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Showing 41 - 50 of 753 results for "Conservative"

First Sentier to enter Australian ETF market

ANDREW MCKEAN | MONDAY, 14 APR 2025

First Sentier Investors is expecting to list its first exchange-traded fund (ETF) on the ASX in mid-May. The listing of the First Sentier Geared Australian Share Fund Complex ETF (ASX: LEVR) will provide advisers and investors with listed access to ...

Hostplus limits investment options

ELIZA BAVIN | FRIDAY, 11 APR 2025

... changes will be made to the defined benefit reserve investment strategy, switching from bespoke investments to the Conservative Balanced investment option. "[The changes] aim to provide greater certainty that the defined benefit reserve will be available ...

Short-term noise reinforces long-term investment thinking: ART

KARREN VERGARA | FRIDAY, 11 APR 2025

... absolutely, 'yes'," Parker said. "Given that interest rates and bond yields are higher, and the future returns of conservative assets such as deposit rates are higher, more conservative members, on the other hand, can expect positive real returns."

Next decade could bring back the conservative portfolio

ELIZA BAVIN | FRIDAY, 21 FEB 2025

... real return. I couldn't have done that five years ago. "So, we're actually seeing future returns from very conservative portfolios now look considerably better than they did five years ago, when bonds were obscenely low." As Parker mentioned ...

Shift needed in retirement income advice: Allianz Retire+

MATTHEW WAI | FRIDAY, 14 FEB 2025

... an investment approach which is either too aggressive, increasing the risk of knee jerk investor behaviour, or too conservative, threatening the sustainability of income flows." The solution to efficiently tackle this aspect would be asking "questions ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA | TUESDAY, 11 FEB 2025

... five separately managed accounts (SMA) for retail investors. The five diversified risk-based model portfolios of Conservative, Moderate, Balanced, Growth, and High Growth are now available on Praemium. Briefcase chief executive Josh Persky said the SMAs ...

Nuveen raises over $400m for real estate debt strategy

MATTHEW WAI | THURSDAY, 5 DEC 2024

... institutions to diversify their portfolios whilst looking to achieve stable returns. "Our focus is institutional borrowers, conservative lending parameters and prime assets or projects in sectors that benefit most from Australia's high population ...

Australian Retirement Trust primed for growth: Morningstar

JAMIE WILLIAMSON | FRIDAY, 29 NOV 2024

... $500 billion by 2030. The research house gave ART's MySuper option a Gold Medalist Rating, as with the High Growth, Conservative, and Balanced Risk Adjusted options, while its Conservative Balanced option was handed a Silver.

Hostplus ups fees, makes $125m investment

ELIZA BAVIN | WEDNESDAY, 27 NOV 2024

... changes to its investment fees and costs for FY23/24, increasing them between 0.06% to 0.16%. Members invested in the Conservative Balanced option and the Capital Stable option saw fees rise 10bps from 0.69% and 0.59%, respectively, to 0.79% and 0.69%. ...

Qantas Super standardises offset account investments

ANDREW MCKEAN | WEDNESDAY, 6 NOV 2024

... returns by reference to the DB rate, with the exception of members whose offset accounts are invested in cash or conservative options. "Standardising the way that offset accounts are invested will ensure a fairer approach for all members," Qantas Super ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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