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Showing 51 - 60 of 219 results for "Balanced Fund"

Government fund awards mandate

ELIZABETH MCARTHUR  |  MONDAY, 14 DEC 2020
... also selected Pendal to manage its ethical option, transferring the investment to Pendal Group's Sustainable Balanced Fund. ESSSuper said its decision to terminate AMP Capital came as a result of organisational changes. "ESSSuper felt that it was ...

Retail default fund tops performance table

KARREN VERGARA  |  THURSDAY, 3 DEC 2020
... accumulation fund (6.7% p.a.) was the best performer out of a list of 40 products, followed by UniSuper's personal balanced fund (6.4% p.a.). The rest of the top 10 performers, in the three years to October, included AustralianSuper (6% p.a.), Cbus ...

Pinnacle boutique wins super fund mandate

KANIKA SOOD  |  MONDAY, 23 NOV 2020
... Capital as the manager of its $40 million balanced socially responsible option with Pendal Group's Sustainable Balanced Fund.

BT reduces wholesale fees

ELIZA BAVIN  |  TUESDAY, 10 NOV 2020
... 0.12%. The BT Wholesale Multi-manager Growth Fund reduced management fees 0.13% and the BT Wholesale Multi-manager Balanced Fund saw fees reduced 0.08%. Financial Standard previously reported that BT currently facilitates the payment of Ongoing Investor ...

Spaceship delivers for millennials

KARREN VERGARA  |  TUESDAY, 3 NOV 2020
... 0.15% p.a. for administration, 0.8% p.a. for investment management and $78 p.a. for member account-keeping." For its balanced fund (invested in 54.5% listed equities), AustralianSuper for example, charges admin fees of $117 per year ($2.25 per week) ...

AMP awards mandate to BlackRock

KARREN VERGARA  |  TUESDAY, 20 OCT 2020
... to the scheme. As at September 2020, the AMP Default Fund for example, delivered 4.34% p.a. while the AMP Ethical Balanced Fund returned 5.02% p.a. over a three-year period. In transitioning the assets, the firm said it will work with NZWM "to ensure ...

AMP Capital Ethical Leaders loses another mandate

ELIZABETH MCARTHUR  |  THURSDAY, 24 SEP 2020
... option. ESSSuper, the $30 billion government fund for the emergency services, terminated AMP Capital Ethical Leaders Balanced Fund as the sole manager of its "Ethically Minded" investment option. The move was effective from 15 September 2020 and a new ...

AMP tops worst-performing super funds list

KARREN VERGARA  |  TUESDAY, 22 SEP 2020
Retail superannuation funds provided by AMP and OnePath continue to charge high fees and deliver poor returns for members, the latest Fat Cat report shows. For the sixth year in a row, AMP continued to dominate robo-adviser Stockspot's Fat Cat list ...

Super fund axes AMP Capital mandate

JAMIE WILLIAMSON  |  THURSDAY, 10 SEP 2020
Another superannuation fund has pulled its mandate with AMP Capital's Ethical Leaders Balanced Fund, appointing another investment manager to its Balanced Socially responsible option. Legalsuper has terminated AMP Capital as investment manager of ...

AMP Capital's door keeps revolving

ANNABELLE DICKSON  |  FRIDAY, 28 AUG 2020
... endeavours." Le Mesurier oversaw some of AMP Capital's diversified multi-asset funds including Ethical Leaders Balanced Fund and has been instrumental in integrating ESG philosophy across AMP Capital's asset classes. In her place, Darren Beesley ...