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Showing 31 - 40 of 639 results for "Retail funds"

EQT reveals most popular fund launches

ANDREW MCKEAN  |  THURSDAY, 26 MAY 2022
... regulation and investor protection is certainly driving this interest in retail products." The 100 analysis found retail funds flows over the year to April 2022 had increased from $4.3 billion to almost $6 billion. Likewise, wholesale fund flows increased ...

NFP funds dominate retiree super: Research

JAMIE WILLIAMSON  |  MONDAY, 9 MAY 2022
The world of retiree super - traditionally the domain of retail funds - is now overwhelmingly controlled by the not-for-profit sector, new research shows. About 60% of all retiree superannuation savings is now held in NFP funds, Rainmaker analysis of ...

Vanguard hit with US class action

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 MAR 2022
... This occurred because Vanguard opened its institutional-grade target date funds (which hold the same assets as the retail funds) to all retirement plans with at least US$5 million - when previously investors needed $100 million to invest in the institutional ...

Industry funds buoyed by unlisted assets

KARREN VERGARA  |  FRIDAY, 11 MAR 2022
Industry superannuation funds tend to outperform SMSFs and retail funds thanks to their allocation to unlisted assets and by managing investments internally. An Industry Super Australia analysis found that a member who joined an industry fund in 1996 ...

Women own $1.2tn in super: Research

CHLOE WALKER  |  TUESDAY, 8 MAR 2022
... Dunnin. Overall, about 45% of savings in industry super funds belongs to women, while the figure is slightly lower for retail funds at 39%. Forty-one percent of savings in self-managed super funds is owned by women. For public sector and corporate super ...

Member contributions lift super assets to $3.5tn

KARREN VERGARA  |  WEDNESDAY, 2 MAR 2022
... sectors, industry funds inched closer to the $1 trillion-mark at $969.2 billion, growing 19% year on year, while retail funds climbed 12% to $709.1 billion. Public sector assets grew 15% to $633.5 billion, while corporate funds added just $3 billion ...

Rainy day funds probed

ELIZABETH MCARTHUR  |  FRIDAY, 11 FEB 2022
... using member funds to pay for fines incurred by their own actions. Donald explained to the hearing that while many retail funds have parent companies that can be relied upon to pay for any possible fines and sanctions, not-for-profit funds have had to ...

Hamish Douglass takes leave of absence

CHLOE WALKER  |  MONDAY, 7 FEB 2022
... requires". "I am grateful that Chris Mackay has agreed to oversee the portfolio management of Magellan's global equity retail funds and global equity institutional mandates, alongside Magellan's excellent existing global portfolio managers," ...

New head of retail funds management at Cromwell

ELIZABETH MCARTHUR  |  TUESDAY, 18 JAN 2022
ASX-listed real estate fund manager Cromwell Property Group has appointed an industry veteran to the head of retail funds management position. Peta Tilse joins the company with 25 years of experience. Tilse is the founder of a regulatory technology ...

Magellan loses significant mandate

ELIZABETH MCARTHUR  |  MONDAY, 20 DEC 2021
... terminated on December 17. St James' Place's mandate was a separate account, not an investment in any of Magellan's retail funds. Magellan said the mandate "represents approximately 12% of the group's current annual revenues and is anticipated to have ...