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Showing 691 - 700 of 4938 results for "fees"

Nuveen, Commonwealth Private partner to launch REIT

CASSANDRA BALDINI  |  FRIDAY, 30 JUN 2023
... Australia." Nuveen said the listed real estate strategy offers monthly liquidity via a share repurchase plan with no performance fees. The REIT also provides resiliency across market cycles through selective investments into commercial real estate debt ...

Smart beta ETP market share matures: Morningstar

ANDREW MCKEAN  |  THURSDAY, 29 JUN 2023
... fee structure within the smart beta ETP segment will continue to face substantial pressure in the coming years. "We expect fees charged by strategic-beta ETPs will remain under significant pressure as providers seek to stand out in a cramped market where ...

Performance test excluding retirement products is "crazy": Podcast

CASSANDRA BALDINI  |  THURSDAY, 29 JUN 2023
... those funds, which are operating higher fee products," he said. "We're not really persuaded by the idea that these higher fees are justified. So, including in the benchmark, a higher fee assumption, we think is heading in the wrong direction." Linden ...

Trustees must do better on account consolidation: ASIC

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2023
... worse off in retirement. Following the review, three super trustees have commenced remediation programs aimed at refunding fees and premiums paid on multiple accounts that were not identified. While ASIC did not name the trustees remediating members ...

Dealer group adopts profit-for-purpose model

CHLOE WALKER  |  THURSDAY, 29 JUN 2023
... OpenInvest. At the time, Spark Financial Group chief executive and founder Arthur Kallos said all profits from its management fees will be directed to charitable benefactors.

Super funds embrace offshore investment, internal teams

ANDREW MCKEAN  |  WEDNESDAY, 28 JUN 2023
... investments have attractive risk-return characteristics, they also tend to come with higher transaction costs and management fees. A rising number of funds are tackling this issue by building internal investment teams. Internal investment teams Aware ...

abrdn sells local trustee business

CHLOE WALKER  |  TUESDAY, 27 JUN 2023
... "There will be no change in investment strategy, process or team for the abrdn or SGH Funds, nor will there be any change in fees and costs, withdrawal or application processing or client service team," abrdn said. While the custody and administration ...

Anti-hawking laws could dampen super fund advice: Academic

KARREN VERGARA  |  TUESDAY, 27 JUN 2023
... application forms to switch funds and invoiced for advice that was not provided. The member is then charged thousands of dollars in fees to roll the money over, AIST said. Corporate regulator ASIC has been keeping a closer eye on financial services firms ...

URF investors reject K2 as RE

KARREN VERGARA  |  TUESDAY, 20 JUN 2023
... function which would be payable by the Fund, and there are regulatory hurdles to overcome," E&P Financial said. In terms of fees, KAM charges 0.05% (exclusive of GST) and 0.225% in admin fees of gross assets. As RE, E&P Investments charged 0.08% and ...

High value investors playing it safe: Report

CHLOE WALKER  |  TUESDAY, 20 JUN 2023
... non-HVIs when considering potential returns and risks making investment decisions. However, they are less focused on the fees or costs associated with investing and their personal circumstances, and instead are more likely to consider the need for diversification ...