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Showing 71 - 80 of 1001 results for "Accumulation"

Benchmark-clinging passive investors risk meagre returns: Perpetual

ANDREW MCKEAN  |  TUESDAY, 13 MAY 2025
... disorderly market sell-off if flows into passive strategies reverse," he said. "What appears good for investors in accumulation phase can be very detrimental for investors who, like retirees, are exposed to sequencing risk."

Prime Super to change admin fees

ANDREW MCKEAN  |  MONDAY, 12 MAY 2025
... Prime Super has announced changes to its administration fees and costs, which will take effect from 1 July 2025. For accumulation accounts, the fixed administration fee will decrease from $1.53 per week (subject to a 15% tax rebate) to $1.50 per week ...

Third Link adds three underlying Aussie equity managers

MATTHEW WAI  |  MONDAY, 12 MAY 2025
... since 2013, is supported by deep fundamental research and ESG integration that aims to outperform the S&P/ASX 300 Accumulation Index. It now manages over $1.5 billion in funds under management. "We are thrilled to be part of the Third Link Growth Fund ...

Wealth managers' recovery looks promising: Research

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... note states, adding the firm has differentiated its North platform by offering MyNorth Lifetime products, blending accumulation/super with a retirement income solution. As a more focused wealth and bank operator, AMP is now starting to deliver, the research ...

ART promotes high-profile retirement specialist

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
... has been expanded since, as head of ART's asset liability management, he already set the strategy for default accumulation members and looked after the solvency management of the asset pool for the lifetime pension product. The investment professional ...

ClearBridge launches three active ETFs

KARREN VERGARA  |  TUESDAY, 15 APR 2025
... France, Italy and Canada. It aims to provide regular and stable income and to outperform the benchmark, being an accumulation index comprising the OECD G7 Inflation Index plus 5.5% per annum. ClearBridge head of APAC business development Matt Bushby ...

Future Group positions super offerings for growth

JAMIE WILLIAMSON  |  FRIDAY, 11 APR 2025
... closed. Members' investments will then be appropriately mapped to six new investment options. For Future Super accumulation members, the new options are Sustainable Moderate, Sustainable Balanced Growth, Sustainable Growth, Sustainable High Growth ...

Hostplus limits investment options

ELIZA BAVIN  |  FRIDAY, 11 APR 2025
Hostplus members with a Maritime Contributory Accumulation with a Protected Minimum Benefit (PMB) account will have their investment options limited. Effective May 8, Hostplus will limit access to three investment options: the Australian shares, international ...

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
... and roadmap to ensure that our products and services continue to meet the needs of advisers and clients for both accumulation and decumulation." Fairweather added that his "stellar track record of large-scale product management and has successfully led ...

Tariff impact on super 'profoundly worrying'

ELIZA BAVIN  |  TUESDAY, 8 APR 2025
... with the major countries." Pearce said despite the pain, it was important for members - particularly those in the accumulation phase - to ride out the volatility. "The current crisis, it's man-made. And it's made pretty much by a single man. We know ...