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Showing 51 - 60 of 1001 results for "Accumulation"

IML debuts income-focused ETF

KARREN VERGARA  |  TUESDAY, 2 SEP 2025
... EQIN aims to provide a dividend yield after fees and expenses and before taxes that exceeds 2% above the S&P/ASX 300 Accumulation Index on a rolling four-year basis. The fund invests in a combination of ASX-listed shares, hybrids, bought and sold options ...

ECP joins Future Generation Women lineup

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
... fund returned 4.7% since its inception in December last year for Australian equities, well below the S&P/ASX 300 Accumulation Index benchmark (8.9%). Global equities returned slightly better at 6.9% but also underperformed against its benchmark - the ...

ASIC flags firm grip on private and public markets, super funds

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
... reaching superannuation preservation age in the next 10 years, and at least $750 billion in funds shifting from the accumulation phase to the retirement phase, superannuation trustees must do better." Members being pressured to switch superannuation ...

Treasury launches retirement phase consultations

KARREN VERGARA  |  FRIDAY, 8 AUG 2025
... focus from trustees on retirement outcomes for their members as there has been on high investment returns in the accumulation phase," Treasury said. Once these are finalised, APRA will take over the consultation on how to give effect to the collection ...

Australian Ethical lifts investment fees

ELIZA BAVIN  |  WEDNESDAY, 6 AUG 2025
... the Conservative option will see investment fees and costs rise 0.06% from 0.68% to 0.74%, those in the Balanced (accumulation) option will see an increase of 0.01% to 0.82%. Those in the growth and High Growth options will see fees rise 0.06% and 0.04% ...

First Super reduces admin fees

JAMIE WILLIAMSON  |  TUESDAY, 5 AUG 2025
... cutting administration fees for most of its members. From September 1, the flat administration fee paid by First Super accumulation members each week is dropping from $1.87 to $1.65. The reduction equates to a saving of $10 per year. The asset-based ...

Future Generation delivers 10.8%, increases dividend

ELIZA BAVIN  |  THURSDAY, 24 JUL 2025
... greatest potential for long-term outperformance. "Over the past 12 months to 30 June 2025 the S&P/ASX All Ordinaries Accumulation Index outperformed the S&P/ASX Small Ordinaries Accumulation Index by 0.9%, largely due to the concentrated performance ...

TAL, Challenger help launch MLC Retirement Boost

KARREN VERGARA  |  TUESDAY, 15 JUL 2025
... clients from August. Insignia Financial chief executive Scott Hartley said until now the super industry has treated the accumulation and decumulation phases entirely separately, and "we don't think that accurately reflects how most people view retirement." ...

ART inks mandate with Zurich

KARREN VERGARA  |  MONDAY, 14 JUL 2025
... insurer for our Super Savings account holders," an ART spokesperson said. Super Savings accounts are available to accumulation, defined benefit and lifecycle investment strategy members. According to APRA's March 2025 statistics, there are 92,920 ...

Brighter Super default members earn 11% in FY25

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
... horizons of 10.3% p.a., 8.2% p.a. and 7.2% p.a. respectively. The super fund earned double-digit returns in eight accumulation and pension options for the 12 months to 30 June 2025. "This is a great result for members, given the volatility the markets ...