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Showing 501 - 510 of 1002 results for "Accumulation"

Absolute returns no longer the domain of instos

DARREN SNYDER  |  MONDAY, 25 JUL 2016
... 30 June 2016, the fund has returned 10.3% per annum (net of fees) since inception, outperforming the S&P/ASX 200 Accumulation Index return of 4.9% pa over the same period. "Relative returns attract attention in rising markets, but beating the market ...

WAM finds returns in growth companies

DARREN SNYDER  |  MONDAY, 25 JUL 2016
... results to the ASX, WAM Capital chairman Geoff Wilson said the company had outperformed the S&P/ASX All Ordinaries Accumulation Index by 19.6% during a volatile year for the Australian equity market. "It demonstrates the strength of our investment process ...

O'Dwyer says life insurance back on the agenda

ALEX BURKE  |  THURSDAY, 21 JUL 2016
... accumulate unlimited wealth to pass on to the next generation," alluding to the Coalition's controversial $1.6 million accumulation cap. "Super tax concessions need to be sustainable. We will soon be releasing exposure draft legislation and will consult ...

Tasplan and RBF merger confirmed

KERRIE SYDEE  |  WEDNESDAY, 20 JUL 2016
The Tasplan and RBF Tasmanian Accumulation Scheme successor fund transfer will go ahead following support from the Tasmanian government. Tasplan currently manages $3.4 billion on behalf of 106,000 active members, with the merger and transfer of RBF ...

MTAA Super bolsters investment team

DARREN SNYDER  |  MONDAY, 18 JUL 2016
... 2015-16. Its best investment returns came via the fund's recently launched income-focused option, returning 6.69% in the accumulation category. "We had strong cashflows and strong results from the majority of our alternative assets. Property, infrastructure ...

Super fund CEO not seeking reappointment

DARREN SNYDER  |  MONDAY, 18 JUL 2016
... commenced in January 2012. Prior to joining GESB, Rosario was chief executive at Westscheme, a Western Australia accumulation super fund which was merged into AustralianSuper in June 2011. A GESB spokeswoman said Rosario "has indicated his intention ...

BlackRock, Aviva receive ratings nod

KERRIE SYDEE  |  THURSDAY, 14 JUL 2016
... added to the BT Wrap and Asgard eWrap platforms on 8 July 2016. The fund aims to outperform the S&P 300 industrials accumulation index, excluding the top five stocks by market capitalisation, by between 4% to 6% a year before fees over rolling three ...

Zenith finds value in reduced blue chip exposure

ALEX BURKE  |  TUESDAY, 12 JUL 2016
... returned 1.5% net of fees for the year ending 31 May 2016, which represents a 3.6% outperformance on the S&P/ASX 300 Accumulation Index. Explaining the findings, Zenith senior investment analyst Quan Nguyen said that the most important factor in determining ...

Defined benefit deficit at $182bn

ALEX DUNNIN  |  WEDNESDAY, 6 JUL 2016
... decades gone to considerable lengths to encourage members of these schemes to transfers across to alternate associated accumulation funds. The overwhelming proportion of DB deficits being held by government employers stands in stark contrast to their ...

Military to get defined contribution super scheme

MARK SMITH  |  TUESDAY, 28 JUN 2016
... date ADF Super will be the default fund for anyone joining the permanent Australian Defence Force. The fully-funded accumulation plan has an employer contribution rate of 16.4% and is underpinned by a new death and invalidity scheme - ADF Cover - which ...