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Showing 661 - 670 of 1362 results for "Balanced"

Retirement income fund launches

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
... outlive their savings. He said an equity income strategy has the potential to reduce this risk and form a key part of a balanced retirement portfolio. Copia Investment Partners chief executive Sam Baillieu said the company is delighted to have partnered ...

Franklin Templeton searches for new Australia head

ALEX BURKE  |  TUESDAY, 18 JUL 2017
... usual. Before joining Franklin Templeton, Wilton was a portfolio manager at Rothschild Australia Asset Management and a balanced fund portfolio manager at County Investment Management. This news follows Franklin Templeton expanding its Australian institutional ...

Australian Ethical awarded industry fund mandate

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUL 2017
... superannuation provider was appointed by Australian Catholic Superannuation and Retirement Fund to manage the sum via its balanced fund, which offers a diversified risk profile spanning all asset classes. The $7 billion Australian Catholic Superannuation ...

AustralianSuper posts annual investment results

EMMA RAPAPORT  |  FRIDAY, 7 JUL 2017
... Australia's largest superannuation fund, with more than $120 billion under management, has returned double digit returns for balanced account members. After taxes and fees, the investment option returned 12.44% for the 2016-17 financial year. According ...

Mystery buyer for $800m Aussie bond record

EMMA RAPAPORT  |  THURSDAY, 6 JUL 2017
... seeking exposure to domestic fixed interest and for blending with international fixed interest strategies to produce a more balanced set of investment outcomes. As at 31 March 2017, Western Asset had approximately $8.4 billion managed in core Australian ...

XTB adds bond SMA to Macquarie Wrap

EMMA RAPAPORT  |  TUESDAY, 27 JUN 2017
... investors," Martin said. "We are proud to be driving fixed income innovation that helps Australian investors achieve more balanced investment portfolios. We look forward to announcing additional new SMA model portfolios in the coming months." The launch ...

Location, location, location: the key to retirement

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2017
... maintain this lifestyle with 75% certainty, Milliman estimates that a superannuation balance of $129,621 invested in a balanced fund would be required. The estimate is based on stochastic modelling assessing thousands of scenarios incorporating the interactions ...

Retail funds closing in on return gap

ALEX BURKE  |  FRIDAY, 9 JUN 2017
... the top-performing workplace MySuper/default options were the LGS Accumulation Scheme - High Growth (14.7%), Hostplus - Balanced (14.2%), CFS FirstChoice Lifestage 1970-1974 (14.1%), SA State Lump Sum Scheme - Growth (13.5%) and Telstra Super Corporate ...

XTB appoints new CIO

ALEX BURKE  |  WEDNESDAY, 7 JUN 2017
... the market." Martin added: "Advisers and their clients continue to recognise the importance of fixed income in a well-balanced portfolio and I am looking forward to continuing to innovate the way in which they can access this important asset class."

Goals-based strategies valuable for retirees: Research

KARREN VERGARA  |  FRIDAY, 2 JUN 2017
... goals to cater to mass retirees. It also reported mass-customised retirement solutions perform better than traditional balanced or target-date funds in reaching investors' goals and have an acceptably low opportunity cost compared to fully-customised ...