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Showing 451 - 460 of 1362 results for "Balanced"

Top performing Aussie equity funds unveiled

ANNABELLE DICKSON  |  FRIDAY, 14 AUG 2020
... median of 3.8%. Two Vanguard funds followed behind - high growth and growth, at 6.9% and 6.6% respectively. From the balanced sector Macquarie Balanced Growth Fund returned 7.5% per annum over three years, IOOF MultiMix Balanced Growth Trust returned ...

HESTA consolidates investment options

JAMIE WILLIAMSON  |  WEDNESDAY, 12 AUG 2020
... stream as you approach or reach retirement," HESTA said. Other name changes include renaming the MySuper investment option Balanced Growth as opposed to Core Pool and changing Conservative Pool to simply Conservative. The Eco Pool option will change ...

MySuper returns negative

ELIZABETH MCARTHUR  |  FRIDAY, 7 AUG 2020
... compared with those in conservative choices. Those in growth options had a median loss of -2.1% compared to -0.9% for balanced options and -0.2% for capital stable. Over the five year period, the growth index delivered 5.5% per annum, the balanced index ...

Vanguard funds downgraded by Morningstar

KANIKA SOOD  |  WEDNESDAY, 5 AUG 2020
... first review under the ratings house's new methodology. The Vanguard Growth Index Fund ($5.6 billion), the Vanguard Balanced Index ($5.5 billion) and the Vanguard Conservative Index ($2.7 billion) slid to bronze from gold in an August 3 review. Meanwhile ...

AMP launches new managed portfolios

JAMIE WILLIAMSON  |  TUESDAY, 4 AUG 2020
... includes five products with varying risk profiles: IndexPlus Conservative, IndexPlus Moderately Conservative, IndexPlus Balanced, IndexPlus Moderately Aggressive and IndexPlus Aggressive. "The IndexPlus range combines the benefits of active and passive ...

Adviser salaries unchanged: Research

ELIZABETH MCARTHUR  |  TUESDAY, 4 AUG 2020
... bonuses for financial advisers is shifting, Kaizen said, as the industry moves away from revenue-only linked bonuses to a balanced scorecard method that looks at financial and non-financial performance metrics. Kaizen said the change in bonus structures ...

Super fund for women adds fee

ELIZABETH MCARTHUR  |  MONDAY, 3 AUG 2020
... a sub-plan of Aracon Super, has added a $104 per annum administration fee (equating to $2 a week) for members in its balanced and growth options. The percentage based administration fee has decreased from 1.09% to 0.826% for both options. Rainmaker analysis ...

Franklin Templeton completes acquisition

ELIZA BAVIN  |  MONDAY, 3 AUG 2020
... footprint significantly deepens its presence in key geographies and creates an expansive investment platform that is well balanced between institutional and retail client AUM. "We're extremely excited to announce the close of our Legg Mason acquisition ...

Calls for broad default life insurance system

ELIZA BAVIN  |  MONDAY, 27 JUL 2020
... can bring, while recognizing the explicit best interest duty and well-resourced regulatory infrastructure. "Without a balanced regulatory approach, more Australians will find themselves in a situation where, if they cannot pay for an adviser, they will ...

Netwealth launches Milliman managed accounts

ANNABELLE DICKSON  |  FRIDAY, 24 JUL 2020
... Australian and international equities and fixed income, property and cash. The offer consists of four portfolios: moderate, balanced, growth and high growth. Each portfolio is designed to meet the needs and risk profiles of investors who are seeking ...