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| | | ... the Australian superannuation market by delivering strong returns for our customers..." she said. She added that its annual fees are 15% lower than the average MySuper fund. CFS chief investment officer Jonathan Armitage attributed the strong investment ... |
| | | | ... ending 31 May 2024. Since its inception in May 2013, the flagship fund has delivered an annualised return of 19.81% after fees and expenses. The fund adopts an absolute return strategy, focusing on thematic investment opportunities with an equity bias. ... |
| | | | ... fund on June 12 as it did not meet its long-term performance objective. Since inception, the fund returned 4.06% gross of fees at the end of May, while its benchmark returned 6.60%. It also meant that Aviva Investors Pacific as its investment manager ... |
| | | | ... also support Morningstar's strategy to provide comprehensive superannuation fund ratings that will address fund's fees, features and performance. The new research head brings over 10 years of strategic leadership across financial services and ... |
| | | | AustralianSuper has unveiled a raft of changes to its investment exposures and fees which came into effect July 1. Across its MySuper, Choice and TTR Income products, the super fund has removed its exposure to listed infrastructure and listed property. ... |
| | | | ... Vanguard, Betashares, BlackRock, and VanEck - which command about 70% of the Australian market, reduced their asset-weighted fees by 8% in the 12 months to March, according to Rainmaker Information. Vanguard, the largest manager by assets under management ... |
| | | | While their administration fees will fall, from next week many Equip Super members will begin paying an insurance fee calculated at 4% of premiums. From July 1, Equip Super is reducing administration fees across accumulation, defined benefit and retirement ... |
| | | | ... less. Bennelong will provide distribution, administration, and business support. The fund aims to achieve a return net of fees that exceed the S&P Developed Markets MidSmallCap (AUD) over five to seven years. Webster spent nearly 15 years at Magellan ... |
| | | | ... Australian equities, listed property and emerging markets. The SPDR S&P World ex Australia Carbon Control Fund (WXOH) will see fees reduced from 0.18% to 0.07%, and the SPDR S&P World ex Australia Carbon Control (Hedged) Fund (WXHG) will see fees reduces ... |
| | | | ... Delivering Better Financial Outcomes (DBFO) reforms emphasised in its final report it wants "greater legal clarity" to how advice fees are deducted from superannuation fund accounts. The Senate Economics Legislation Committee, led by chair senator Jess ... |
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