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Showing 541 - 550 of 1719 results for "Minimum"

Best Australian equities funds, with risk considered

KANIKA SOOD  |  FRIDAY, 19 JUN 2020
... core fund had 14 months of negative returns totaling -43.6%. Its maximum monthly returns over the period were 6% while minimum was -20.2%. Standard deviation stood at 16.7% p.a. and Sharpe and Omega Ratios of -0.2%. In the high performance category ...

FIIG calls for taxation, regulatory overhaul

ELIZA BAVIN  |  FRIDAY, 19 JUN 2020
... that if an adviser is providing prudent advice they should be compelled to consider best practice asset allocation as a minimum standard in advising clients. Stening said in an ideal scenario, the Australian taxation system would promote each of the ...

Euroz, Hartleys to merge

JAMIE WILLIAMSON  |  FRIDAY, 19 JUN 2020
... measures, with two Hartleys nominees to be appointed to the Euroz board upon completion. The merger is subject to a 90% minimum acceptance condition and while there is no certainty yet, Euroz said both parties are confident it will be successful with ...

ISA plays devil's advocate on SG

HARRISON WORLEY  |  MONDAY, 15 JUN 2020
... demand elasticities and factor substitution, but also on institutional factors such as employment protection legislation, minimum wage determinations and the degree of unionization," the analysis read. In a letter to the committee accompanying the analysis ...

Industry funds continue risk-adjusted domination

HARRISON WORLEY  |  FRIDAY, 12 JUN 2020
... combined risk adjusted position in the three years to March 2020, thanks to a 4.6% p.a. three-year return, the lowest minimum monthly return at -6%, and the equal highest Sharpe ratio at 0.6. The industry fund shared the equal top Sharpe ratio with Australian ...

UBS Australia launches new CBRE fund

KANIKA SOOD  |  WEDNESDAY, 10 JUN 2020
... have monthly application/redemption windows. At the moment, UBS is marketing the fund to sophisticated investors with the minimum investment set at $20 million. UBS and CBRE have a long-standing relationship going back over a decade. In addition to the ...

Taper rates need revamp

KANIKA SOOD  |  THURSDAY, 4 JUN 2020
... don't draw down and spend their retirement savings fast enough," Boal said. "If the retiree draws down and spends the minimum amount each year, the annual taper rate would need to be close to $39 for the retiree to receive total additional retirement ...

Wage growth, not wage cuts

ALLY SELBY  |  FRIDAY, 29 MAY 2020
... relief (although this would add to the budget deficit), while governmental support for higher wages and an increase in the minimum wage could also help boost spending. "Longer term, a more effective and lasting increase in wages could be achieved by ...

IOOF to provide fee relief to adviser network

ELIZA BAVIN  |  THURSDAY, 28 MAY 2020
... assistance in the local area. IOOF said it will provide three months licensee fee relief for the practices that complete a minimum of 60 hours of pro bono work over the three-month period. The fee relief for advisers will be provided from October to ...

Switching prompts fund to alter allocations

ELIZABETH MCARTHUR  |  FRIDAY, 22 MAY 2020
... our members," the fund said. The changes do not affect the investment objectives for any options or the risk level or minimum suggested time for investment. "We believe investment markets can deviate from their fair value from time to time and that it ...