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| | | TAL has taken out the Association of Financial Advisers' 2021 Life Company of the Year Award for the fifth consecutive year. TAL also won the Overall Platinum and Income Protection categories. NEOS Life took home four awards for Service Quality, Trauma ... |
| | | | ... in 2021. Over the one year and three-year periods ending December 2021, 42.2% and 62.7% of funds were beaten by the benchmark, respectively. In Aussie mid and small caps 42.4% of funds failed to beat the benchmark on a one-year basis, and 44.3% failed ... |
| | | | ... Super performance test too, with 77% of survey respondents saying that they think the performance test will lead to more benchmark-like returns. In terms of other challenges facing the funds surveyed, 30% said their biggest challenge is attracting and ... |
| | | | The newly independent Principals' Community has retained 92% of previous members after parting ways with BT Financial Group. The community, headed up Kon Costas, is a service for self-licensed financial advice businesses - offering support, education ... |
| | | | ... and Germany. Since its inception in 2016, the fund has seen an average total calendar year return of 14.19% versus the benchmark's 13.05%. "We have seen the accelerated adoption of sustainable investing options by investors who are looking for a genuine ... |
| | | | ... for its Australian Equities Fund (19.5% p.a.) and Concentrated Australian Equities Fund (19.2% p.a.). The comparable benchmark, the S&P ASX 200 Accumulation Index, returned 9.8% p.a. On a median basis, Rainmaker found that international equities (24.4% ... |
| | | | Schroders has launched a new fund managed directly to the Your Future, Your Super alternatives benchmark, responding to demand from a government super fund now invested in the strategy. The Schroder Global Active Allocation Fund for institutional investors ... |
| | | | The integration of environmental, social and governance concerns (ESG) into investment decisions has well and truly gone mainstream - but there is one element of governance that still flies under the radar for many investors. That is, gender diversity ... |
| | | | ... approach is dissimilar from investing in exchange-traded funds (ETFs), that track an index or mutual funds that follow a benchmark index. Direct indexing allows investors to own the securities that make up an index and hold them in a separately managed ... |
| | | | ... significant risk to investors with actively managed growth style portfolios. Latest analysis from Rainmaker Information shows benchmark returns for Australian equities in January 2022 were about -6% and -2% for currency unhedged international equities. ... |
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