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Showing 491 - 500 of 1390 results for "Balanced"

APRA funds can learn from SMSFs: Rice Warner

ELIZA BAVIN  |  FRIDAY, 10 JUL 2020
... better financial advice. On the investments front, Rice Warner said most APRA-regulated funds have a single diversified (balanced) fund shaped around MySuper. "Some funds have introduced lifecycle investments and/or bucketing solutions to help members ...

Best performing managed funds revealed

ELIZA BAVIN  |  THURSDAY, 9 JUL 2020
... growth) capped off the top-five in growth category at 5.7% and 5% returns for the three-year period ending May. Out of the balanced options, Macquarie's Balanced Growth Fund had the best returns over a three year period of 7.2% pa, followed by IOOF ...

Hostplus bumps cash allocation up

ELIZABETH MCARTHUR  |  TUESDAY, 7 JUL 2020
Industry fund Hostplus has revised its asset allocation, bumping the allocation to cash in its balanced option up from 0% to 5%. The change to the cash allocation was effective from 19 June 2020, when the fund also reduced its allocation to alternatives ...

Balanced options in the red, but only just

ALLY SELBY  |  TUESDAY, 7 JUL 2020
The balanced options of the majority of the country's super funds are only just in the red after suffering through an unprecedented period of market volatility. Rainmaker Information executive director of research Alex Dunnin argues they have made ...

AMP closes ethical option to super members

ELIZABETH MCARTHUR  |  MONDAY, 6 JUL 2020
AMP has taken the AMP Capital Ethical Leaders Balanced fund off its investment menus for superannuation members. AMP super members in CustomSuper, Flexible Lifetime, AMP Flexible Super, SignatureSuper, SignatureSuper Select, SuperLeader and the Woolworths ...

Super for women under scrutiny

ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... many women. "Funds designed specifically for women offer very limited investment options typically with only one to two balanced or growth options. I don't believe all women can be lumped into two investment options," she said. "Choice of super fund ...

FIIG calls for taxation, regulatory overhaul

ELIZA BAVIN  |  FRIDAY, 19 JUN 2020
... the Australian taxation system would promote each of the asset classes in an equitable manner, which is consistent with balanced portfolio best practice, to remove any distortion which has longer term structural and cultural detrimental effects. "Without ...

Chief economist update: Honey, COVID-19 got me sacked

BENJAMIN ONG  |  FRIDAY, 19 JUN 2020
... interaction and loosening of lockdown restrictions should improve demand for labour going forward. However, this is counter-balanced by the real and present danger posed by a second wave of infections. One that's underscored by the resurgence of ...

ASIC warns funds to clean up adverts

KANIKA SOOD  |  TUESDAY, 16 JUN 2020
... concerned about were: funds talking up one aspect (like higher returns) while comparing themselves to others without giving a balanced indication of key differences and risks. ASIC was also concerned about funds downplaying their risk of capital loss ...

The secret to neutralising sequencing risk

ALLY SELBY  |  TUESDAY, 16 JUN 2020
... towards one"; negating any benefit investors thought they could have, Rachcoff said. "While the average superannuation 'balanced' fund holds between 60%-80% of diversified 'growth' risk exposures, investors were reminded that all growth risk is sold ...