Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 701 - 710 of 820 results for "Retail fund"

Charter Hall closes retail fund oversubscribed

More than 40 financial planning groups have signed up to the first retail offering of Charter Hall Group, a listed property funds and development company that started life managing wholesale capital only. The group's Umbrella fund raised a total of ...

Commissions could breach sole purpose test

CHRIS NICHOLLS  |  FRIDAY, 16 NOV 2007
... fund subsidised such advice, it would breach the sole purpose test. "Therefore the obligation of the trustee of a retail fund is to ensure the commissions they're paying, they're just paying for advice for superannuation. And that's consistent with APRA's ...

Super switchers fall

CHRIS NICHOLLS  |  MONDAY, 5 NOV 2007
... 2005. Of those who switched, the largest percentage switched to industry funds (4.2 per cent net gain), with the best retail fund gaining 1.9 per cent. However, planner independence still remained in question, with the big six financial planning groups ...

ING IM tailored to suit

ING Investment Management has restructured its existing management team to cater for recent developments in the investments industry, particularly growing institutional demand for alpha/beta-specific strategies. It's not quite a radical departure from ...

Integrity opens to retail

... equities head Paul Fiani, hits the ground running with $400 million in institutional money already invested and a new retail fund launched last week. The Integrity Australian Share fund, loosely modeled on the same value-focused investment strategy that ...

The real choice battlefront: direct versus intermediated

ALEX DUNNIN  |  TUESDAY, 11 SEP 2007
InvestmentLink's latest super choice index confirms that funds without either very strong distribution networks or powerful brands able to attract self-directed investors will struggle to gain momentum under super choice. The report is based on InvestmentLink's ...

Compare the pair campaign is back

ALEX DUNNIN  |  MONDAY, 10 SEP 2007
... release of several 2006-07 performance surveys that show the normal-1-2 per cent advantage industry funds have over retail fund in default investment choices nearly doubled to more than 3 per cent. "[But] while the projections used in the campaign are ...

ING launches SMSF kit

CHRIS NICHOLLS  |  WEDNESDAY, 5 SEP 2007
ING has launched a new self managed super fund (SMSF) starter kit, called ING DIY Super Service, to help individuals establish and manage an SMSF with an adviser's help. Clients, through their adviser, will be able to use more sophisticated wealth management ...

Governance key to improving returns

CHRIS NICHOLLS  |  MONDAY, 13 AUG 2007
Improved governance, risk management and alignment of interests, not investment beliefs, scale and efficient implementation, are key to significantly improving investor returns, according to FuturePlus chief investment officer Terry Newson. Referring ...

ASFA changes guard

CHRIS NICHOLLS  |  MONDAY, 6 AUG 2007
Pauline Vamos, former principal of Vamos Consulting, has been appointed new chief executive of ASFA, starting early September 2007. ASFA's membership base made up of industry funds, corporate, public sector and retail funds, service providers and individual ...