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Showing 691 - 700 of 1005 results for "Accumulation"

Fund stalwarts draw $6bn in Aus equities mandates

MARK SMITH  |  TUESDAY, 12 MAR 2013
... track records of any Australian equity investor. His Concentrated Equity Fund outperformed the benchmark ASX 300 Accumulation Index by 4.5 percentage points a year over his 13 years at the helm and when he left to start Airlie Funds Management in 2012 ...

Challenger gets Lonsec approval on annuities

LAURA MILLAN  |  MONDAY, 11 MAR 2013
... Challenger's long term strategy and said that today "annuities represent less than 2% of the $59 billion that will move from accumulation to retirement this year." He said that the company aims for annuities to go from 2% to 30%, in line with the world's ...

Distilling the 'why' unlocks social media success

MARK STORY  |  TUESDAY, 5 FEB 2013
... stupid and inadequate - Battye set about building an alternative model for his business. "Financial advice is about accumulation, but the problem is accumulation doesn't make people happy - spending makes people happy," Battye advises. Having recognised ...

MLC launches advice service for uber wealthy

MARK SMITH  |  WEDNESDAY, 23 JAN 2013
... assets but Karagianis explains that this approach is not appropriate for everyone. "For many UNHW clients, wealth accumulation is not a priority; they have been able to generate wealth successfully from their own activities. We find many UHNW clients ...

Don't forget to remind DB members: ASIC

MARK SMITH  |  MONDAY, 21 JAN 2013
... statement. "While investors in defined benefit funds are typically less affected by investment markets than those in accumulation funds, the GFC highlighted that prolonged market falls can impact a defined benefit fund if there is a funding shortfall ...

Super funds shouldn't abandon small-cap active managers

MARK SMITH  |  FRIDAY, 18 JAN 2013
... Premium Small Cap fund returned 42.3% in 2012, more than six times the 6.6% achieved by the S&P/ASX Small Ordinaries Accumulation Index. While impressive, this result was indicative performance across the small-cap sector last year. Virtually all small-cap ...

Structural shifts reposition EMs as less risky investments

MARK SMITH  |  WEDNESDAY, 16 JAN 2013
... robust as it is now, particularly in comparison to many developed countries." GDP growth, foreign exchange reserve accumulation, current account surpluses, a growing middle class, robust fiscal and monetary policies and the stability of local institutions ...

Super is back in favour

MARK SMITH  |  THURSDAY, 10 JAN 2013
... ($28.2 billion), industry funds 30.2% ($27.5 billion) and corporate funds 4.1% ($3.7 billion). For large funds, total accumulation retirement benefits are estimated to be 82.7% of total assets, or $759.0 billion, at 30 June 2012, with 17.3% or $158.5 ...

Down, down interest rates are down

BENJAMIN ONG  |  WEDNESDAY, 5 DEC 2012

Regal Long Short Aust EF 'highly recommended'

MARK STORY  |  TUESDAY, 4 DEC 2012
... management," said Collins. The Regal Long Short Australian Equity Fund aims to materially outperform the S&P/ASX 300 Accumulation Index net of fees over a rolling five year period. Total returns to the end of October 2012 (after fees and since the Fund's ...