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Showing 51 - 60 of 1372 results for "Balanced"

Macquarie terminates more options

KARREN VERGARA  |  FRIDAY, 14 NOV 2025
... Macquarie's own Concentrated Australian Real Estate ceased on October 31. Meanwhile, three of Portfolio Planners' options - Balanced Growth, High Growth and High Income Portfolio - currently have a "soft closure" status. Furthermore, Macquarie ...

ART snags TCorp's alternatives head

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
... billion superannuation giant. Dellit will take on the role of portfolio manager for the fund's Socially Conscious Balanced Option. Dellit spent more than seven years with the investment and financial management partner of the NSW public sector, having ...

SQM Research faces court over 'favourable' rating of Shield

MATTHEW WAI  |  THURSDAY, 13 NOV 2025
... favourable. Keystone Asset Management, the responsible entity of Shield, engaged SQM Research to provide ratings for its Balanced, Conservative and Growth classes in August 2021, according to the court filing. However, throughout the exchange, Ilya Frolov ...

Hostplus introduces retirement bonus payments

ELIZA BAVIN  |  TUESDAY, 11 NOV 2025
... withdrawals, deposits and switches in the account over the 12 months prior to transfer. For example, a member invested in the Balanced (MySuper) option for 12 months prior to opening a Hostplus Pension account with an average account balance of $250,000 ...

HESTA, Vision Super divest Israeli securities

KARREN VERGARA  |  FRIDAY, 7 NOV 2025
... Super's High Growth Socially Conscious had $30.5 million. The highest in the sample was UniSuper's Sustainable Balanced option with a whopping $430.5 million. Its charter claims to "assess companies that breach the UN Global Compact or have otherwise ...

Paradice lists mid cap strategy as ETF

ANGELIQUE MINAS  |  WEDNESDAY, 5 NOV 2025
... making portfolios with ASX 50 exposure vulnerable to sector concentration risks." "Mid caps in contrast, deliver a more balanced sector mix with no single security contributing more than 8% over the past five years. From healthcare and technology to ...

ASIC bans adviser attached to UGC, MWL

ELIZA BAVIN  |  THURSDAY, 23 OCT 2025
... superannuation into the High Growth class or the Growth class of the Shield Master Fund which were high risk investments or the Balanced class which was a medium-high risk investment. Shield also had a limited trading history. ASIC also found that Videkanic's ...

BUSSQ streamlines product offering

JAMIE WILLIAMSON  |  THURSDAY, 16 OCT 2025
... for members in BUSSQ MySuper and Premium Choice. The MySuper product was the default, investing members in the MySuper Balanced Growth option and giving them default insurance cover. Meantime, Premium Choice housed eight investment options and included ...

Treasury unveils major super tax changes

JAMIE WILLIAMSON  |  MONDAY, 13 OCT 2025
... ensuring that it remains targeted even as super balances grow over time." "The policy now reflects a more targeted and balanced approach to superannuation taxation that ensures high earners contribute fairly, while delivering meaningful relief to low-income ...

Australian economy 'at a crossroads': CBA

ELIZA BAVIN  |  MONDAY, 13 OCT 2025
... climbing, and house price movements, the Australian outlook has strengthened. Yet, he said, the path ahead is finely balanced, as inflation has re-emerged as a risk, jobs growth has slowed, and wage gains have eased, while global risks remain high. On ...