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Showing 61 - 70 of 221 results for "Balanced Fund"

Super fund axes AMP Capital mandate

JAMIE WILLIAMSON  |  THURSDAY, 10 SEP 2020
Another superannuation fund has pulled its mandate with AMP Capital's Ethical Leaders Balanced Fund, appointing another investment manager to its Balanced Socially responsible option. Legalsuper has terminated AMP Capital as investment manager of ...

AMP Capital's door keeps revolving

ANNABELLE DICKSON  |  FRIDAY, 28 AUG 2020
... endeavours." Le Mesurier oversaw some of AMP Capital's diversified multi-asset funds including Ethical Leaders Balanced Fund and has been instrumental in integrating ESG philosophy across AMP Capital's asset classes. In her place, Darren Beesley ...

APRA funds can learn from SMSFs: Rice Warner

ELIZA BAVIN  |  FRIDAY, 10 JUL 2020
... risk of living beyond life expectancy as well as taking all investment market risks." While Rice Warner believes a balanced fund is ideal for those saving for retirement, it is not optimum for retirement where people need several accounts for different ...

AMP closes ethical option to super members

ELIZABETH MCARTHUR  |  MONDAY, 6 JUL 2020
AMP has taken the AMP Capital Ethical Leaders Balanced fund off its investment menus for superannuation members. AMP super members in CustomSuper, Flexible Lifetime, AMP Flexible Super, SignatureSuper, SignatureSuper Select, SuperLeader and the Woolworths ...

Senator criticises lazy super system

JAMIE WILLIAMSON  |  FRIDAY, 5 JUN 2020
... perspective, it's about half of 1% of the entire system... and so much of the money that was in super was liquid. A balanced fund invests around 25% in ASX-listed shares, so it's not as if the funds were going to have trouble getting their hands ...

Balanced funds fundamentally flawed

ALLY SELBY  |  MONDAY, 25 MAY 2020
... 'diversification', especially in the superannuation industry." These portfolios should act like a traditionally balanced fund in bull markets, and like gold and cash during periods of drawdown, Rachchoff argued. "You see a lot of portfolios that are ...

Multi-asset results mixed in COVID-19 sell-off

ALLY SELBY  |  WEDNESDAY, 1 APR 2020
... multi-asset strategies from February 21 until March 25, to discover the winners and losers of the market downturn. Balanced fund returns for Morningstar-rated funds during the sell-off ranged from -10.28% to -17.45%. The best performing balanced fund ...

Volatility hits super funds

HARRISON WORLEY  |  TUESDAY, 17 MAR 2020
The current volatility of global financial markets is taking its toll on some of Australia's largest superannuation funds. Latest Rainmaker analysis of superannuation returns and unit pricing shows Australia's large superannuation funds aren't ...

Pendal cuts fee on multi-asset fund

KANIKA SOOD  |  FRIDAY, 6 DEC 2019
... the fees on a $690 million multi-asset fund that has been running for close to 40 years. The Pendal Sustainable Balanced Fund will go from charging 0.90% per annum to 0.80% per annum in management costs. Indirect costs are 0.05% p.a. The fund is managed ...

Merger costs may impact short-term returns: ASI

KANIKA SOOD  |  WEDNESDAY, 4 SEP 2019
... said on an ASI Panel looking at the investment implications of a superannuation fund merger. "So if you look at a balanced fund -- that's assuming it is 50% equities -- that was a 10 bps hit. Obviously that is a one off." Tasplan recouped the costs ...