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Showing 651 - 660 of 1004 results for "Accumulation"

Dalton Nicol Reid consistency rewarded with Lonsec upgrade

MARK SMITH  |  MONDAY, 21 OCT 2013
... received a 'Recommended' rating from research house Lonsec. The model portfolio aims to outperform the S&P/ASX 200 Accumulation Index by 4% per annum over rolling three year periods by investing in a portfolio of around 15-30 stocks. Dalton Nicol Reid ...

AustralianSuper awards Sevior $1.2bn mandate

LAURA MILLAN  |  TUESDAY, 8 OCT 2013
... track records of any Australian equity investor. His Concentrated Equity Fund outperformed the benchmark ASX 300 Accumulation Index by 4.5% a year over his 13 years as head of Equities. When he left to start Airlie Funds Management in 2012, nearly $3 ...

Super funds post 15.3 pct return for August

STAFF WRITER  |  THURSDAY, 3 OCT 2013
... index super fund returns are still near their best in almost three years. "The results remain so high because the ASX accumulation index delivered 24% over the 12 months and international shares a massive 37% although that's down from a mind blowing ...

NAB launches new set of real return portfolios

ALICE URIBE  |  WEDNESDAY, 2 OCT 2013
... already in retirement), MLC Inflation Plus - Moderate (pre-retirement phase) and MLC Inflation Plus - Assertive (accumulation phase). Armitage said that investment portfolios were a way of providing more reliable outcomes for retirees, as well as other ...

Wealth Within targets SMSFs with new platform

ALICE URIBE  |  WEDNESDAY, 2 OCT 2013
... Within's desire to capture the growing SMSF market. "It provides the ability for SMSFs to move seamlessly from the accumulation phase to an account-based pension without triggering capital gains tax and while maintaining investors' existing investments," ...

BT in search of new Super GM

LAURA MILLAN  |  WEDNESDAY, 2 OCT 2013
... opportunity is a must-win category for our business and a key part of this is delivering to customers in the early accumulation stage through Retail and Corporate Super."

SMSFs missing out on overseas performance

MARK SMITH  |  THURSDAY, 19 SEP 2013

Super returns climb to 16.8 pct

STAFF WRITER  |  TUESDAY, 10 SEP 2013
... years. Explaining why the result was so high, Rainmaker - who conducts the research for SelectingSuper - said the ASX accumulation index delivered 23% over the 12 months and international shares earning a whopping 45%, obviously reinforced by the 12% ...

CFS adds Tyndall Australian share fund to FirstWrap

ALICE URIBE  |  MONDAY, 2 SEP 2013
... long-term capital growth and income by investing in a concentrated selection of shares included in the S&P/ASX 200 Accumulation Index.A Since its launch to the retail market, the fund has been rated 'recommended' by Zenith. FirstWrap is a full service ...

Mercer gives taster of MySuper product

JAMES FERNYHOUGH  |  WEDNESDAY, 28 AUG 2013
... rather than 10-year cohorts, and said the fund is "whole-of-life". "We don't just think you should be looking at the accumulation phase of a member's life when you're developing a solution for superannuation," he said. "Our solution takes a member all ...