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Showing 41 - 50 of 180 results for "Asset allocations"

Rest streamlines asset classes

JAMIE WILLIAMSON  |  TUESDAY, 31 AUG 2021
... relative to the new Your Future, Your Super benchmarks," Rest said. In line with the changed categories, benchmark asset allocations have also been changed for its Core Strategy, Capital Stable, Balanced, Diversified, High Growth and Sustainable Growth ...

Colonial First State reports 22.4% in super returns

KANIKA SOOD  |  TUESDAY, 13 JUL 2021
... and tax in FY21. The returns are aggregate across FirstChoice's different lifestages, which have different asset allocations. The 1990-1984 lifestage returned 25.8% while 1965-1969 returned 21.1%. CFS general manager investments Scott Tully said ...

How likely is a super fund to fail YFYS test?

JAMIE WILLIAMSON  |  WEDNESDAY, 7 JUL 2021
... the YFYS benchmark," Unger said. The initial findings over an eight-year period looked at current strategic asset allocations and assumed administration and advice fees in line with the MySuper median fee.

Research reveals factors influencing advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 MAY 2021
... how much investment risk was suitable despite being given the same hypothetical information. When it came to asset allocations, Oxford Risk described those recommended as "scattershot", adding that even when advisers agreed on risk tolerance, they disagreed ...

No more easy 6% returns: Fidelity

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 MAR 2021
... is well and truly over, Doyle said. The repercussions of this are only beginning to be felt, with strategic asset allocations for institutional investors like super funds shifting to keep up. "Thinking about the defensive portion of our investors' portfolios ...

MTAA Super increases premiums amid merger

ELIZABETH MCARTHUR  |  THURSDAY, 18 FEB 2021
... will have a focus on assets with positive environmental and socially responsible characteristics. The strategic asset allocations for most investment options will also change once the merger is completed. A recent opinion poll from Financial Standard ...

Pension plan sued for expensive, active strategy

KARREN VERGARA  |  WEDNESDAY, 2 DEC 2020
... Security Act, such as its obligation to ensure expenses incurred are fair and reasonable. All the investments and asset allocations of the 401(k) were performed by the trustee, the US investment manager's subsidiary Fidelity Management Trust Company ...

LGIAsuper alters asset allocations

KARREN VERGARA  |  TUESDAY, 10 NOV 2020
The $13 billion superannuation fund has made changes to its investment strategy, which included reducing exposure to property and global shares and introducing a new asset class. As of November 1, LGIAsuper reduced its exposure to property, traditional ...

Industry fund updates investment fees

ELIZA BAVIN  |  THURSDAY, 22 OCT 2020
... 0.15% to 0.29%. In addition, the fund announced changes to its investment objectives, standard risk measures and asset allocations. "At Australian Catholic Super, we regularly review the investment strategies and options available to you as a member ...

Perpetual axes geared investment options

ELIZABETH MCARTHUR  |  THURSDAY, 8 OCT 2020
... we sell out of the underlying funds." Members will be automatically switched into other options with similar asset allocations and investment objectives. However, the successor options for the geared funds do not use borrowing as part of their investment ...