Search Results | Showing 821 - 830 of 1005 results for "Accumulation" |
| | | ... large super funds, on how they can invest post-retirement assets efficiently, particularly as baby boomers move from accumulation to retirement investing. "Over the next three years, people are going to be looking for post-retirement investments...so ... |
| | | | ... improve the liquidity of the fund and cash holding are at or above target levels. For example, the fund's Balanced Accumulation investment strategy's cash levels increased by roughly $6 million to $7 million. This comes after the fund applied to the ... |
| | | | ... recently rated by S&P and has consistently delivered superior, risk adjusted performance, outperforming the S&P ASX 200 Accumulation Index over five years by 4 per cent (after fees). "We have been examining HUB24 for some time," said Harley Dalton, chief ... |
| | | | ... regardless of salary," the fund said in a statement. The new cover began 8 December and applies to all employees in the accumulation plan within Westpac Staff Super. The fund has also increased the value of the unit of cover for members, and extended ... |
| | | | ... market," said Franc. The fund aims to provide a return - before fees, costs and taxes - that exceeds the S&P/ASX200 Accumulation Index over the medium to long term by taking both long and short positions in Australian shares. According to the fact sheet ... |
| | | | ... AIST. Meanwhile, the Government is also outsourcing the administration services of the Public Sector Superannuation Accumulation Plan (PSSap). The decision follows a review by PricewaterhouseCoopers into ComSuper's current administration arrangements ... |
| | | | ... returning 68.79 per cent (after fees) for the year ended 31 October 2009 and outperforming the S&P/ASX Small Ordinaries Accumulation Index by 29.14 per cent," noted the EQT. The fund has returned 15.23 per cent per annum after fees since inception to ... |
| | | | ... Advice Awards. Wilson won the Financial Planning Association of Australia's (FPA) Value of Advice Award in the wealth accumulation and protection category. The Victorian-based financial planner has been working in this role for seven years and is the ... |
| | | | ... Investment Management and a director of distribution for Solaris, said the team has outperformed the S&P/ASX 200 Accumulation Index every financial year for the last 11 years. |
| | | | ... administration fee of 0.1 per cent of FUM and a 30 per cent performance fee when the fund's performance beats the S&P/ASX 200 Accumulation Index. This performance fee is paid annually. In addition, the fund manager's report on the option said any underperformance ... |
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