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Showing 31 - 40 of 138 results for %22Balanced Equity Management%22

Lonsec increases allocation to Talaria

ELIZABETH MCARTHUR  |  MONDAY, 21 DEC 2020
... Fund. The new allocation will impact Lonsec's retirement model portfolios. The allocations are across their conservative, balanced and growth portfolios. "The Lonsec retirement portfolios have up until now been defensively positioned and underweight ...

New heatmap shames trustees

KARREN VERGARA  |  FRIDAY, 18 DEC 2020
... First State Investments' FirstChoice Superannuation Trust (lifecycle) Diversa Trustees' SmartSave MySuper Balanced Equity Trustees' Aon MySuper (lifecycle) IOOF Mercer Superannuation's SmartPath (lifecycle) MLC Super Fund (lifecycle) ...

COVID-19 to remain dominant in 2021

ELIZA BAVIN  |  WEDNESDAY, 18 NOV 2020
... returns. The challenges for core fixed income are especially acute, which in turn prompts us to rethink how we construct balanced portfolios," it said. "The use of alternatives - to provide income and diversification - is more imperative than ever." ...

UniSuper revises fees for TTR members

KARREN VERGARA  |  FRIDAY, 30 OCT 2020
... costs for TTR members have either higher transaction costs or management fees for the following options: Sustainable Balanced 0.39%; Sustainable High Growth 0.46%; Australian Equity Income 0.44%; Global Environmental Opportunities 0.49%; and Diversified ...

Australia most active region in Q2: Research

ALLY SELBY  |  FRIDAY, 4 SEP 2020
... The funds with the largest flows for the quarter were BlackRock Market Advantage (Risk Parity), Amundi Italian Global Balanced Strategy and M&G Lux Dynamic Allocation.

AMP Capital's door keeps revolving

ANNABELLE DICKSON  |  FRIDAY, 28 AUG 2020
... future endeavours." Le Mesurier oversaw some of AMP Capital's diversified multi-asset funds including Ethical Leaders Balanced Fund and has been instrumental in integrating ESG philosophy across AMP Capital's asset classes. In her place, Darren ...

Will COVID-19 kill the balanced option?

ELIZABETH MCARTHUR  |  THURSDAY, 9 APR 2020
... 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 ...

Investment Manager of the Year named

JAMIE WILLIAMSON  |  WEDNESDAY, 19 FEB 2020
... Awards. It was one of two awards presented to Macquarie, with the manager also taking home the prize for Multi-Asset Balanced Product of the Year for the Macquarie Balanced Growth Fund. Macquarie was also a finalist for four other awards on the night. ...

Investment Leadership Awards finalists revealed

JAMIE WILLIAMSON  |  WEDNESDAY, 22 JAN 2020
... Scientific Div Stable Perpetual Conservative Growth Fund Vanguard Conservative Index Fund Yarra Income Plus Fund MULTI-ASSET - BALANCED BlackRock Scientific Diversified Growth BlackRock WS Scientific Div Growth Macquarie Balanced Growth Fund SSGA Passive ...

UniSuper hires from Janus Henderson

KANIKA SOOD  |  TUESDAY, 3 SEP 2019
... beat their benchmarks. It got rid of three of its 14 managers after running out of patience with them. UniSuper's balanced investment option returned 9.9% for the year, as it made big gains from individual stocks: BHP was up 52.2% while ASX and Transurban ...