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Showing 661 - 670 of 820 results for "Retail fund"

Contributions surge to 25pc of wages

ALEX DUNNIN  |  FRIDAY, 13 MAR 2009
... amount. The new figures are a blow to the retail platform sector as the market share towards SMSFs now exceeds the retail fund share, highlighting that SMSFs are now the preferred structure for investors looking for flexibility and customised superannuation ...

Super assets lose $25bn

RUTH LIEW  |  WEDNESDAY, 11 MAR 2009
Superannuation assets suffered a $25.1 billion loss for the financial year to 30 June 2008 - but smaller funds have bucked the trend to increase assets by 6.7 per cent to $361 billion, according to data released by APRA. The Australian Prudential Regulation ...

Competition not so super

ALEX DUNNIN  |  THURSDAY, 5 MAR 2009
A new report just released by Roy Morgan Research (RMR) reveals attempts to introduce competition into the superannuation market are not working. According to the report, only 3 per cent of super fund members have switched funds in the last twelve months ...

Contributions, efficiencies still matter

ALEX DUNNIN  |  THURSDAY, 5 FEB 2009
Fund losses due to the GFC might reinforce the importance of consistent investment returns, but it's crucial to lift long term contribution rates and make the superannuation system as efficient as possible. Garry Weaven, chairman of Industry Funds Management ...

GFC wipes $80b FUM

RUTH LIEW  |  THURSDAY, 11 DEC 2008
Retail managed funds in Australia suffered nearly $80 billion in losses, according to data from Plan for Life. Overall retail managed funds at the end of September totalled $513 billion, down 15.2 per cent or $78.1 billion over the past year. Macquarie ...

Northward wins Golden Calf

MICHAEL HOBBS  |  FRIDAY, 31 OCT 2008
... quartile investment performance over one, two, three and four year periods since 2004. The firm launched its first retail fund, Northward Capital Australian Equity Trust in April this year. The fund's stock selection is based on fundamental stock research. ...

Retail fund fights back

MICHAEL HOBBS  |  TUESDAY, 28 OCT 2008
... Australian Prudential and Regulatory Authority (APRA) and internal data showed industry funds had outperformed the average retail fund, but the Colonial FirstChoice - Growth fund actually tracked close to the industry fund average. APRA figures from ...

Perennial bears the bear

MICHELLE BALTAZAR  |  THURSDAY, 16 OCT 2008
Fund manager Perennial turns to history to give financial planners cogent tips on how to ride the bear market and even better, beat the doom-and-gloomsters. Any way you describe the events of the last two months would be nothing short of an understatement. ...

Fees cause underperformance, not asset allocation: APRA

ALEX DUNNIN  |  THURSDAY, 16 OCT 2008
The latest research paper from APRA confirms that fees are the major difference in net returns between retail and not-for-profit super funds, not asset allocation or differences in account balances. The paper, Investment Performance, Asset Allocation ...

Lifeplan keeps it in the family

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
Lifeplan Funds Management developed a way for financial advisers to manage the wealth that is passed on to the next generation when a client dies. The retail funds management firm's NextGen Wealth Preserver is structured so the client's funds, upon ...