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Showing 531 - 540 of 1362 results for "Balanced"

UniSuper hires from Janus Henderson

KANIKA SOOD  |  TUESDAY, 3 SEP 2019
... beat their benchmarks. It got rid of three of its 14 managers after running out of patience with them. UniSuper's balanced investment option returned 9.9% for the year, as it made big gains from individual stocks: BHP was up 52.2% while ASX and Transurban ...

UBS Asset Management drops fees

KANIKA SOOD  |  MONDAY, 2 SEP 2019
... shares and fixed income, property securities, alternative strategies and cash with three different risk profiles: growth, balanced and conservative. The three funds' management fee has dropped from 0.35% per annum to 0.29%. Indirect costs are coming ...

Whitehelm launches infrastructure fund locally

HARRISON WORLEY  |  THURSDAY, 29 AUG 2019
... like logistics. Whitehelm portfolio manager Ursula Tonkin said the fund aimed to be the "ideal defensive component of a balanced retail investor's portfolio". "The fund also offers greater risk diversification and a lower correlation to broad equity ...

Future Fund returns 11.5%, crosses $160bn

KANIKA SOOD  |  WEDNESDAY, 28 AUG 2019
... six months between December 2018 and June 2019. "You will see that the risk as measured as volatility is more like a balanced fund or a conservative balanced fund yet it has been able to produce... high-growth return on a much lower risk profile," Costello ...

Government should intervene in BOLR changes: Opposition

JAMIE WILLIAMSON  |  FRIDAY, 23 AUG 2019
... which they were conducting their business. Fundamentally, corporate organisations should provide to their customers a balanced approach to ensure that they were acting in the best interests of the customer." Despite Tudehope's inability to provide ...

UniSuper scolds Aussie equity fundies

KANIKA SOOD  |  WEDNESDAY, 21 AUG 2019
... Aussie equities managers, saying their general underperformance was a "real disappointment" for the year. UniSuper's balanced investment option returned 9.9% for the year, as it made big gains from individual stocks: BHP was up 52.2% while ASX and Transurban ...

Industry fund overhauls fee structure

KARREN VERGARA  |  THURSDAY, 15 AUG 2019
... Under the old structure, the fund used to charge ICRs on the following options on a per annum basis: high growth (1.01%), balanced (0.95%), conservative (0.77%) and cash (0.33%) With the new structure, fees for the high growth option for example, are ...

Boutique manager hires investment banking expert

KARREN VERGARA  |  THURSDAY, 1 AUG 2019
... listed and unlisted funds we offer provide attractive options for investors seeking to add alternative sources of income balanced with capital preservation to their portfolios." Expanding the firm points to increased investor demand for capital stable ...

Industry super fund discounts investment fees

KARREN VERGARA  |  TUESDAY, 30 JUL 2019
... year for those with an average balance. Members with an income stream will save $213 per year. Investment fees for the balanced growth option will reduce from 0.69% to 0.66% per annum. The change in investment fees will also apply to the following: conservative ...

Corporate fund updates members on fee changes

KARREN VERGARA  |  FRIDAY, 19 JUL 2019
... unchanged at 0.07%, while international shares rose by 0.01% to 0.15%. The transition to retirement income stream (TRIS) balanced option saw investment fees decrease from 0.56% to 0.50%. Its estimated transaction costs went down from 0.14% to 0.13%. ...