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| | | Morningstar said super funds could be the safest and most effective option for retail investors to access private market investments. This, it said, would especially benefit those investors who do not have the capacity to do their own research and due ... |
| | | | ... she says. Robb notes real estate lending has a completely different risk profile with usually a shorter loan tenure and average maturity of 12 months, giving a natural redemption and forming a defensive part of private credit. She adds there is no better ... |
| | | | AMP Super retirement director Ben Hillier said on average clients are leaving around 90% of their account based pension unspent at death, which makes it important for adviser to tackle 'regret risk' in retirement. Speaking at the Financial Standard ... |
| | | | ... really, really big problem," he said. The Colchester Emerging Markets Bond Fund has provided an annual return of 5.66% on average since inception to end of January. |
| | | | ... accumulation to income, while meeting higher expectations for transparency, support and value." In the 12 months to FY25, the average operating cost per member went from $237 to $250 across all funds, excluding SMFS. Average operating cost on an asset ... |
| | | | ... the new arrangement than under the current arrangement, he said. However, Chalmers said if there is a comparison of the average impact of the current arrangement versus that of the new arrangement in the last 20 years, investors in shares would have ... |
| | | | ... all major categories examined in this study, the lowest fee quintile achieved both higher success ratios and stronger average total returns than the highest fee quintile, underscoring the pervasive influence of fees across asset classes," Morningstar ... |
| | | | ... Savings members starting July 1, with Standard Death and Total & Permanent Disability (TPD) Assist charges decreasing on average by 14.1% and 31.2% for male and female members respectively. In the case of a member opting-in for income protection, premium ... |
| | | | ... lost ground in the second half with a 74% full-year underperformance rate. Kiwi global equity fund managers posted an average return of 15.4% on an asset-weighted basis. Global equity (hedged) funds returned 14.5%, with an 86% underperformance rate. ... |
| | | | ... reform in name only. Higher taxes, no meaningful reduction in personal tax brackets, a company tax rate well above the OECD average, and new complexity for small businesses and family enterprises." Financial Services Council (FSC) chief executive Blake ... |
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