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Showing 911 - 920 of 1005 results for "Accumulation"

The unpopular outperformer

MICHAEL HOBBS  |  THURSDAY, 22 NOV 2007
... per cent return in the year to October 31. In October, amid the market fallout, SGH20 outperformed the S&P/ASX 300 Accumulation Index by 4.7 per cent. Stephen Hiscock, managing director at SG Hiscock & Co said the fund used a long-term investment approach ...

MTAA super revs up retirement seminars

MICHAEL HOBBS  |  WEDNESDAY, 14 NOV 2007
... have a basic understanding of how their super works in order to then have some meaningful input into their wealth accumulation and retirement planning decisions," Michael Delaney, principal executive officer at MTAA, said. Delaney said the seminar program ...

BankWest branches into super

MICHAEL HOBBS  |  FRIDAY, 9 NOV 2007
... index funds consistently outperform actively managed funds after fees and costs. "For example, the ASX 300 Stock Accumulation Index rose at an average of 19.3 per cent over five years, while the average retail equity fund offered by the major financial ...

Debt climbs, home values fall

SUZY MAC  |  MONDAY, 27 AUG 2007
... Given what the report describes as a "dramatic increase in household indebtedness," and accelerating mortgage debt accumulation, the fall in house values will tear holes in many families' financial parachute. Without curtailing spending, many are in ...

Fat Prophets enters SMA market

... Australian Share Model Portfolio, which is a concentrated basket of up to 30 shares benchmarked against the S&P 200 ASX Accumulation Index. The other option is the Fat Prophets Mining and Resources Model Portfolio, which is made up of a diversified portfolio ...

Income does not drive wealth: ABS

ALEX DUNNIN  |  MONDAY, 6 AUG 2007
... Queenslanders achieved the same rank order for both indicators. Despite all the factors likely to impact income and wealth accumulation, the ABS nonetheless said the distribution of income and wealth in Australia has been remarkably stable for the last ...

Good times keep rolling for ASX funds

ALEX DUNNIN  |  MONDAY, 16 JUL 2007
... half of the year." The best performing equities sector was small-cap with a return from the S&P/ASX Small Ordinaries Accumulation Index of 44.43 percent for the financial year, though "most of these gains were attributable to the small cap resources ...

Listed investment cos fund scoring well

HAMISH MADDEN  |  THURSDAY, 21 JUN 2007
... inception, the Leveraged Investment Companies (LIC) Fund has returned a total of 91 per cent against the S&P/ASX200 Accumulation Index's 55 per cent. "The aim of the fund was to deliver superior risk-adjusted returns which, to date, it has done," said ...

Antares teams with Lodestar for absolute returns

HAMISH MADDEN  |  MONDAY, 18 JUN 2007
... cent per year volatility) but on half the volatility at 7.1 per cent. Over the same period, the Australian UBS Bond Accumulation Index returned 1.9 per cent at a volatility rate of 5 per cent. "This is for retail investors who want consistent absolute ...

Chilean pension system faces reform

ALEX DUNNIN  |  THURSDAY, 31 MAY 2007
... introduce a three-pillar program of strengthening the current system, introducing better integration between the accumulation savings regime and social security, and encourage voluntary top-up savings. More taxation incentives and less restrictive investment ...