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| | | ... 2020, but by the end of March it had reduced this to a 30% exposure. "This is a key differentiator when compared with balanced or growth multi-asset funds, which need to maintain their stated allocations at all times," Somaia said. "[It] goes back to ... |
| | | | ... AustralianSuper cut the value of its unlisted assets to 7.5% on average, shaving off 2.2% in returns from its $126 billion balanced option. UniSuper did the same, saying its unlisted property values took a hit of 10% and unlisted infrastructure fell ... |
| | | | CBA Group Super's balanced option returned -7.7% in March quarter amid COVID-19 volatility, pushing its one-year returns into the negative territory while longer-term remain buoyant. The average not-for-profit superannuation fund's posted -9% ... |
| | | | ... "At the last major market decline - during the Global Financial Crisis - savers who moved their money from an average balanced industry fund into cash were $4000 worse off after three months, $13,800 after a year and $34,800 worse off after five years," ... |
| | | | ... diversified portfolios proving more popular than single stocks. "That is helping them to manage their investments in a balanced way which also helps to smooth out the volatile swings we have seen in the market," he said. Burns said CommSec had stood ... |
| | | | ... were surprised to learn their retirement savings weren't quite as safe as they thought, reigniting the debate around 'balanced' investment options. XY Adviser chair Andrew Rocks took to LinkedIn to share his thoughts on the state of super, saying: "As ... |
| | | | Although all men may be created equal, multi-asset strategies are most certainly not, with returns from balanced, growth, moderate and flexible strategies producing wildly different outcomes during the COVID-19 sell-off. In its latest report, Morningstar ... |
| | | | ... are highly experienced specialists and they're focussed on you and your super," Silk said. Silk told customers that its balanced investment option, where the majority of members have their super, is now returning negative 7.4% on a financial year basis ... |
| | | | ... coming in second. Interestingly, respondents were mixed on their predictions for the future. "Optimists and pessimists are balanced in almost equal measure when it comes to expectations for the 'most likely outcome' from an economic standpoint," bfinance ... |
| | | | ... the value of its unlisted assets to the tune of 7.5% on average, leading to a 2.2% reduction to the fund's $126 billion balanced option on Monday. AustralianSuper chief executive Ian Silk said the "unique" circumstances facing the world had led the fund ... |
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