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Showing 571 - 580 of 1482 results for "managed funds"

SMSF investors shift gears

EMMA RAPAPORT  |  MONDAY, 27 MAR 2017
... fully diversified portfolio yet more than 50% of the portfolio is invested in just one investment type outside of managed funds. AMP Capital head of self-directed wealth and SMSF Tim Keegan says this presents an opportunity for advisers to help SMSF ...

ETFs attracting insto appetites: VanEck

ALEX BURKE  |  MONDAY, 27 MAR 2017
... considering the use of smart beta ETFs, noting that for some, these products are actually replacing exposure to actively-managed funds.

CFS knuckles down on managed accounts

JAMIE WILLIAMSON  |  MONDAY, 27 MAR 2017
... called managed portfolios, but for simplicity we're using the banner of managed accounts. It's about a suite of managed funds within a construct to enable the advisers to make really efficient portfolio changes." Chun said CFS believes that advice businesses ...

Gen Y prefers liquid investments: KPMG

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAR 2017
Generation Y professionals favour short-term investments with only 12% investing in products such as managed funds and ETFs. This is a key finding of KPMG's Banking on the Future 2017 report which shows Gen Y prefers liquid investments that can easily ...

BT Panorama adds super and insurance

ALEX BURKE  |  MONDAY, 27 FEB 2017
... The platform also recently integrated BT's new sustainaiblity scoring for investments, which tracks more than 200 managed funds and the top 200 ASX stocks across multiple key sustainability factors. BTFG head of sustainability Emma Pringle said: "It ...

Awareness of sustainable investing grows

JAMIE WILLIAMSON  |  FRIDAY, 24 FEB 2017
... around key sustainability factors. The scoring is integrated into BT Panorama's investment menu of more than 200 managed funds and the ASX200. Companies are scored by combining an overall 'sustainability score' as well as individual scores for the three ...

Perpetual growing high net worth segment

KARREN VERGARA  |  THURSDAY, 23 FEB 2017
... equities asset management, professional financial advice to high net worth clients, as well as debt markets and managed funds services. Based on these strong franchises we're making good progress on our strategic extensions," Lloyd said.

Active returns at their worst since 2009

ALEX BURKE  |  WEDNESDAY, 22 FEB 2017
The majority of Australian actively-managed funds in all categories underperformed their respective benchmarks in calendar 2016 - the first time this has happened since 2009. Over the 12 months to December 31, the 2016 S&P Dow Jones Indices Versus Active ...

Super funds receive guidance on RG97

DARREN SNYDER  |  TUESDAY, 21 FEB 2017
... covered by the extension; what investment options a superannuation trustee or an IDPS should report to ASIC; what managed funds a responsible entity should report to ASIC; what fees and costs information about platform products like super wraps and IDPSs ...

Vanguard introduces low-cost active funds

EMMA RAPAPORT  |  MONDAY, 20 FEB 2017
... active equity funds of 1.23%*. Vanguard Australia manages more than $115 billion of assets for investors across 43 managed funds, 17 exchange traded funds and a range of separately managed accounts. *Source: Vanguard analysis of Morningstar data, as ...