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Showing 541 - 550 of 820 results for "Retail fund"

Perpetual completes retail distribution restructure

CLAIRE MCGREAL  |  WEDNESDAY, 22 FEB 2012
Former NAB/MLC Wealth head of national accounts and research Matt Thompson will join Perpetual next month as general manager strategic accounts. The move is part of a shake-up of Perpetual's retail distribution set-up announced in December, which sees ...

NTEU wants changes at UniSuper trustee company

ALEX DUNNIN  |  FRIDAY, 16 DEC 2011
The National Tertiary Education Union, the main union representing UniSuper fund members, has written to members outlining their response to concerns about the superannuation fund. In a statement issued yesterday, the NTEU said, "The Union will take ...

In superannuation, bigger can be better but not always

RACHEL DAVIS  |  THURSDAY, 15 DEC 2011
With Australia's biggest super fund, AustralianSuper, announcing yet another merger, this time with the public sector industry fund AGEST, the question is whether super funds are merging for the benefit of their members or to build financial empires. ...

Perpetual changes distribution focus

ELISE BURGESS  |  TUESDAY, 13 DEC 2011
Perpetual Limited is set to readjust its focus on the retail funds market, research and ratings houses through changes to its investment product distribution function in order to overcome past challenges in its distribution. Due to a company-wide review ...

New Count chief talks products

ELISE BURGESS  |  MONDAY, 12 DEC 2011
Newly-appointed chief executive of Count Financial, David Lane, is already planning new products and services for Count members with a keen eye on SMSF market access. Count Financial was officially acquired by the Commonwealth Bank of Australia (CBA) ...

Super assets take a hit in September

CLAIRE MCGREAL  |  FRIDAY, 9 DEC 2011
... APRA, the biggest decline in assets was in corporate funds, which decreased by 8.6 % to $54.6 billion in September. Retail fund assets were down by 4.8 % to $351.8 billion, industry fell by 3.2 % to $241.9 billion and public sector fund assets decreased ...

Affinity launches wholesale property fund

RACHEL DAVIS  |  MONDAY, 28 NOV 2011
... access to the Australian residential property market, valued at over $3.4 trillion. Affinity also expects to launch a retail fund aimed at DIY super funds in the next 12 months. Distinct from direct investment or REITs, the Affinity Property Fund enables ...

Shorten rallies the troop to vote in favour of SG hike

CLAIRE MCGREAL  |  FRIDAY, 11 NOV 2011
Financial services minister Bill Shorten has praised all sectors of the superannuation industry for their willingness to "negotiate and compromise" on reform, despite their traditional differences. In an impassioned speech to ASFA delegates, the assistant ...

AMP lands first $30m mandate in new fund

ELISE BURGESS  |  WEDNESDAY, 9 NOV 2011
... institutional mandate, investing $30 million for Western Australian Local Government Superannuation Plan, while a retail fund may also be on the cards. The fund offers a flexible allocation between growth and defensive asset classes over a medium term ...

Illiquid assets boost returns: APRA

ALEX DUNNIN  |  TUESDAY, 8 NOV 2011
... retail funds' exposure to illiquid assets and its cash flow needs. The result is that a significant proportion of a retail fund's illiquid asset exposure is not due to specific trustee strategies but rather the aggregation of individual members who have ...