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Showing 51 - 60 of 1049 results for "Versus"

Global X launches Russell 2000 ETF

ANDREW MCKEAN  |  WEDNESDAY, 12 FEB 2025
... In the first six months, the index returned 17% compared to the S&P 500's 15%, and over one year, it delivered 21% versus the S&P 500's 20%.

Transfer balance cap to rise on July 1

JAMIE WILLIAMSON  |  THURSDAY, 30 JAN 2025
... consider include whether the client needs the additional cash flow, and the benefit of accessing the tax-free environment now versus having the additional $100,000 in the retirement phase. "On the second point, generally the later in the financial year ...

Aussie shares cost 8% more on rebalance days: Dimensional

KARREN VERGARA  |  FRIDAY, 24 JAN 2025
... appealing, such as low expense ratios and broad diversification, Dimensional said their objective of minimising tracking error versus an index can lead to implementation costs that "hurt returns." The research also found the "rigidity of having to trade ...

Dexus opts to shutter Asian REIT fund

JAMIE WILLIAMSON  |  THURSDAY, 16 JAN 2025
... in funds under management. This time last year it had double that. As at November 2024, it had a running yield of 8.4% versus its target yield of 6.33%. "Following a strategic review undertaken by DXAM and after careful consideration, it has been decided ...

Insignia takeover heats up, Bain Capital ups bid

KARREN VERGARA  |  MONDAY, 13 JAN 2025
... said CC Capital's bid "vindicates our view that Insignia was undervalued, and that its earnings outlook is brighter versus its 2023-24 levels." "The firm is recovering from past headwinds that hurt its ability to attract and retain client assets ...

Superhero Super assets to swell via fund transfer

JAMIE WILLIAMSON  |  FRIDAY, 20 DEC 2024
... in its lifestage option which only had a one-year return to assess. Over the three years to June 2023, it achieved 3.3% versus the peer median of 7.09%. The successor fund transfer is expected to occur on 1 February 2025.

Permanent disablement claims for mental health explodes

ANDREW MCKEAN  |  THURSDAY, 5 DEC 2024
... attitudes toward mental health, differing levels of assertiveness in pursuing insurance benefits, and differing mental versus physical demands of white- and blue-collar jobs. The impact of mental health on health services and insurance has increased ...

Active managers outperform in limited asset classes, fall short in survivorship

KARREN VERGARA  |  MONDAY, 18 NOV 2024
... went in favour of active management when it comes to Australian bonds. Active managers performed best over 10 years at 2% versus 1.9% as at the end of June 2024. "Active funds in the fixed-income domain have more than made up for their lag in performance ...

HNWIs demand alternatives, platforms lack access

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
... allow access to non-custodial assets," Orrock said. "With 28% of HNW-focused advisers already using non-custodial assets (versus just 11% for advisers focused further down the wealth spectrum) it's likely platforms that are more flexible around asset ...

Trump tariffs cause for concern among Australian investors

ELIZA BAVIN  |  THURSDAY, 7 NOV 2024
... under pressure, Australia will be impacted through second order effects. This will likely keep the Australian dollar weak versus the US dollar." Independent economist Saul Eslake said Trump's victory has sent a "very clear message" to the rest of the ...