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Showing 31 - 40 of 256 results for %22Index Balanced%22

Defensive equities strategies protect against downturn: Report

CASSANDRA BALDINI  |  MONDAY, 5 SEP 2022
... spectrum, seek explicit risk reduction. It targets a lower volatility profile than the benchmark, typically 15-30% versus the index over a market cycle and should offer downside protection in a declining market. The report said a minority of managers ...

BlackRock, NAB Private Wealth unveil iShares ETF suite

CASSANDRA BALDINI  |  WEDNESDAY, 17 AUG 2022
... evolving needs while embedding sustainability considerations into their portfolios. BlackRock Australasia head of iShares and index investments Jason Collins said in partnership with NAB can build on its commitment to support more Australian investors. ...

Activus SMAs now available to more advisers

JAMIE WILLIAMSON  |  FRIDAY, 5 AUG 2022
... the launch on Macquarie Wrap is in response to growing demand from financial advisers for access. While the Activ-ator Balanced Portfolio returned -5.50% for the year to June 30, over three years it's seen a return of 7.61%, he said. "The core part of ...

Super fund for women closes

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUL 2022
... as at 30 June 2021, the lion's share of FairVine's FUM was invested in the SPDR S&P/ASX 200 ESG Fund and Vanguard Index Funds Ethically Conscious. It also had both local and international fixed income investments, cash and Australian listed property ...

Brighter Super simplifies investment menu

JAMIE WILLIAMSON  |  MONDAY, 25 JUL 2022
... compared on performance, fee structure and management, with those that didn't make the cut to be closed. Brighter Super's Balanced, Stable, Australian Shares, International Shares, and Cash option will all close. In their place, Energy Super's Capital ...

ETF flows up despite volatility: Vanguard

ANDREW MCKEAN  |  THURSDAY, 14 JUL 2022
... investors had displayed a clear preference for broad market ETFs, as evidenced by the popularity of its Australian shares index ETF. Tieu said: "Diversification is the single best defence investors can employ when it comes to navigating market volatility." ...

Super Fierce super index shows top 15 funds

ANDREW MCKEAN  |  WEDNESDAY, 13 JUL 2022
... released a list of super funds that have passed its tests of consistent outperformance, labelling it the Fierce Performers Index. From an analysis of 2069 investment options across 359 super funds, only 15 funds were found to outperform in all categories ...

Australian Retirement Trust records -0.96% return

JAMIE WILLIAMSON  |  FRIDAY, 8 JUL 2022
... values." He said the fund's diversified portfolios weathered the storm better than most, with the Super Savings and QSuper Balanced options among the best performing products this financial year. Over 10 years, the options have returned 9% and 7.8% respectively. ...

Median MySuper returns of -2.8% expected

JAMIE WILLIAMSON  |  TUESDAY, 5 JUL 2022
... likely to deliver the fourth worst result in 35 years for the financial year just gone. According to the Rainmaker MySuper Index, default MySuper options are expected to see a median return of -2.8% for the 2021/22 financial year - a far cry from last ...

First Sentier named Investment Manager of the Year

CASSANDRA BALDINI  |  FRIDAY, 10 JUN 2022
... MultiMix Balanced Growth Trust Multi-Asset - Growth Insignia Financial - IOOF MultiMix Growth Trust Australian Equities - Index/Enhanced Macquarie Investment Management - Macquarie True Index Australian Shares Fund Multi-Asset - Capital Stable Macquarie ...