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Showing 51 - 60 of 943 results for "Investment Portfolio"

WAM eyes Platinum LIC

KARREN VERGARA  |  FRIDAY, 15 AUG 2025
... Capital's Global Long Short Investment strategy (GLSF). Under its new management, WAM plans to manage PMC's investment portfolio using the strategy used by WAM Global, also an ASX-listed LIC under WGB. This includes research-driven and market-driven ...

Geopolitics, private credit force insurers to 'shift gears': Janus Henderson

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
... captures insights from 20 insurance firms, revealing an increased appetite towards risk as 47% plan to increase investment portfolio risk in the next 12 months. The report also found that although strong returns remain the key investment objective, the ...

Overcoming the three-body problem in advice

JAMIE WILLIAMSON  |  FRIDAY, 1 AUG 2025
... advice, the three components that make up the three-body problem are the financial plan, human emotions and the investment portfolio. When something goes wrong in the markets, how a client responds can derail even the best-laid plans, Innova Asset Management ...

Future Generation delivers 10.8%, increases dividend

ELIZA BAVIN  |  THURSDAY, 24 JUL 2025
... bono fund managers, whose disciplined investment approach has resulted in the Future Generation Australia investment portfolio outperformance since inception, with less risk than the broader market," Gurney said. "The Future Generation Australia Investment ...

Mercer SmartPath returns exceed 12%

KARREN VERGARA  |  TUESDAY, 8 JUL 2025
Mercer Super Trust's default lifecycle option made more than 12% p.a. for the 2025 financial year for members aged between 18 and 52. The Mercer SmartPath returned between 12.3% p.a. and 12.6% p.a. For the same age range over a five-year horizon ...

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
AMP North has partnered with BlackRock and Lonsec to launch a model portfolio offering. North introduced its "market first" 'Blend' capability today, which enables advice practices to customise assets within model portfolios. The latest model portfolios ...

InvestSMART names chief operating officer

ELIZA BAVIN  |  THURSDAY, 26 JUN 2025
InvestSMART has named Andrew Ward as its chief operating officer in the newly created role, effective July 1. Ward is currently, and will continue to be, InvestSMART's chief financial officer along with taking on the new role. InvestSMART said the role ...

ASIC calls on AFS licensees to 'step up'

ELIZA BAVIN  |  TUESDAY, 24 JUN 2025
The Australian Securities and Investments Commission (ASIC) has issued a warning about share sale fraud after a spike in reports of stolen shares due to identify theft. ASIC said it has conducted an industry review and provided updated guidance for ...

Geopolitical risks force family offices into alternatives, cash: Survey

KARREN VERGARA  |  WEDNESDAY, 18 JUN 2025
Geopolitical uncertainties are forcing family offices out of US equities, diversifying into cash and liquid alternatives, according to BlackRock's annual Global Family Office Survey. Global family offices find themselves in "risk-management mode" ...

Superhero plans 'mass affluent' wealth play

JAMIE WILLIAMSON  |  MONDAY, 2 JUN 2025
Superhero has welcomed its first chief investment officer, as it targets Australians seeking sophisticated solutions without the need for advice. Superhero said it is looking to "evolve beyond traditional sharetrading to offer sophisticated portfolio ...