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Showing 501 - 510 of 1390 results for "Balanced"

Hold super accountable for miners' actions: Future Super

HARRISON WORLEY  |  THURSDAY, 11 JUN 2020
... 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 ...

Senator criticises lazy super system

JAMIE WILLIAMSON  |  FRIDAY, 5 JUN 2020
... 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 ...

Global manager rolls out local access to alternatives fund

HARRISON WORLEY  |  WEDNESDAY, 3 JUN 2020
... 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 rejigs super offering, closes balanced option

KANIKA SOOD  |  THURSDAY, 28 MAY 2020
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 ...

Balanced funds fundamentally flawed

ALLY SELBY  |  MONDAY, 25 MAY 2020
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 ...

Small caps soar amid accelerated revolution

ALLY SELBY  |  THURSDAY, 21 MAY 2020
... 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 ...

AMP, Pendal launch new managed portfolio

ELIZABETH MCARTHUR  |  THURSDAY, 21 MAY 2020
... 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 ...

Volatility continues to drive investors

HARRISON WORLEY  |  THURSDAY, 7 MAY 2020
... 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% ...

A case for flexible asset allocation: First Sentier

ALLY SELBY  |  MONDAY, 27 APR 2020
... 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 ...

LGIAsuper revises down unlisted assets

KANIKA SOOD  |  FRIDAY, 24 APR 2020
... 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 ...