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Showing 751 - 760 of 6727 results for "Benchmark"

LGIAsuper alters asset allocations

KARREN VERGARA  |  TUESDAY, 10 NOV 2020
... year. Over a five-year period, LGIAsuper delivered net investment returns of 7.69% per year, but pitted against APRA's benchmark, the product underperformed by 0.46% p.a., while the 75 Plus product underperformed by 0.44% per annum. Rieck said the super ...

Pension funds told to practice what they preach

JAMIE WILLIAMSON  |  TUESDAY, 10 NOV 2020
... implementation and accountability. VBDO said there has been a slow but certain increase in the average total score of the benchmark in recent years, however this year saw a significant drop. Last year the average score came in at 2.7, this year it is ...

Hastings founder launches new fund

KANIKA SOOD  |  MONDAY, 9 NOV 2020
... redemptions capped at 2.5% of the total units on issue. Fees are 45 bps in base fees and 15% in performance fee above a benchmark of CPI plus 4%. Hastings Funds Management was formerly owned by Westpac. It was bought by British asset manager Northill ...

Morningstar's conviction weakened on BlackRock fund

ANNABELLE DICKSON  |  FRIDAY, 6 NOV 2020
... Zaychuk said "[...] we don't think this share class will be able to deliver positive alpha relative to the category benchmark index, explaining its Morningstar Analyst Rating of neutral."

Pengana shutters income-focused fund

KANIKA SOOD  |  THURSDAY, 5 NOV 2020
... Pengana says has similar exposures without the income focus, has delivered 3.45% p.a. in excess return over the ASX 300 benchmark since its inception in July, 2008.

Spaceship delivers for millennials

KARREN VERGARA  |  TUESDAY, 3 NOV 2020
Spaceship is the best-value superannuation for younger members, which, based on new research, is outperforming its competitors by a long shot. Rainmaker's newly-released June 2020 Benchmarking report found Spaceship outclassed its peers in terms ...

Industry fund flags fee cuts

ELIZA BAVIN  |  TUESDAY, 3 NOV 2020
... downgraded by Morningstar after revising its ratings framework. Morningstar said despite the placing an emphasis on benchmark relativities, Sunsuper still remains a worthy choice.

New super benchmarking flawed: Rice Warner

ELIZA BAVIN  |  THURSDAY, 29 OCT 2020
... performance," Rice Warner said. "Some funds have outperformed CPI by 4% to 5% over periods of 30 or more years. Had the PC set a benchmark of (say) CPI + 3.5% over rolling 10-year periods, it would have set a reasonable bar without needing a new metric ...

ASFA proposes MySuper test

KARREN VERGARA  |  WEDNESDAY, 28 OCT 2020
... to determine whether a product is considered to be underperforming. The first stage measures fees and costs against a benchmark of 130 basis points (one standard deviation from the average MySuper fee). If the fees and costs exceed 130 basis points ...

AustralianSuper ratings slide at Morningstar

KANIKA SOOD  |  FRIDAY, 23 OCT 2020
... investment managers), illiquid assets and capacity in Australian equities. "Our enhanced ratings approach emphasises benchmark-relative performance, and we are mindful that few multisector strategies have excelled against this marker. That said, AustralianSuper's ...