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Showing 661 - 670 of 1004 results for "Accumulation"

SSgA launches cheap lifestyle funds

MARK SMITH | TUESDAY, 20 AUG 2013

... are aimed at investors at different stages in their investment journey. The Builder Strategy is for people in the accumulation phase, the Sustainer Strategy is for investors who are nearing preservation age and desire better capital protection, and the ...

Performance fees boost K2 profits in 2013

MARK SMITH | MONDAY, 19 AUG 2013

... K2 Australian Absolute Return Fund returned 26.1% in the full year to 30 June versus 20.7% from the All Ordinaries Accumulation Index. The K2 Asian Absolute Return Fund also outperformed, returning 30.2%, compared to 22.5% from the benchmark. The K2 ...

Super fund average 14.6% for 2012-13

STAFF WRITERS | FRIDAY, 2 AUG 2013

... Explaining why the SelectingSuper Workplace rolling 12 month default option index result is so high is that the ASX accumulation index delivered 22% over the 12 months and international shares a staggering 33%, the latter pushed along by the 12% fall ...

ATO clarifies when a pension ceases

STAFF WRITERS | THURSDAY, 1 AUG 2013

... income stream is payable and taxable. The Ruling, known as ruling 2013/5, considers the case where a member with an accumulation interest in a taxed complying superannuation fund commences a superannuation income stream on or after 1 July 2007 that meets ...

Mercer calls for a MyPension product

ALICE URIBE | THURSDAY, 1 AUG 2013

Financial literacy in retirement a human rights issue: AHRC

JAMES FERNYHOUGH | WEDNESDAY, 31 JUL 2013

... unbiased professionals is needed - both for those approaching retirement and for younger people still very much in the accumulation phase of their superannuation." Ryan said the manual was a "beginning point" rather than an authority on any one subject. ...

Advisers warned: take sequencing risk seriously

JAMES FERNYHOUGH | WEDNESDAY, 31 JUL 2013

... this is wrong. "What I'm here to suggest strongly is that sequencing risk actually is alive and well through the accumulation phase," he said. "When you consider recent data suggesting that SMSFs can have around two thirds growth assets and one third ...

Super funds urged to rethink 70/30 structure

JAMES FERNYHOUGH | TUESDAY, 30 JUL 2013

... "As an industry we have failed to effectively manage the key investment risks associated with retirement such as accumulation, longevity, volatility and inflation," Dan Farley, head of SSgA's Investor Solutions Group said. "Furthermore, these considerations ...

Retirees unlikely to recover GFC losses: Cooper

JAMES FERNYHOUGH | MONDAY, 29 JUL 2013

... they had moved their super savings from an account-based pension - which is basically a super fund switched from accumulation to drawdown mode - into a defensive or conservative investment option before the crisis hit. "A four year average of 8.8% p.a. ...

Perpetual attributes FUM decline to market falls

MARK SMITH | FRIDAY, 26 JUL 2013

... June 2013. The fund manager attributed the fall to weaker equity market performance, noting that the S&P/ASX 300 Accumulation index fell 2.8%. On a year-on-year basis, FUM increased by 11.9% or $2.7 billion to $25.3 billion as at 30 June 2012. Perpetual ...

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Global X awards mandate for ETF business

ELIZA BAVIN | 12:33PM

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA | 11:56AM

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI | 11:09AM

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA | 12:20PM

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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