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Showing 691 - 700 of 755 results for "Conservative"

Long term returns key to super

... "These results show, yet again, the importance of having a long-term time horizon," it noted. Not surprisingly, the 'conservative' funds performed strongly during the bear market but came last during the bull market. For example, the top performing fund ...

New absolute return bond fund for Julius Baer

... create an approach which is not as aggressive as perhaps a normal absolute return type strategy. "We had to be more conservative and do it without leverage. And doing it like this has been extremely successful for us," he said. The new Julius Baer product ...

Tricom use MIR portfolios for their IMA

... Accounts service is $500,000. Parkes added that in the future the group will consider adding diversified "Balanced" and "Conservative Income" portfolios to their offerings, believing that this will widen the inflow of business from financial planners ...

Navigator expands investment menus

... markets." Navigator's Research Manager Stuart Fechner says that far from discounting equities in preference of more conservative investments, as the population ages there will be a gap for equities products in investor's portfolio plans. "The fact is ...

Russell goes lifecycle

... corporate master trusts, personal master trusts, through advisers or directly. Because the products dial down into more conservative strategies as investors approach retirement, the changing asset mix results in lower investment fees as investors progress. ...

S&P place CFS equity funds on hold

... hold' announcement include the Leaders Funds, Australian Share Funds, Geared Share Funds, Industrial Share Funds, Conservative Funds, Diversified Funds and High Growth Funds.

Vanguard warns investors to consider tax and fees on investments

AAP  |  TUESDAY, 30 AUG 2005
The global chairman of index fund manager Vanguard Group has warned retail investors to consider investments after tax and fees, saying some absolute return products are inappropriate for retail investors. Vanguard chairman and chief executive officer ...

Tyndall awarded Fund Manager of the Year

... included, MFS Premium Income Fund for Australian Mortgage Funds, IOOF Perennial Capital Stable Trust for Balanced Funds - Conservative, Australian Ethical Balanced Trust for Balanced Funds - Neutral and Suncorp Investment Funds Growth for Balanced Funds ...

Sandhurst drives its funds forward

... see the sector and geographic diversification of the portfolio more actively managed." Stanton adds, "the manager's conservative lending approach is not expected to cause any losses and the performance objective should continue to be met." With the vast ...

Suncorp boards with a $35 million mandate win

... Board chose Suncorp because of its competitive price offering and investment philosophy based on a consistent and conservative approach. Roberts says that the Board was looking for a fund manger with a sound record of consistent performance over the ...