Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 561 - 570 of 1390 results for "Balanced"

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%. ...

ESG options outperform in the short term: Research

KARREN VERGARA  |  THURSDAY, 11 JUL 2019
... Shares (9.1%), AMP SignatureSuper - Responsible Investment Leaders International Share (8.6%) and UniSuper - Sustainable Balanced 8.7%. The analysis also found that Australia is one of the most active ESG supporters in terms of adopting United Nations ...

New Bond ETF for BetaShares

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 JUL 2019
... secure asset, AGVT could be considered an attractive option for many portfolios. "Government bonds are a core part of a balanced portfolio given their historical negative correlation to equities and high level of stability relative to corporate bonds," ...