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Showing 921 - 930 of 1005 results for "Accumulation"

New blood to shake up CFS Aussie equities

... example, the CFS Australian Share Fund gained 15.31 per cent in the year to April versus its benchmark the S&P/ASX 300 Accumulation Index which gained a higher 22.5 per cent. In the three years to April, the fund returned 26.55 per cent versus the benchmark's ...

Members covered for fraud but not bad investments

... then under the SIS Act the Government can compensate, but if the actual investments fail, then the member [of an accumulation fund] will lose out." The $1.47 million financial grant will be credited to the affected members' accounts, including those ...

Simpler super needs complex planning

ALEX DUNNIN  |  THURSDAY, 19 APR 2007
... separately. Other aspects not everyone might appreciate is how things change after 1 July. "After 1 July if I'm in an accumulation phase any earnings go into my taxable component, whereas if I'm in retirement phase my earnings go into a mix of taxable ...

Navigator broadens its horizons

CHRIS NICHOLLS  |  WEDNESDAY, 11 APR 2007
... Navigator Personal Retirement Plan and the Personal Investment Plan. Responding to interest in more conservative, less accumulation-focused funds, Navigator has moved to incorporate more diversified and global funds, with the noticeable inclusion of ...

FPA's Value of Advice Awards 2007

... in five different categories. Started last year, the Value of Advice Awards cover five categories, namely wealth accumulation, pre-retirement planning, post-retirement planning and management, low income planning and community contribution (or pro bono ...

Fidelity Aussie Fund Manager of the Year

NICK OLIVER  |  MONDAY, 26 FEB 2007
... Australian Equities Fund has delivered a 26.75 per cent net return to investors, outperforming the benchmark S&P/ASX 200 Accumulation Index by 4.53 per cent.

Index funds basking in the glow of 6,000

... the Macquarie Australian Pure Indexed Equities fund which returned 24.97 per cent, slightly beating the S&P/ASX300 Accumulation Index's 24.51 per cent return in the year ended December 2006. The top 10 index funds last year were the index products of ...

Biotech bouncing back

HAMISH MADDEN  |  WEDNESDAY, 17 JAN 2007
... Emerging Growth Capital Investors (eG Capital), while the Australian biotech sector underperformed the S&P/ASX300 Accumulation Index over calendar 2006 by a score of 3.49 per cent versus 24.51 per cent, the last six months saw a dramatic turnaround. ...

NSW Bookmakers and Perpetual top super tables

HAMISH MADDEN  |  THURSDAY, 7 DEC 2006
... and 21.0 per cent over the last three years. Leading the pack in terms of default options was the NSW Bookmakers Accumulation Fund, returning 17.2 per cent over the last three years and 19.9 per cent over the last 12 months. In the Australian equities ...

Philanthropy takes centre stage: Trust

... especially PPFs, is that it is suitable for high net worth investors only. "That's not the case at all. You can have an accumulation plan and get the tax effectiveness by spreading the funds over five years. When you do that, it can be quite significant," ...