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Showing 31 - 40 of 219 results for "Balanced Fund"

Pendal launches new charitable investment vehicle

CHLOE WALKER  |  MONDAY, 6 JUN 2022
... the Investment Giving structure, by issuing a new class of units - Class G - in its flagship Pendal Sustainable Balanced Fund. Pendal will also waive 50% of the management fee on the new Class G investments. The Investment Giving product was developed ...

CareSuper appoints new chair

JAMIE WILLIAMSON  |  THURSDAY, 7 APR 2022
... carbon emissions across our investment portfolio by 2050, coupled with strong financial performance, including a balanced fund that has demonstrated consistent long-term outperformance." Replacing her as deputy chair is Jeremy Johnson, a CareSuper director ...

Private debt and YFYS: Research

ELIZABETH MCARTHUR  |  FRIDAY, 18 FEB 2022
... cohorts that have a longer investment time horizon, the analysis indicated. "Whether super funds' default option is a Balanced fund or a lifecycle strategy, introducing or increasing private debt in the strategic asset allocation mix offers an opportunity ...

Best-performing default funds revealed

KARREN VERGARA  |  TUESDAY, 11 JAN 2022
... and AustralianSuper (11% p.a.). BT's 1980s Lifestage Fund (11% p.a.) made the top 10, as did Hostplus' Personal Balanced Fund (11% p.a.) and VicSuper's FutureSaver Personal. Over a one-year period, Hostplus' Personal Balanced Fund topped the tables ...

Choice products not so choice: APRA

CHLOE WALKER, KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... Personalised Diversified Socially Responsible Investment option failed by 0.74% p.a., so did its Tailored Super Plan - Balanced Fund (-0.91% p.a.) and Tailored Super Plan - Growth Fund (-1.14% p.a). Choice products offered by Colonial First State Investments ...

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... Kiwi investors can now access Fiducian's Growth Fund, India Fund, Property Securities Fund, Technology Fund, Balanced Fund and Ultra Growth Fund via the Consilium Wrap and MMC Wealth Administration platforms.

OnePath tops Fat Cat super fund list

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... Managed Growth and Active Growth filled the top three worst-performing aggressive growth funds category. In the balanced fund category, Zurich's Capital Stable, and OnePath's OptiMix Conservative and Conservative performed poorly for members ...

Fiducian expands NZ footprint

JAMIE WILLIAMSON  |  WEDNESDAY, 8 SEP 2021
... Investors will now have access to Fiducian's Growth Fund, India Fund, Property Securities Fund, Technology Fund, Balanced Fund and Ultra Growth Fund via the Consilium Wrap and MMC Wealth Administration platforms. "Bringing investment capabilities that ...

Departures continue at AMP Capital MAG

KANIKA SOOD  |  TUESDAY, 31 AUG 2021
... Capital's multi-asset team. In August 2020 she was appointed the co-portfolio manager of AMP Capital's Ethical Leaders Balanced Fund range alongside Darren Beesley, as Kristen Le Mesurier left for Platypus Asset Management. Beesley also recently resigned. ...

Retail funds to benefit from YFYS test changes

KANIKA SOOD  |  FRIDAY, 27 AUG 2021
... Superannuation Fund (46bps improvement), the $17 billion AMP MySuper No. 3 (20bps) and Australian Ethical's $1.9 billion balanced fund (17bps). These are followed by Russell Master Trust general division and Asgard employee MySuper ((15bps improvement ...