Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 71 - 80 of 107 results for "Annual returns"

Super for all shapes and sizes: QSuper

LAURA MILLAN  |  MONDAY, 25 MAR 2013
... member wants to seek over time, but rather than look at average returns over the long-term, it looks at sequential annual returns over a period of time. The Queensland-based superannuation fund then offers members different investments with different ...

Shortage of reliable Aussie income products

MARK SMITH  |  TUESDAY, 19 MAR 2013
Australian income investors are receiving annual returns almost 3% lower than anticipated from their income generating products, according to a new global survey from Legg Mason Global Asset Management. The findings come from a survey of more than 3,000 ...

LUCRF's new growth option targets lower volatility

MARK SMITH  |  MONDAY, 4 FEB 2013
... and 15.6% with a 9% chance of an annual negative return. By comparison, LUCRF Balanced Option members can expect annual returns in the range of -5.8% to 21.4% with a 17.5% probability of posting a one-year loss. The new option was soft launched to LUCRF ...

Debt ceiling forces US Treasury to suspend TSP contribs

ALEX DUNNIN  |  THURSDAY, 17 JAN 2013
... Regardless of the contribution suspension, all the TSP's target date options are currently posting double digit annual returns with three year returns around 8% and five year returns of 2%.

Standard Risk Measure misleading

BEN COLLINS  |  TUESDAY, 23 OCT 2012
... product disclosure statements issued after June 2012. It requires super funds to state the likely number of negative annual returns a fund will experience in 20 years. "We have already found examples where equities funds have been given similar risk ...

Macquarie launches SMSF tool

LINDA HAUSKEN  |  WEDNESDAY, 10 OCT 2012
... provides key information required to prepare tax returns for clients with share portfolios, and those with SMSF annual returns to complete. Carolyn Colley executive director at Macquarie Adviser Services, said that the firm has enhanced the usability ...

A stock market rally could get Obama over the line

MELANIE TIMBRELL  |  FRIDAY, 21 SEP 2012
... good for business, over the past 12 elections spanning 48 years, the S&P 500 has in fact delivered higher average annual returns under Democratic governments. That's according to a recent paper from Tom Stevenson, investment director at Fidelity Worldwide ...

APRA requirements welcomed by sector

BEN COLLINS  |  THURSDAY, 20 SEP 2012
... past. AIST remained concerned that the proposed risk measure - which measures the expected frequency of negative annual returns over a 20 year period - could send the wrong message to super fund members. "We think a better approach is to take into account ...

FSC, ASFA endorse APRA's risk measure stance

MELANIE TIMBRELL  |  WEDNESDAY, 29 AUG 2012
... of their investment options over different time frames. This will cover short-term risk related to volatility of annual returns, long-term risks relating to inflation and medium-term risk combining the two. One of the stated purposes of the Standard ...

APRAs' best intentions misleading: Super industry

BEN COLLINS  |  TUESDAY, 28 AUG 2012
... APRA's proposed "Standard Risk Measure" for super fund members, which measures the expected frequency of negative annual returns over a 20 year period. APRA's measure is part of the Government's Stronger Super reforms, which identified that many consumers ...