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Showing 741 - 750 of 1005 results for "Accumulation"

Lonsec hands Solaris top rating

MATT WOODINGTON  |  FRIDAY, 21 OCT 2011
... disappointing recent returns. The fund, which has a portfolio of 40-70 stocks, aims to outperform the S&P/ASX 200 Accumulation Index by 3% per annum over rolling three-year periods, while maintaining a tracking error of 2-4% pa. The fund has generated ...

Matrix adds new member firm

RACHEL DAVIS  |  WEDNESDAY, 19 OCT 2011
... product research," said Hres. Macquarie Partners Financial Advisory services a range of clients in the areas of wealth accumulation, superannuation, pre-retirement and retirement planning, personal and business life insurance, aged care and estate planning. ...

Market Wrap - Morning

AAP  |  TUESDAY, 18 OCT 2011
SYDNEY, Oct 18 AAP - A roundup of trading on major world markets: NEW YORK - US equity markets sank Monday after a three-week rally after a meeting of G20 finance chiefs failed to boost confidence that a solution to the eurozone debt crisis is near. ...

Platforms welcome Solaris' performance fee equity fund

MATT WOODINGTON  |  WEDNESDAY, 12 OCT 2011
... distribution lists. The Performance Fee Option (PFO) only charges a performance fee if the fund outperforms the S&P/ASX200 Accumulation Index benchmark. Investors pay an administration fee of 0.10% per annum. "The word 'alignment' is often bandied about ...

Boutique focus with new super product: Bendigo Wealth

ELISE BURGESS  |  FRIDAY, 30 SEP 2011
... fee of $98 and fully flexible insurance options. The Bendigo SmartStart Super, to be launched on October 1, is an accumulation superannuation plan that advisers can alter to suit the needs of their clients along with the option to add their own optional ...

Family office aligns with hedge fund

ELISE BURGESS  |  TUESDAY, 27 SEP 2011
... Judd Sydney, said family trusts are once again proving popular thanks to their ability to offer benefits in wealth accumulation and intergenerational wealth transfer, despite the uncertainty around its tax rules. "It is true there has been a hardening ...

Apostle partners with US risk management specialist

ELISE BURGESS  |  MONDAY, 26 SEP 2011
... Associates, Mark Kritzman, with Stan Shelton as managing partner. "Our ability to meet retirement investor needs for accumulation and income generation through a single product that is first and foremost risk-centric and, secondarily, has upside potential ...

Qantas Super makes delayed fund departure

MATT WOODINGTON  |  THURSDAY, 22 SEP 2011
... deliver strong outperformance over the longer term investment horizon." Constellation has outperformed the ASX300 Accumulation Index by 1.7% since its inception in 1999. "We see opportunities all over the place but you have to take a longer term focus ...

AvSuper awards double alternatives mandate

MATT WOODINGTON  |  MONDAY, 19 SEP 2011
... alternative investments. As well as training as a cadet in a super administrator working with defined benefits and accumulation accounts, Malpass has worked as an aircraft engine and airframe technician with the RAAF.

Bennelong absolute return fund earns top rating

MATT WOODINGTON  |  MONDAY, 12 SEP 2011
... achieve double-digit returns through an investment cycle, noted Zenith, significantly outperforming the S&P/ASX 300 Accumulation Index and recording consistent outperformance in falling markets. "We're looking forward to growing our fund and harnessing ...