Search Results | Showing 501 - 510 of 1390 results for "Balanced" |
| | | ... distress we have caused". As at December 31, AustralianSuper had more than $1.8 billion and $715 million of its $129 billion balanced option invested in BHP and Rio Tinto respectively. The miners form more than 6% of the Australian equities exposure ... |
| | | | ... perspective, it's about half of 1% of the entire system... and so much of the money that was in super was liquid. A balanced fund invests around 25% in ASX-listed shares, so it's not as if the funds were going to have trouble getting their hands ... |
| | | | ... performance of the major asset classes, which helps investors gain diversified protection when included as part of a balanced portfolio. It invests across equities, fixed income, their associated derivatives and commodities, and employs a "portfolio ... |
| | | | ING's Living Super offering is putting the lid on its balanced option after feedback from members that it's too similar to the growth option, and will add two more defensive options. From July 1, Living Super will shut its balanced option to new members ... |
| | | | A Melbourne-based investment manager has blasted balanced options in superannuation funds, arguing that despite their "diversification" they fail to perform in market downturns. Many traditionally balanced funds hold anywhere between 60% to 80% exposure ... |
| | | | ... stocks have a higher probability of outperforming in the Australian market, he said. "We believe that a thematically balanced portfolio, underpinned by such companies, spread across different market segments will minimise the impact of negative surprises ... |
| | | | ... per annum. The fees are no higher than equivalent managed portfolios offered through MyNorth. For example, the Lonsec Balanced Portfolio charges a 0.25% investment fee plus weighted total indirect costs of 0.76%. "MyNorth's rapid growth over the previous ... |
| | | | ... platform, which continued to welcome new investors onboard during April. "For example with CommSec Pocket, which is a more balanced way for less experienced investors to enter the market, we opened twice as many new accounts from March to February (99% ... |
| | | | ... 2020, but by the end of March it had reduced this to a 30% exposure. "This is a key differentiator when compared with balanced or growth multi-asset funds, which need to maintain their stated allocations at all times," Somaia said. "[It] goes back to ... |
| | | | ... AustralianSuper cut the value of its unlisted assets to 7.5% on average, shaving off 2.2% in returns from its $126 billion balanced option. UniSuper did the same, saying its unlisted property values took a hit of 10% and unlisted infrastructure fell ... |
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