superannuation Data Transformation project will increase costs. And 83% of respondents say the Portfolio Holdings Disclosure rule changes will not be an accurate or useful measure for decision-making. When asked about the impact of the ...

Macquarie AM, Mirova seal distribution deal

JAMIE WILLIAMSON  |  MONDAY, 14 MAR 2022
... environmental impact through investments in 40-60 global stocks and aims to outperform the MSCI World Index. Current top holdings include Microsoft, Mastercard, Thermo Fisher Scientific and Danaher Corp, with most of the fund's holdings in the US, followed ...

Aussie small-cap fund returns 40%

KARREN VERGARA  |  FRIDAY, 11 MAR 2022
... 15.4% p.a. over the period. Bennelong declined to comment on the fund's performance and does not disclose any of its holdings. Pendal's MicroCap Opportunities Fund (28.8% p.a.), SGH's Emerging Companies Fund (28.6% p.a.) and OC's Micro-Cap ...