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| | | ... Capital Global Growth Fund invested in 25-35 growth companies around the world, primarily in North America and Europe. Its top holdings as at February end were NVIDIA, Alphabet, Broadcom and Microsoft; at that time, it had $25.1 million in funds under ... |
| | | | ... third-party platform wants to access to an institution in terms of security and compliance concerns. "With the compliance lens on top of it, there are frameworks like CDRs, they have an ever-evolving requirement. You could see yourself always shaping ... |
| | | | ... portfolios were allocated to ETFs in 2025. This compares to self-directed investors' allocation of just 9.3% of a portfolio. The top holdings of advised SMSFs include multiple ETFs and a range of blue-chip stocks, whereas self-directed investors typically ... |
| | | | ... of completed qualifications, such as commerce and economics, made it challenging to attract the best and brightest from the top universities as these candidates are currently required to incur significant costs and time to complete an approved degree. ... |
| | | | ... maintaining competitive products. CareSuper's insourced administration has achieved sector-leading outcomes, including the top national ranking for customer experience from CSBA, a Net Promoter Score of +77, 90% member satisfaction, 91% ease of service ... |
| | | | ... University show that in the five years to 30 June 2024, SMSFs' returns averaged 1.1% higher than APRA-regulated funds. The top 25% of SMSFs achieved rates of return of at least 13%, compared with just 9.5% for the top 25% of APRA funds, it found. ... |
| | | | ... tax rate on their super investment earnings than they would outside super. The concession is now smaller for those at the top, but it is still a concession." At the same time, Chalmers took aim at the Opposition, stating that both the new leader Angus ... |
| | | | ... which are equally important in the companies they invest in. Looking at the progress of gender parity in wealth management, top female portfolio managers believe that working in gender diverse teams support better decision making and investment outcomes ... |
| | | | S&P Global has released the March S&P/ASX 200 Index rebalance seeing DigiCo drop out of the top 200. As part of the March rebalance, Pinnacle, Netwealth and Lendlease have dropped out of the S&P/ASX 100. This comes after HMC Capital - the parent company ... |
| | | | ... high quality founders. "The Ziller Global Fund then only invests in this focus list of 80 founder-led stocks - only in the top 10% of our founder universe," Ziller says. When you take a step back and look at it, this style of investing is a very focused ... |
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