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Showing 71 - 80 of 291 results for "PDS"

AMP announces new managed portfolio partnership

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
... period of either five or 10 years "will get their initial investment sum back, irrespective of how the market performs", the PDS shows. Investors that opt to "lock in" can keep investment gains at a designated time if asset growth is greater than the ...

Vanguard finds dirty assets in ESG fund

KANIKA SOOD  |  WEDNESDAY, 24 FEB 2021
... Index Fund and ETF (the fund) continues to align with our investors' expectations. "In the interim, we have amended the PDS and issued a unitholder notice to accurately reflect a description of the methodology used by the fund," it said. Vanguard ...

ASIC suspends RE licence

KARREN VERGARA  |  MONDAY, 8 FEB 2021
... 2019. For the property trust, it failed to comply with the compliance plan in 2012. In 2019, ASIC issued a stop order for a PDS issued for the Investors Exchange Craft Brewery Investment #1, a class of interests in the Investors Exchange Investment Fund ...

AMP launches retirement product

KARREN VERGARA  |  WEDNESDAY, 9 DEC 2020
... period of either five or 10 years "will get their initial investment sum back, irrespective of how the market performs", the PDS shows. The five-year option invests mainly in Australian and international shares (up to 85%) and charges investment fees ...

Responsible entity fined $2m

ELIZA BAVIN  |  FRIDAY, 20 NOV 2020
A court has found Theta Asset Management and its managing director contravened the Corporations Act on multiple occasions in authorising the issues of five defective Product Disclosure Statements (PDSs). The court has ordered Theta to pay a penalty ...

UniSuper revises fees for TTR members

KARREN VERGARA  |  FRIDAY, 30 OCT 2020
... 0.04% for some options after calculating actual costs incurred in FY19 and estimates for FY20. The updated 1 October 2020 PDS shows costs for TTR members have either higher transaction costs or management fees for the following options: Sustainable Balanced ...

Perpetual axes geared investment options

ELIZABETH MCARTHUR  |  THURSDAY, 8 OCT 2020
... increase our cash allocation in the geared options above the maximum cash allocation set out in the investment guidelines in the PDS as we sell out of the underlying funds." Members will be automatically switched into other options with similar asset ...

ASIC cleans up 'cash plus' funds

KANIKA SOOD  |  WEDNESDAY, 23 SEP 2020
... 'cash' miscreants, ASIC started with surveillance of 350 funds with over $65 billion in total assets, initially looking at PDS and other public disclosure and then sending notices to 20 responsible entities to get further information on asset allocation ...

MS sufferer fights CommInsure definition

ELIZABETH MCARTHUR  |  FRIDAY, 11 SEP 2020
... diagnosis by an appropriate medical professional and a history of at least one episode. A definition from NobleOak (from a PDS branded Australian Unity) was particularly problematic to Giles. It requires MS to be diagnosed by two neurologists and for ...

ASIC delays RG97 again

KARREN VERGARA  |  THURSDAY, 10 SEP 2020
... leader Jane Eccleston wrote. Trustees choosing to opt-in must make a written record that includes the date of election and the PDS/product to which the election applies. Periodic and exit statements with reporting periods commencing on 1 July 2021 must ...