Search Results | Showing 31 - 40 of 4935 results for "Fees" |
| | | ... may previously have been directed to traditional active managers, as investors and advisers seek more reliable outcomes on fees, return consistency and long-term results," Wickenden said. "Rather than depending on discretionary stock picking, these strategies ... |
| | | | ... any option onto an investment menu. It said this would include due diligence on key disclosure documents, the option's fees, costs, liquidity characteristics, and stress testing. Trustees should also consider the option's distribution profile ... |
| | | | ... investment products recommended. There were no changes to valuations for risk clients or those charging SMSF administration fees. The highest multiples are attached to risk books with clients under 55 years of age, at up to 3.2x, while the lowest is ... |
| | | | ... universality that underpins Australia's retirement system," SMC said. "The outdated exclusion was originally made to prevent fees eroding low-balance super accounts, but that reason no longer stacks up now there are fee protections on small super balances." ... |
| | | | ... Ordinaries Accumulation Index (13.7%) by over 10%. However, over a decade horizon the fund returned 8.5% per annum (after fees), outperforming the index by 2.2% over the same period. The portfolio typically consists of about 50 ASX smaller companies ... |
| | | | ... - something we cover in the next section on valuations." Further, private credit managers may earn "generous origination fees" from their borrowers, which are often fully passed on to investors, the report noted. However, this is also an issue where ... |
| | | | ... business model should be the highest priority. The most effective way to do that is to target their revenue by banning switching fees being paid from super," O'Halloran said. "This needs to be coupled with stronger trustee obligations, and requirements ... |
| | | | ... switching advice was provided at scale, facilitated by the availability of superannuation balances as a funding source for advice fees," Treasury said, adding that advice fee deductions also create risks for members by creating a pool of funds which ... |
| | | | ... energy, infrastructure, natural capital and climate tech assets. The fund aims to deliver 11-13% in returns per annum after fees and expenses over a seven-year period whilst providing quarterly liquidity, the ethical investment manager said. It is an ... |
| | | | Prime Super will reduce its fixed and asset-based percentage administration fees from June 1, across its accumulation and pension products. It will also raise investment fees across options. The super fund is introducing an administration cost of 0.015% ... |
|