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Showing 41 - 50 of 1389 results for "Balanced"

ASIC bans another former MWL adviser

ELIZA BAVIN  |  THURSDAY, 23 APR 2026
... class and the Growth class of the Shield Master Fund (Shield) which were high risk investments, or they invest in the Balanced and Conservative classes which were medium risk investments. ASIC also found Morgan's Statements of Advice to his clients contained ...

Rest strengthens investment approach, digital member services

MATTHEW WAI  |  THURSDAY, 16 APR 2026
... and pension offerings. Its default Growth option returned -2.03% during the March quarter, while its pension default Balanced option delivered -1.55% in the same period. Rest lamented the performance was the result of the developments across the Middle ...

Prime Super tweaks fees across offerings

RIDDHIMA TALWANI  |  TUESDAY, 7 APR 2026
... the current rate of 0.33%. Prime Super is also raising its estimated investment fees and costs from June 1. The MySuper/Balanced, Managed Growth, Alternatives, Conservative and Income Focused options will see a rise of two percentage points. Australian ...

Fiducian to pay $7.3m greenwashing fine

KARREN VERGARA  |  TUESDAY, 31 MAR 2026
... will soon be set to finalise the proceedings by the NSW Supreme Court. Fiducian offers four core funds - Capital Stable, Balanced, Growth and Ultra Growth. The funds management unit reported $6 billion in assets at the end of 2025, up from $5.6 billion ...

Australian Ethical makes changes to super menu, fees

JAMIE WILLIAMSON  |  TUESDAY, 24 MAR 2026
... the Growth option without the elevated risk profile. At the same time, from June it will introduce a new Conservative Balanced investment option for accumulation and pension members. It will aim to achieve returns of 2.25% per annum above inflation over ...

March RBA hike now on the cards

ELIZA BAVIN  |  THURSDAY, 12 MAR 2026
... feedback which typically emerges in official communications," Ang said. "While recent official commentary has been largely balanced on risks stemming from the Iran conflict, there is the possibility of liaison feedback intensifying RBA concerns of cost ...

Fixed income becoming an ETP staple: Rainmaker

RIDDHIMA TALWANI  |  THURSDAY, 12 MAR 2026
... equities, which accounted for 43% of allocations. Australian equities and cash & fixed income each captured 24%, reflecting a balanced mix of growth and defensive positioning," the report said.

Former ASIC deputy chair Crennan steps in as York St Capital chair

RIDDHIMA TALWANI  |  WEDNESDAY, 4 MAR 2026
... and credibility elevate the entire organisation," Grant said. "York St Capital has always been focused on delivering balanced long-term performance, but equally on building a firm that is trusted and durable. Dan's appointment is a defining step forward ...

A comfortable retirement now costs more than ever

RIDDHIMA TALWANI  |  TUESDAY, 24 FEB 2026
... with $645,000. "That's because super funds have delivered exceptional returns in the last few years. The average balanced fund returned 9.9% in 2023, 11.4% in 2024, and 9.3% in 2025. That's cumulative growth of nearly 35% over three years, well ...

First half steady, net inflows positive for Fiducian

KARREN VERGARA  |  MONDAY, 16 FEB 2026
... statutory NPAT for the group jumped 15% year on year to $9.9 million. Fiducian has four core funds - Capital Stable, Balanced, Growth and Ultra Growth. During November 2025, the strategies experienced sharp declines in risk assets or equity investments. ...