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Showing 901 - 910 of 1005 results for "Accumulation"

Ventura breaks benchmark shackles

MICHAEL HOBBS  |  MONDAY, 3 MAR 2008
... on historical modeling the Global Opportunities Fund (Gross) outperformed the MSCI World Net Dividends Reinvested Accumulation Index by 14 basis points in January this year. The High Growth 100 underlying managers include Fund Alliance Bernstein Global ...

More education for SMSF auditors

MICHAEL HOBBS  |  WEDNESDAY, 27 FEB 2008
... information needs of those setting up a fund are quite different to the needs of those drawing a pension or during the accumulation of funds stage," he said. "Fast forward to 2020, the government will continue to work with industry on further education ...

NGS awards $150m mandate to Solaris

RUTH LIEW  |  TUESDAY, 26 FEB 2008
... long-term value. The objective of the fund is to deliver 3 per cent per annum value above the benchmark S&P/ASX200 Accumulation index over rolling three year periods. The fund is targeted at the wholesale market with a minimum investment of $500,000. ...

Harvesting performance from agribusiness

ALEX DUNNIN  |  FRIDAY, 22 FEB 2008
... sector has fallen slightly over the last month, by just -2.4 per cent, it is still well ahead of the S&P/ASX 200 accumulation index which has shed -7.3 per cent over the same period." The report said the agricultural out-performance is so consistent ...

Skandia extends services to retirees

MICHAEL HOBBS  |  MONDAY, 11 FEB 2008
Skandia has developed a new wholesale retirement product, Wholesale Retirement Solutions, which covers the accumulation, transition to retirement and income stream phases for retiring investors at wholesale fees. Skandia Wholesale Retirement Solutions ...

High conviction champions

MICHAEL HOBBS  |  THURSDAY, 31 JAN 2008
... style neutral, we automatically outperform," he said. The Macquarie High Conviction Fund outperformed the S&P/ASX 200 Accumulation Index over a one-year period by 15 per cent as at December 2007. Hugh Young, head of Asian operations and group head of ...

Macq appoints ex-Platypus fundie

MICHAEL HOBBS  |  FRIDAY, 25 JAN 2008
... and investment process development. According to Macquarie, the High Conviction Fund outperformed the S&P/ASX 200 Accumulation Index to December 31 2007 by 15 per cent in one year and 8.1 per cent over two years. On separate news, Macquarie Private Wealth ...

ESSSuper to offer fin planning

MICHAEL HOBBS  |  MONDAY, 21 JAN 2008
ESSSuper joins a growing band of superannuation funds that are offering flat fee financial planning and accumulation products to encourage members to stay with the fund even after their retirement. Michelle Boucher, general manager of member relationships ...

Russell adds Plato

MICHAEL HOBBS  |  WEDNESDAY, 16 JAN 2008
... rolling five-year periods. The fund includes daily pricing, and its fund capacity is $500 million using the S&P/ASX 200 Accumulation Index as its benchmark. The fund targets almost 100 per cent market exposure to Australian securities with 130 per cent ...

Non-TFN tax attack

MICHAEL HOBBS  |  WEDNESDAY, 5 DEC 2007
... has always been that the tax for non quotation of tax file numbers should be applied to the end benefit and not the accumulation phase." "Those that suffer the most due to the higher tax being paid are more likely to be those with small accounts or transient ...