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Showing 451 - 460 of 1706 results for "Asset Allocation"

Investors will be forced into equities: DeepData Analytics

ELIZA BAVIN  |  TUESDAY, 1 SEP 2020
... out there but you need a PHD to get value out of them." Somasundaram said that while there are many models for asset allocation, the lack the ability to warn investors of future problems. "Retail investors are going to be forced to move into equities ...

Industry fund reduces fees

KARREN VERGARA  |  MONDAY, 31 AUG 2020
... some of its fees as of 1 October 2020. The majority of Christian Super's 28,000 members will benefit from asset allocation changes, lower fees paid to investment managers, and reduced indirect costs for some investment options. Non-pension members ...

APRA expands super data collection

ELIZA BAVIN  |  FRIDAY, 28 AUG 2020
... standards and data collection templates covering fees and costs, insurance arrangements, expense reporting and asset allocation. APRA said it's expanding its collection of fee and cost disclosure data to choice products and options, and providing key ...

Tasplan changes asset allocation

ELIZA BAVIN  |  TUESDAY, 25 AUG 2020
Tasplan is changing its asset allocation for its Tasplan OnTrack - Maintain stage to increase the percentage invested in growth assets. For those invested, their asset allocation will automatically change to 60% growth and 40% defensive allocation from ...

Vision Super revises investment strategy

ELIZA BAVIN  |  TUESDAY, 25 AUG 2020
... However, there will be times where it may make sense to include a gold allocation as one of the tools in our asset allocation toolkit." Vision said it has added a SAA range with a zero-target allocation to gold for some of its premixed options. For its ...

Sunsuper announces investment, insurance changes

ELIZA BAVIN  |  TUESDAY, 18 AUG 2020
Sunsuper is making a raft of changes to its investment fees and costs, transactional and operation costs and the definition of Total & Permanent Disability (TPD). Effective 1 July 2020, Sunsuper updated their fees and costs. Overall, the fees and costs ...

Future Super ramps up direct equities

ELIZABETH MCARTHUR  |  FRIDAY, 14 AUG 2020
... lucky enough to continue to experience strong net inflows and this has allowed us to make a range of tactical asset allocation decisions in a tax advantageous manner," Sheikh said.

ERS will impact those who didn't access super: REST

ELIZA BAVIN  |  FRIDAY, 14 AUG 2020
... by our members we need to be looking at that horizon. If that changed to one to five years, we need to change asset allocation. It changes the role." Doyle said that while the ERS scheme was necessary as a one-off it cannot be a standard feature for ...

Top performing Aussie equity funds unveiled

ANNABELLE DICKSON  |  FRIDAY, 14 AUG 2020
... returned 6.2% against the sector median of 4.6%. Legg Mason Martin Currie Tactical Allocation Fund led the dynamic asset allocation sector with 7.2% over a three year period against the sector median of 2.5%. BMO Pyrford Global Absolute Return came in ...

Asset managers still bearish, but less so

ALLY SELBY  |  WEDNESDAY, 12 AUG 2020
... view on risk assets at end-Q2 (bfinance Asset Owner Survey 2020) and only a quarter are changing their strategic asset allocation in 2020, indicating broad faith in existing diversification," it said. While most investors are "currently satisfied with ...