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Showing 551 - 560 of 664 results for "Retail funds"

Perennial bears the bear

MICHELLE BALTAZAR  |  THURSDAY, 16 OCT 2008
... there's more to what's happening in the markets than what they watch on the daily news, said Brian Thomas, head of retail funds management at Perennial Investment Partners. For example, Thomas said that during the 2002 bear market, US investors withdrew ...

Fees cause underperformance, not asset allocation: APRA

ALEX DUNNIN  |  THURSDAY, 16 OCT 2008
... Superannuation Funds, conducted on behalf of the Council of Financial Supervisors, found "default investment options of large retail funds have earned lower net returns relative to comparable investment options from the not-for-profit sector over the ...

Lifeplan keeps it in the family

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
... way for financial advisers to manage the wealth that is passed on to the next generation when a client dies. The retail funds management firm's NextGen Wealth Preserver is structured so the client's funds, upon death, are transferred tax free to each ...

Perennial's global alpha secret

MICHELLE BALTAZAR  |  WEDNESDAY, 3 SEP 2008
... be produced by ignoring day-to-day negativity and holding growth assets," said Brian Thomas, Perennial's head of retail funds management.

Govt policies block choice

MICHELLE BALTAZAR  |  THURSDAY, 7 AUG 2008
... should be left to them - not the government. "Australia has a balance between various types of superannuation fund: retail funds, employer funds, public sector funds, industry funds and self-managed super funds. All have their advantages and all have ...

Evolution of super

MICHELLE BALTAZAR  |  THURSDAY, 7 AUG 2008
... "information asymmetry". Meanwhile, Bissaker focused on what he believes are the least understood aspects of how retail funds provide value to its clients. He said that through retail fund transaction efficiencies such as daily unit pricing, clients ...

APRA to review super fund stats

MICHELLE BALTAZAR  |  MONDAY, 28 JUL 2008
... that in the March quarter, industry and public sector funds lost 6.6 per cent, corporate funds lost 7.6 per cent and retail funds lost 8.8 per cent. But providing return figures at the sector level has drawn criticism from some segments of the industry ...

Super funds to pass 'approved list'

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2008
... members of industry funds, while five in six member accounts in the fourth, or worst performing, quartile are in retail funds. "Therefore, while strongly supporting the continuation of the nomination of default funds in awards, I urge the Commission ...

FPA backs 'advice within super' review

MICHELLE BALTAZAR  |  THURSDAY, 10 JUL 2008
... have become entrenched in the system, in particular the payment of sales commissions to financial advisers by major retail funds."

Swedish pension lessons for Australia

ALEX DUNNIN  |  WEDNESDAY, 9 JUL 2008
... centrally managed Swedish pension system comprises their Swedish Social Insurance Agency, Premium Pension Authority, retail funds and the national aged pension. Employees pay compulsory contributions of 18.5 per cent. The wholesale orientation of the ...