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Showing 541 - 550 of 1957 results for "Asset Classes"

Regal Funds Management takes stake in Attunga Capital

CHLOE WALKER  |  WEDNESDAY, 8 DEC 2021
... generate very attractive risk adjusted returns, while also providing portfolios with less correlation to traditional asset classes and often lower volatility," he said. "We're very encouraged by the opportunities available to Attunga Capital across their ...

Top investment products, super fund revealed

STAFF WRITER  |  THURSDAY, 2 DEC 2021
... thousands of products. To find Australia's top-performing super products, Rainmaker reviewed MySuper products and asset classes that include growth, balanced, moderate (capital stable), equities, property, bonds, cash and ESG investment options ...

La Trobe fined for misleading investors

ELIZABETH MCARTHUR  |  MONDAY, 29 NOV 2021
... ASIC's claim." ASIC's MoneySmart website defines a capital stable fund as: "A fund that invests across a range of asset classes but with a significant portion in defensive assets such as fixed interest investments and cash and a small portion ...

Downward fee trend hits ESG

ELIZABETH MCARTHUR  |  MONDAY, 22 NOV 2021
Across asset classes there is significant downward pressure on institutional asset management fees, according to new research from bfinance. The study's key findings include a reduction in the cost of active global equities strategies with ESG requirements ...

ClearView, Manulife to launch retirement products

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
... local product development and distribution capabilities with Manulife's global expertise across public and private asset classes as well as ESG integration. "ClearView is continuously looking for opportunities to serve our customers and advisers better. ...

High-net-worth investors richer, optimistic

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
... investors channelled their money into ETFs and cryptocurrencies. However, ETFs, LICs and REITs remain the top three asset classes. Around 13% of respondents said they were happy to use investment advisers while over half said they were happy to use advisers ...

LICs, LITs move away from Aussie equities

ANNABELLE DICKSON  |  THURSDAY, 18 NOV 2021
... provides investors and their advisers with access to the closed-end structure of LIC/LITs over a broader range of asset classes, assisting with their asset-allocation and diversification strategies while delivering on the many benefits these structures ...

InvestSMART launches ethical product

ANNABELLE DICKSON  |  THURSDAY, 18 NOV 2021
... professionally managed portfolio of sustainable, responsible and ethical investments providing exposure to a diverse range of asset classes," InvestSMART said. The new portfolio is eligible for a Fundlater loan which allows lower-balance investors to ...

The search for income outside defensive assets

ANNABELLE DICKSON  |  THURSDAY, 11 NOV 2021
... live off the income from government bonds when they yield close to 1%," he said. "As you would expect, the riskier asset classes are expected to generate higher total returns, but investors must withstand higher volatility to harness those returns." ...

Aussie equities small caps deliver 35%

KARREN VERGARA  |  TUESDAY, 9 NOV 2021
Australian equities small caps outpaced other asset classes in the year to September, delivering a median return of 35.2% per annum to wholesale investors. According to Rainmaker's latest Wholesale managed funds performance tables, the asset class ...