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Showing 821 - 830 of 6727 results for "Benchmark"

Boutique launches multi-asset fund

KANIKA SOOD  |  MONDAY, 10 AUG 2020
... which Milford says is the largest multi-asset fund in New Zealand and has been running since April, 2010. Its current benchmark is the official cash rate plus 2.5% per year. Since the 2010 launch, it has returned 10.55% p.a. Shorter-term returns stand ...

Sydney Aussie equities manager trims fees

KANIKA SOOD  |  MONDAY, 10 AUG 2020
... and we pride ourselves on charging the lowest fees among our peers." Performance fees remain the same at 15% on above benchmark returns (waived for any periods or negative return). The benchmark is S&P/ASX Mid Cap 50 Index. It is owned 20% by WHSP with ...

New platform launches for super funds

ELIZA BAVIN  |  MONDAY, 10 AUG 2020
A new platform has been launched for super funds aiming to help navigate the mounting pressure to improve returns and lower investment fees, costs and taxes. Parametric announced the new platform, saying with super funds facing increased pressures it ...

ERS doesn't justify higher SG: Grattan

ELIZA BAVIN  |  MONDAY, 10 AUG 2020
... earn 88% of their pre-retirement income instead of 89%," it said. "Both are well above the 70% post-tax replacement benchmark used by the Organisation for Economic Cooperation and Development and the Mercer Global Pension Index to determine how much ...

Perpetual launches two ESG funds

KANIKA SOOD  |  FRIDAY, 7 AUG 2020
... managed by Jim Madden, Matthew Patsky and Patrick Wollenberg. It has a strong performance track record. It has beat the benchmark, MSCI ACWI on 10 (fund 9.20% p.a. vs index 9.16%), five year (by 2.1% p.a.), three year (by 2.43% p.a.) and year to date ...

CalPERS chief investment officer resigns

JAMIE WILLIAMSON  |  FRIDAY, 7 AUG 2020
... to the lead investments role in January 2019 and, last financial year, achieved a return of 4.7% - beating its 4.3% benchmark despite the extreme volatility sparked by COVID-19. He will be replaced in the interim by deputy chief investment officer Dan ...

Vanguard funds downgraded by Morningstar

KANIKA SOOD  |  WEDNESDAY, 5 AUG 2020
... (all charge an ICR of 0.29% p.a.) of the funds. However, it said the strategies had limited scope to beat the category benchmark, which meant it had lost points on the "Process Pillar" rating in the latest review. "Vanguard Index series remains an attractive ...

Adviser salaries unchanged: Research

ELIZABETH MCARTHUR  |  TUESDAY, 4 AUG 2020
The latest insights from Kaizen Recruitment show the benchmark salaries for financial advisers and paraplanners remain as they were in early 2019. The recruitment firm found that senior financial advisers with more than 10 years of experience can expect ...

GQG Partners wins $20m mandate

KANIKA SOOD  |  MONDAY, 3 AUG 2020
... director Darren Cunneen said GQG's global equity strategy had a strong track record, is competitively priced and benchmark unaware. "Backing exceptional fund managers is a core part of what we do for our clients at PlayfairTan and so it was easy ...

UK pension fund to go net zero

JAMIE WILLIAMSON  |  THURSDAY, 30 JUL 2020
The UK's National Employment Savings Trust, known as NEST, will immediately shift close to half of its entire portfolio to climate aware strategies and begin divesting from companies involved in thermal coal, oil sands and arctic drilling. NEST ...