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Showing 491 - 500 of 1002 results for "Accumulation"

LIC helped by high gold and cash exposure

DARREN SNYDER  |  THURSDAY, 25 AUG 2016
... chairman Paul Jensen said the portfolio significantly outperformed both the MSCI World and the ASX All Ordinaries Accumulation Index and the outstanding result was built on prior years' strong investment performance. "The company has continued to make ...

MLC extends Rio Tinto insurance partnership

DARREN SNYDER  |  WEDNESDAY, 24 AUG 2016
Members in the accumulation division of the Rio Tinto Staff Superannuation Fund (RTSSF) were recently moved to new insurance arrangements following MLC winning a market tender. The accumulation division was previously under self-insurance arrangements ...

Financial services stalwart backs robo-adviser

JAMIE WILLIAMSON  |  WEDNESDAY, 17 AUG 2016
... made available to the majority rather than the few," Lambert said. "Investors are in desperate need of a low cost accumulation and advice vehicle for SMSF and non-super advice. Ignition Wealth is such a vehicle. Substantially improved efficiency, along ...

DNR Capital fund scores 'Recommended' rating

KERRIE SYDEE  |  MONDAY, 15 AUG 2016
... successfully implement the strategy in a unit trust format." In its first year the fund returned 5.20%pa against the ASX200 Accumulation of 0.6%pa, showcasing a 4.6% out-performance of its benchmark. The DNR Capital investment philosophy focuses on quality ...

K2 hurt by Brexit call

DARREN SNYDER  |  WEDNESDAY, 10 AUG 2016
... Australian Small Cap Fund produced the only positive result, a 9.6% outperformance compared to the Small Ordinaries Accumulation Index. K2 announced an after tax profit of $3.8 million and a fully franked dividend of 0.5 cents per share. Revenue for ...

Greencape wins top Zenith rating

MARK SMITH  |  MONDAY, 8 AUG 2016
... to invest in a concentrated portfolio of between 15 and 40 stocks and aims to outperform the benchmark S&P/ASX 200 Accumulation Index over rolling three year periods. It has delivered 3.65% per annum (net of fees) outperformance over its benchmark (S&P/ASX ...

Super changes to widen super gender gap: IOOF

KERRIE SYDEE  |  FRIDAY, 5 AUG 2016
... Association of Super Funds (ASFA) estimates that for a comfortable income in retirement a couple will need a super accumulation at age 65 of $640,000 and a single person $545,000. These estimates are starkly different to reality argues Roberts who compares ...

Goal based investing puts retirees in the spotlight

KERRIE SYDEE  |  THURSDAY, 4 AUG 2016
... to them." Beesley said. Beesley reiterated that investing for retirement is vastly different from investing during accumulation, with retirees facing risks including long jeopardy, a lower for longer return environment and low balances. "Investing for ...

AZ NGA acquires $130m Brisbane practice

ALEX BURKE  |  TUESDAY, 2 AUG 2016
... Logiro Uncharted was established by Stephen Bell, Lyn Bell and Chris Shiels in 2007. It provides advice on wealth accumulation, retirement planning, insurance and strategic planning. As part of the acquisition, AZ NGA has implemented its now-standard ...

Half of SMSFs set for super change slug

MARK SMITH  |  FRIDAY, 29 JUL 2016
... government's proposed changes to superannuation go through, keeping any excess funds over the $1.6 million cap in accumulation is likely to be more beneficial than withdrawing it from superannuation altogether. That's according to modelling by actuaries ...