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Showing 31 - 40 of 662 results for "retail funds"

Super fund satisfaction improves: Roy Morgan

CHLOE WALKER  |  WEDNESDAY, 24 JAN 2024
... the decline in customer satisfaction has occurred since mid-2021 due to the volatility experienced by the ASX200. "Retail funds are down 8% to 58.9% and are at their lowest level of satisfaction for over three years since November 2020," she said. "Public ...

Bragg proposes super fund reforms to protect retail investors

ANDREW MCKEAN  |  WEDNESDAY, 10 JAN 2024
... as of June 202 2. Industry super funds had invested 18% of their members' assets in Australian stocks, while retail funds had allocated 28%, representing approximately $316 billion and $193 billion respectively.

Internal teams to manage 43% of super FUM by 2043: Data

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2023
... $50-$100 billion. Rainmaker also predicts that, within a decade, just 15% of institutional super assets will be held by retail funds, driving one-third of all FUM into the hands of internal investment teams. So, while internalisation has already had ...

ClearView offloads chunk of Centrepoint Alliance stake

CASSANDRA BALDINI  |  FRIDAY, 17 NOV 2023
... novated leasing, and insurance broking. Additionally, COG said it remains focused on building a scaled company in retail funds management. "The strategic rationale for the acquisition of the CAF interest is that it builds on the first limb of COG's ...

Super fund fees now at record low: Data

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
... funds." Regarding MySuper products, not-for-profit funds generally have lower administration fees, in contrast to retail funds which typically offer lower investment fees. Meanwhile, personal and retirement products have higher average fees at 1.16% ...

Equity Trustees combines super, trustee arms

JAMIE WILLIAMSON  |  FRIDAY, 11 AUG 2023
... Investment Partners recently mandated EQT for four funds, while AL Capital also appointed it to oversee its new range of retail funds.

Office sector down 8%: MSCI

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
... total return of 6% year on year, the MSCI found. However, this pales in comparison to the 20.4% achieved in FY22. Retail funds performed better than their office counterparts with annual capital growth of -4%, yet this is a near reversal of the 3.9% ...

Equity Trustees takes on new RE mandate

CHLOE WALKER  |  THURSDAY, 13 JUL 2023
... fund management arm of Aqualand Group, selected Equity Trustees to be the responsible entity of its new range of retail funds. The funds include the ALC Global Credit Fund, the ALC Active Australian Equity Fund and the ALC Active International Equities ...

Retirees to own 55% of all super come 2032: Rainmaker

CHLOE WALKER  |  TUESDAY, 11 JUL 2023
... share for 2032 is 33%, while ART sits at 31%, Aware Super at 60%, PSS at 37%, Hostplus at 20% and UniSuper at 44%. Retail funds CFS FirstChoice, BT Super and MLC Super are predicted to represent 60%, 35%, and 23% of retiree FUM respectively. "The key ...

Super funds consider future of PwC contracts

RACHEL ALEMBAKIS  |  THURSDAY, 8 JUN 2023
... and Telstra Super's MySuper option in fifth place on 9.91% FS Sustainability contacted the largest industry and retail funds that currently hold contracts with PwC for audit and tax services to determine if they are reconsidering their contracts. ...