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Showing 71 - 80 of 204 results for "Balanced Fund"

Franklin Templeton searches for new Australia head

ALEX BURKE  |  TUESDAY, 18 JUL 2017
... Before joining Franklin Templeton, Wilton was a portfolio manager at Rothschild Australia Asset Management and a balanced fund portfolio manager at County Investment Management. This news follows Franklin Templeton expanding its Australian institutional ...

Australian Ethical awarded industry fund mandate

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUL 2017
... superannuation provider was appointed by Australian Catholic Superannuation and Retirement Fund to manage the sum via its balanced fund, which offers a diversified risk profile spanning all asset classes. The $7 billion Australian Catholic Superannuation ...

Location, location, location: the key to retirement

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2017
... maintain this lifestyle with 75% certainty, Milliman estimates that a superannuation balance of $129,621 invested in a balanced fund would be required. The estimate is based on stochastic modelling assessing thousands of scenarios incorporating the interactions ...

Super wealth reaches record high

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
The amount of wealth Australians hold in superannuation is climbing to a record high, according to the latest figures from the Australian Bureau of Statistics. At the end of December 2016, Australians held $2.6 trillion of household net worth in superannuation ...

Workplace default funds deliver strong returns

EMMA RAPAPORT  |  TUESDAY, 11 APR 2017
More than 75% of workplace default superannuation options achieved annual returns over 10% for the year ending February 2017, with 40% achieving annual returns over 12%, latest Rainmaker research shows. The researcher found that February marked the ...

Insurance bonds meeting retirement income demand

ALEX BURKE  |  TUESDAY, 10 JAN 2017
... The remainder was then invested into an imputation bond, 40% through a term deposit fund and 60% in a mainstream balanced fund; this mix, Austock Life said, had delivered a historical performance of 5.11% per annum after fees and tax. Drawing down $20,000 ...

BUSSQ sees C-suite expansion

DARREN SNYDER  |  WEDNESDAY, 10 AUG 2016
Queensland industry superannuation fund BUSSQ has confirmed it will undergo a C-suite expansion from October as part of its strategy to split the chief executive and chief investment officer roles. BUSSQ chief executive David O'Sullivan confirmed he ...

Super funds return three per cent

MARK SMITH  |  TUESDAY, 9 AUG 2016
Superannuation funds have returned an average of 2.9% for the 12 months to 30 June as measured by the SelectingSuper workplace default option MySuper Index, propped up by property and fixed income. The SelectingSuper workplace default option MySuper ...

Fixed income, smart beta need better access

DARREN SNYDER  |  THURSDAY, 23 JUN 2016
An Australian ETF provider is moving its focus towards fixed income and smart beta in the view that the local market is currently underserving investors. iShares Australia chief executive Jon Howie told the recent Bloomberg Buy-side Forum in Sydney ...

Super funds reverse poor start to 2016

MARK SMITH  |  MONDAY, 6 JUN 2016
The SelectingSuper workplace default option MySuper Index showed a positive 1.4% monthly return in April which, combined with the positive return in March, has effectively reversed the negative results for January and February. The positive month contributed ...