Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 41 - 50 of 237 results for "Lower fees"

A solution to active fund underperformance

ANDREW MCKEAN  |  FRIDAY, 12 AUG 2022
... added. Offering an alternative solution, Neiron said there are 'smarter' options, that target similar outcomes but with lower fees. Specifically, he advocated for smart beta products which track an index that differs from the traditional market capitalisation ...

Aware Super adds infrastructure portfolio manager

ELIZABETH FRY  |  FRIDAY, 29 JUL 2022
... infrastructure, but will also help us bring more asset management capabilities in house, which is a vital part of our strategy to lower fees for our members," he added. Last month, Aware Super has established a local property platform and appointed industry ...

Mammoth aggregate returns for ETF investors

ANDREW MCKEAN  |  WEDNESDAY, 15 JUN 2022
... and based on our research, we recommend a simple index ETF as opposed to an active ETF. Not only do simple ETFs have lower fees, but we've also seen these ETFs outperform 90% of their active ETF counterparts." While positive about passive ETFs, Brycki ...

Westpac offloads BT super funds to Mercer

JAMIE WILLIAMSON  |  THURSDAY, 26 MAY 2022
... broadly with the industry to "create a larger superannuation fund with the potential to deliver improves performance, lower fees, and broader member services". "It also maintains continuity of knowledge and service for BT Super members," she said. "I ...

Cbus announces changes to admin fees, premiums

JAMIE WILLIAMSON  |  WEDNESDAY, 11 MAY 2022
... 0.19%. "The benefits of scale are clear, enabling a downward trajectory on fees. Mergers are a contributor to this. Lower fees will help members to grow their super balance," Cbus chief executive Justin Arter said. "Cbus' total product fees are competitive ...

Vanguard hit with US class action

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 MAR 2022
... when previously investors needed $100 million to invest in the institutional product. The institutional product has lower fees. The complaint alleges retirement plans invested in retail funds sold their shares and moved over to cheaper, but otherwise ...

Morningstar cuts fair value estimate for Magellan

ELIZABETH MCARTHUR  |  TUESDAY, 21 DEC 2021
... Magellan's recent underperformance has only begun since November 2020. "We thought institutional clients would negotiate for lower fees rather than terminate Magellan. Regretfully this has not transpired in SJP's case," he said. However, Morningstar ...

More mergers, minimal awareness: KPMG

JAMIE WILLIAMSON  |  THURSDAY, 18 NOV 2021
... more likely to be neutral. Asked what changes they experienced due to the merger, engaged members cited things such as lower fees, greater availability of information online and "a marked improvement in value". "Those surveyed also reported a modest ...

Equip, corporate fund merger complete

JAMIE WILLIAMSON  |  WEDNESDAY, 3 NOV 2021
... in 1937. Equip chief executive Scott Cameron said the merger will deliver a raft of benefits for members including lower fees, greater investment choice and scale benefits. "We've drawn on our strong track record when it comes to managing mergers to ...

Stewart Investors launches fund, drops fees

JAMIE WILLIAMSON  |  FRIDAY, 8 OCT 2021
Stewart Investors is bringing its Worldwide Leaders Sustainability Fund to retail investors, with significantly lower fees. Management fees on the fund will be 0.45%, down from 1.15%. The fund manager said the reduction is made possible by years of ...