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Showing 671 - 680 of 1004 results for "Accumulation"

Tyndall concentrated fund gets Zenith 'recommended' rating

ALICE URIBE  |  FRIDAY, 26 JUL 2013
... long-term capital growth and income by investing in a concentrated selection of shares listed on the S&P/ASX 200 Accumulation Index. As at 30 June 2013, the fund returned 29.5% over the previous 12 months (before fees), outperforming the index by 6.2%. ...

Retirees warned: beware the 'great rotation'

JAMES FERNYHOUGH  |  THURSDAY, 4 JUL 2013
... were serious questions for people approaching retirement and looking for a reliable income stream. "Whereas in the accumulation phase there is a focus on real-return growth assets, the investment strategy in the post-retirement world is generally centred ...

SelfWealth to distribute through BGL

LAURA MILLAN  |  TUESDAY, 2 JUL 2013
... to the companies in the ASX200. "SelfWealth will be in a position to provide demographic performance data such as, accumulation phase versus pension phase, Gen Y versus baby boomers and provide an insight into how and why they invest," SelfWealth managing ...

Super set for best year since 2007

ALEX DUNNIN  |  TUESDAY, 2 JUL 2013
... deposits, noted Rainmaker. Explaining why rolling 12 month returns to end May 2013 were so high, Rainmaker said the ASX accumulation index was up 26% over the 12 months and international shares were up 29%. In contrast, domestic and international bonds ...

UniSuper awarded MySuper licence

JAMES FERNYHOUGH  |  FRIDAY, 28 JUN 2013
... been awarded its MySuper licence. The fund's current 'balanced' default option will become its MySuper offering for Accumulation 1, Accumulation 2 and Spouse Account members. "Given the investment strategy of our 'Balanced' option, with its consistently ...

Lonsec and Milliman partner for post-retirement research

MARK SMITH  |  TUESDAY, 11 JUN 2013
... growing number of baby boomers who are entering retirement. "At the moment the industry is focused primarily on wealth accumulation but as people enter retirement their objectives change, and everybody's goals are different," he said. "We think there ...

Super is working but needs to evolve: ASFA

ALEX DUNNIN, JAMES FERNYHOUGH  |  TUESDAY, 4 JUN 2013
... Nonetheless the system is undergoing major transition as it shifts from being primarily focused on pre-retirement accumulation towards post-retirement decumulation. "This will shift the focus to managing longevity risk and funding aged care," said Ian ...

Super funds need low volatility shares for pension portfolios

MARK SMITH  |  MONDAY, 27 MAY 2013
... fund trustees are recognising that the requirements of investors in the pension phase are different to those in the accumulation phase," Tagliaferro told Financial Standard. "The sort of characteristics one wants to have are different because investment ...

Platinum remains bullish on Japan

ALICE URIBE  |  FRIDAY, 24 MAY 2013
... only up 22.3%, due to how strong the Australian dollar has been. This is similar to the return of the S&P/ASX300 Accumulation of 22.7%. Despite this, Platinum remains bullish on Japanese equities, particularly as QE is still well in progress. "When they ...

UniSuper nearly ready to award $25m insurance contract

ALICE URIBE  |  TUESDAY, 21 MAY 2013
... arrangements," McCredden said. The incumbent insurer is Hannover Life Re. Currently part of the insurance with the fund's accumulation product is self-insured. "Under the requirements of the new legislation, this component will be outsourced taking the ...

Editor's Choice

Global X awards mandate for ETF business

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

Bell Asset Management launches small-caps fund

KARREN VERGARA
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
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
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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