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Showing 51 - 60 of 204 results for "Balanced Fund"

Volatility hits super funds

HARRISON WORLEY  |  TUESDAY, 17 MAR 2020
The current volatility of global financial markets is taking its toll on some of Australia's largest superannuation funds. Latest Rainmaker analysis of superannuation returns and unit pricing shows Australia's large superannuation funds aren't ...

Pendal cuts fee on multi-asset fund

KANIKA SOOD  |  FRIDAY, 6 DEC 2019
... the fees on a $690 million multi-asset fund that has been running for close to 40 years. The Pendal Sustainable Balanced Fund will go from charging 0.90% per annum to 0.80% per annum in management costs. Indirect costs are 0.05% p.a. The fund is managed ...

Merger costs may impact short-term returns: ASI

KANIKA SOOD  |  WEDNESDAY, 4 SEP 2019
... said on an ASI Panel looking at the investment implications of a superannuation fund merger. "So if you look at a balanced fund -- that's assuming it is 50% equities -- that was a 10 bps hit. Obviously that is a one off." Tasplan recouped the costs ...

Future Fund returns 11.5%, crosses $160bn

KANIKA SOOD  |  WEDNESDAY, 28 AUG 2019
... months between December 2018 and June 2019. "You will see that the risk as measured as volatility is more like a balanced fund or a conservative balanced fund yet it has been able to produce... high-growth return on a much lower risk profile," Costello ...

Industry fund overhauls fee structure

KARREN VERGARA  |  THURSDAY, 15 AUG 2019
... example, are split across: investment (0.28%), admin (0.39%) and ICR (0.34%). The EISS Super MySuper Conservative Balanced fund charges 0.24% for investment fees, 0.39% in admin fees and 0.21% in indirect costs. Previously, it charged 0.84% of indirect ...

QSuper lowers balanced fund fees

KARREN VERGARA  |  TUESDAY, 2 JUL 2019
... annum to 0.58% per annum. Its indirect cost ratio decreased from 0.13% per annum to 0.09% per annum. Overall, the balanced fund fees went from 0.95% p.a. to 0.83% - a decrease of 0.12% p.a. For every $50,000 invested in the balanced option for example ...

Ausbil launches dividend income fund

KANIKA SOOD  |  WEDNESDAY, 20 FEB 2019
... benchmark's 2.88% in dividend returns. It was recently added to ASX's mFund's platform and on Hub24. The Ausbil Balanced Fund was a finalist in the 2019 Financial Standard Investment Leadership Awards in the multi-asset - balanced categor ...

Future Fund delivers 5.8%

KANIKA SOOD  |  MONDAY, 11 FEB 2019
The sovereign wealth fund returned 5.8% in the year ending 31 December 2018, beating the median balanced superannuation fund return by a wide margin. The median balanced superannuation fund returned 0.6% in the year to 31 December and even the top quarter ...

Australian Ethical divests IOOF

KARREN VERGARA  |  FRIDAY, 18 JAN 2019
... Australian Ethical on its platform, such as the Australian Ethical Diversified Shares Fund and Australian Ethical Balanced Fund. Australian Ethical head of client relationships Leah Willis said: "With the increasing demand for responsible investment ...

ClearView director dismissed of charges

KANIKA SOOD  |  MONDAY, 14 JAN 2019
... Melanesian Trustee Services Ltd (MTSL) of an attempt to remove and replace the current fund manager of the Pacific Balanced Fund (PBF) by National Superannuation Fund (NASFUND)." "The charge against Mr Brown has not been proven and his employer, NASFUND ...