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Showing 761 - 770 of 1362 results for "Balanced"

Multi-sector investments reach $555 billion

DARREN SNYDER  |  TUESDAY, 10 NOV 2015
... make it difficult to undertake like-for-like comparisons. "We're especially mindful of fund managers offering so-called "balanced" vehicles that tilt clearly towards growth assets - typically 70 to 80% of a total portfolio," Whitelaw said. "We also look ...

mFund take-up slower than expected

LAURA MILLAN  |  TUESDAY, 10 NOV 2015
... Wholesale (23.5%), the AMP Capital Corporate Bond (22.6%), the Schroder Fixed Income Wholesale (19.5%), the Ibbotson Balanced Growth Trust (18%) and the Platinum Global (16.4%). Schroders is the largest mFund manager ($12.3 million), followed by PIMCO ...

Super trustee bill before the Senate

DARREN SNYDER  |  MONDAY, 9 NOV 2015
... standards of governance to super funds that have yet to adopt the principle of independence voluntarily. "This legislation is balanced and sensible. While mandating that one-third of the board be independent, the draft legislation also includes an "if ...

FEATURE: The circle of life

DARREN SNYDER  |  MONDAY, 9 NOV 2015
... yield, but more volatile investments - like shares." Sunsuper's lifecycle investment strategy sees members invested in the balanced pool until they turn 55-years-old before progressively shifting assets to a less risky investment pool. New kids on the ...

Martin Currie hires small cap analyst

MARK SMITH  |  FRIDAY, 6 NOV 2015
... Australian equity range spans small caps, property, real income, equity income, core and large cap value strategies, and balanced strategies such as the innovative Multi-Asset Retirement Income Trust (MARIT). The Legg Mason Martin Currie Equity Income ...

PROFILE: REI Super chief executive Mal Smith

DARREN SNYDER, LAURA MILLAN  |  WEDNESDAY, 4 NOV 2015
... pretty focused on ensuring that in a rising market, before things start to go south, we were operating the portfolio in a balanced way," Smith says. Board members "take an agnostic view on the asset class because in the trustee board table there is a ...

XTBs added to Praemium, HUB24 super platforms

ALEX BURKE  |  WEDNESDAY, 21 OCT 2015
... and brokers to help further educate retail investors about the role of corporate bonds within a diversified and well balanced portfolio." HUB24 managing director Andrew Alcock added that HUB24 is "committed to providing independently-minded advisers ...

UBS releases mFund basket

ALEX BURKE  |  TUESDAY, 13 OCT 2015
... Fund, UBS Australian Bond Fund, UBS Diversified Credit Fund, UBS Diversified Fixed Income Fund, UBS Tactical Beta Fund - Balanced, UBS Tactical Beta Fund - Growth, UBS Tactical Beta Fund - Conservative, UBS Clarion Global Property Securities Fund and ...

Super returns fall sharply in August

MARK SMITH  |  WEDNESDAY, 7 OCT 2015
... above inflation - slightly less than the 3.5 to 4% above inflation range that is often the stated long term target for balanced funds. Despite the overall SelectingSuper index's fall to 6.5%, the index was sustained by international equities that returned ...

Nikko downgrades equities stance

MARK SMITH  |  FRIDAY, 2 OCT 2015
... investment committee said China does not appear to be in an overall hard landing despite struggling to transition to a more balanced economy. "Certainly, the recent volatility in its equity market and the yuan has lessened confidence in the country's ...