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Showing 721 - 730 of 1004 results for "Accumulation"

BlackRock funds target new investment climate

BEN COLLINS  |  TUESDAY, 8 MAY 2012
... Australian Equity Opportunities Fund (BAEOF) aims to deliver returns that are 8% per annum above the S&P/ ASX 200 Accumulation Index (before fees) over rolling 3-year periods. "We think the Fund provides a superior way of investing in the Australian ...

Report assesses super allocation issues

ELISE BURGESS  |  MONDAY, 16 APR 2012
... provide for those in and nearing retirement whilst still providing for the bulk of their members who remain in the accumulation phase." Rice Warner said that while there was no simple approach that will properly deal with every individual member's circumstances ...

SWFs have liabilities to manage too

ALEX DUNNIN  |  THURSDAY, 5 APR 2012
... perception that SWFs do not have liabilities to match against and so investment managers continue to present them with accumulation oriented products and investment strategies. "There are three kinds of SWFs - natural resources funds (eg Abu Dhabi and ...

Market Wrap

AAP  |  FRIDAY, 30 MAR 2012
... Friday. No one really wants to put themselves out on a Friday," Mr Smith said. Mr Smith said the market was in an accumulation phase, highlighted by the seven per cent improvement in the S&P/ASX200 since the start of 2012. "We've made a break to the ...

Calls for super industry to up focus on beta

MELANIE TIMBRELL  |  TUESDAY, 20 MAR 2012
... corrected in the way funds are assessed in terms of returns and mandates. "In our world we've got choice and we're accumulation funds. Those in particular accelerate this view that people can move their money at any point so the rating agencies and who's ...

Growth in popularity of lifecycle strategies: PIMCO

CLAIRE MCGREAL  |  WEDNESDAY, 29 FEB 2012
... income oriented investments as they approach retirement by introducing a lifecycle approach as the default option for accumulation and decumulation investment strategies," said Wilson. "Lifecycle strategies focus on growth assets in the early years ...

CommInsure secures Tasmanian public sector fund mandate

CLAIRE MCGREAL  |  MONDAY, 27 FEB 2012
... appointed CommInsure as its external group insurance provider. Since mid-January, 62,000 members of the fund's Tasmanian Accumulation Scheme (TAS) have been transitioned to the CBA-owned life insurer, to underwrite death and incapacity insurance. "An ...

GM shuts down DB fund

ALEX DUNNIN  |  THURSDAY, 16 FEB 2012
... inevitable and announced it will shut its defined benefit pension fund and move salaried employees into the company's accumulation 401(k) scheme, citing balance sheet risk. The car manufacturing world heavy weight got into trouble in 2009 during the ...

OneVue adds retail super to platform

MELANIE TIMBRELL  |  THURSDAY, 9 FEB 2012
... or traditional retail superannuation offerings," she said. OneStepSUPER clients will have the ability to hold an accumulation account, as well as transition-to-retirement and account-based-pension options.

ASIC questioned over new powers

ELISE BURGESS  |  WEDNESDAY, 25 JAN 2012
... apparent with many clients initially wanting to know when they could retire, but instead left the adviser with a new accumulation product.