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Showing 591 - 600 of 2745 results for "Diversified"

Rest welcomes super heavyweights

ELIZABETH FRY  |  FRIDAY, 10 FEB 2023
... from retirement, including more than one million members aged younger than 35," he said. "Our investment strategy and diversified portfolio are increasingly reflecting this uniquely long-term investing horizon. It's important that we regularly review ...

Alphinity debuts two funds on the ASX

RACHEL ALEMBAKIS  |  WEDNESDAY, 8 FEB 2023
... two funds on the ASX in a bid to reach retail investors. The Alphinity Global Sustainable Equity Fund (XASG) is a diversified portfolio of 25-40 leading global sustainable listed companies that Alphinity deems as having a "net positive alignment" to ...

More DASS complainants flock to AFCA

KARREN VERGARA  |  MONDAY, 6 FEB 2023
... according to ASIC, adding that in some cases, the poor advice resulted in the clients' SMSFs being insufficiently diversified and exposed to risk of capital loss. "Advice that fails to reflect client circumstances − or advice models that lead to ...

Private debt a silver lining of market volatility: QIC

ANDREW MCKEAN  |  TUESDAY, 31 JAN 2023
... well as a moderate correlation to public bond markets. QIC concluded that private debt is an attractive addition to a diversified portfolio for its illiquidity premium, inflation hedge, and attractive risk adjusted returns. "We believe institutional ...

Bloom raises $500k in seed funding

RACHEL ALEMBAKIS  |  FRIDAY, 20 JAN 2023
... Dominic Pym, and with Envato founders Collis and Cyan Ta'eed. Bloom Impact offers retail investors access to a diversified growth portfolio of assets that meet climate impact goals with a minimum investment of $500. The $525,000 seed round funding ...

Stafford Capital Partners launches new fund

CHLOE WALKER  |  WEDNESDAY, 18 JAN 2023
... Stafford Infrastructure Secondaries Fund (SISF V). The fund has a $2 billion target and seeks to provide access to a diversified global infrastructure portfolio, with core infrastructure risk predominately in Europe, North America and Australasia through ...

Apex Group wins fund admin mandate

CASSANDRA BALDINI  |  TUESDAY, 17 JAN 2023
... Capital Prudential's experienced team to focus their attention on generating stable fixed income returns from diversified property development portfolios whilst maintaining a deep focus on capital preservation and risk management," she explained. ...

Global equities to grow in 2023: Plato

CHLOE WALKER  |  MONDAY, 16 JAN 2023
... Daniel Pennell said. "However, we believe global shares will continue to provide Australian investors a great source of diversified income." According to Pennell, in the latter half of last year, large companies such as Microsoft Corp, Johnson & Johnson ...

SWFs shrink for first time ever: Report

CASSANDRA BALDINI  |  MONDAY, 16 JAN 2023
... world's currencies against the USD may affect the geographical allocation." One risk presenting challenges to global diversified portfolios, not as widely recognised by the investment community, is geopolitical tensions. "There is not a single living ...

Industry fund tops personal super tables

ANDREW MCKEAN  |  MONDAY, 16 JAN 2023
... Managed Growth EF (0.6% p.a.), SSMPPS - Smartsave Balanced (1.5% p.a.) and FirstChoice WPS - FirstChoice Wholesale Diversified (1.9% p.a.) delivered the poorest returns. Over this period, Rainmaker data said the median return was 4.3%. On a year-on-year ...