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Showing 61 - 70 of 331 results for "Underperformance"

Most Australian actively managed funds lag the index

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
... equities. Its data showed that during years when international equities outperform Australian large caps, the rate of underperformance among actively managed Australian equity funds tends to decrease. "In the first half of 2023, the S&P Developed Ex-Australia ...

Hostplus finalises merger with Maritime Super

ANDREW MCKEAN  |  MONDAY, 4 SEP 2023
... managing Maritime Super's investment through its Pooled Superannuation Trust since 2021, following a period of underperformance. "We are delighted to complete the merger with Hostplus today and know that they will continue our journey to support ...

Cbus delivers strong returns, grapples property headwinds

ANDREW MCKEAN  |  FRIDAY, 30 JUN 2023
... international unlisted property, registered a -17.1% downturn over the same period. Despite the property sector underperformance, Chatfield is satisfied with the fund's investment performance. "Notwithstanding headwinds in property, the result is ...

MySuper inches to $1tn

KARREN VERGARA  |  WEDNESDAY, 24 MAY 2023
... the 12-month period," the latest Super Benchmarking report shows. "This marks the eleventh month of continuous underperformance of lifecycle products against single strategy product

SMSFs weather market storms: Report

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... last year for the period 2017-19 shows, is that from an overall SMSF sector perspective, there is no systemic underperformance when compared to APRA-regulated funds. "The research couldn't be clearer, helping SMSF members understand the benefits of asset ...

ASIC warns super funds on member communication failure

KARREN VERGARA  |  WEDNESDAY, 12 APR 2023
... clarity in their performance communications to members," Press said. ASIC warned it will continue to monitor underperformance notifications and other communications of trustees. Where a failure to comply with disclosure obligations is identified, ASIC ...

Super performance test consultation opens

KARREN VERGARA  |  WEDNESDAY, 5 APR 2023
... floated yesterday under Superannuation Industry (Supervision) Amendment (Your Future, Your Super- Addressing Underperformance in Superannuation) Regulations 2023. Changing the duration of the testing period will examine a superannuation product's ...

Jones releases Your Future, Your Super review outcomes

KARREN VERGARA  |  TUESDAY, 4 APR 2023
... and objectives of choice products. "At the same time, it remains important that funds are held accountable for underperformance in the choice sector. Values-based products were a key example where the investment strategy may deviate from the benchmarks ...

Active fund managers historically underperform: SPIVA

KARREN VERGARA  |  WEDNESDAY, 15 MAR 2023
... focused on Aussie equities underperformed the S&P/ASX 200 benchmark in 2022. Over a five-, 10- and 15-year period, underperformance rates ticked higher at 81.2%, 78.2% and 83.6% respectively. On a brighter note, A-REIT active managers posted their lowest ...

Regulators sound alarm on cybersecurity, fraud in super

ANDREW MCKEAN  |  FRIDAY, 24 FEB 2023
... evaluations of stress testing and liquidity management practices, Ellis says. Further, the regulator is monitoring fund underperformance. While most of the focus has been on MySuper products, following the Your Future, Your Super review, APRA will be ...