Search Results | Showing 691 - 700 of 1005 results for "Accumulation" |
| | | ... 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'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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... ($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 ... |
| | | | ... 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 ... |
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