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Showing 921 - 930 of 1362 results for "Balanced"

CFSGAM inflation plus fund targets post-retirement market

MARK SMITH  |  WEDNESDAY, 20 FEB 2013
... senior portfolio manager Peter Kocourek unveiled the CFSGAM CPI Plus fund at a media lunch yesterday. Unlike a typical balanced fund whose performance is at the mercy of the ups and downs of the equity market and measured by its relative performance ...

Rethinking the value of asset consultants

ALEX DUNNIN  |  TUESDAY, 19 FEB 2013
... groups such as Russell. "Use the decomposition model [of specialist investment management] but rebundle it, not back to balanced funds' but to 'combined funds' with more componentry," said Gunning. While Gunning was obviously trying to stake a claim ...

Super fund return expectations unrealistic

MARK SMITH  |  WEDNESDAY, 13 FEB 2013
Superannuation funds expecting to achieve 3-4% above inflation on their typical balanced options are likely to be disappointed, according to Credit Suisse Private Banking's David McDonald. The head of strategy and research for Australia told journalists ...

LUCRF's new growth option targets lower volatility

MARK SMITH  |  MONDAY, 4 FEB 2013
... Super has launched a new member investment choice designed to offer growth with lower risk profile than the typical 'Balanced' option. The 'Targeted Return' option aims to return CPI plus 4% after fees and taxes with lower volatility than a typical 'Balanced' ...

Super funds post stellar returns - AREITs on top

MARK SMITH  |  FRIDAY, 1 FEB 2013
... VISSF with 15.1%, UniSuper with 15.0%, Rio Tinto with 14.3% and REST with 14.1%. The top five Personal super funds by balanced options over the 12 months were IOOF Portfolio Service with 16.1%, ANZ OneAnswer with 15.4%, Colonial FirstChoice with 15.2% ...

Media super ups disclosure, lodges MySuper application

BEN COLLINS  |  TUESDAY, 29 JAN 2013
... including a simple investment strategy with no commissions or entry fees. "Media Super's current default investment, the Balanced option, already contains many of the low cost attributes required of MySuper, and as such we have submitted that option ...

RBF shakes up fund with two new mandates

MARK SMITH  |  TUESDAY, 29 JAN 2013
... fee budget where it will have the biggest performance impact - mid and small cap stocks." RBF's new fund managers are Balanced Equity Management, which has an ASX50 mandate, and Concise, which has been given a midcap mandate. These new managers replace ...

First State Super tracking well after merger

BEN COLLINS  |  WEDNESDAY, 23 JAN 2013
... modest base, the program has almost doubled. "The bounce back in investment markets has rewarded people who stayed in balanced options, and from a member perspective this has increased engagement," he said. And while members will not "come to us for ...

Planners praised for guiding investors into fixed income

MARK SMITH  |  TUESDAY, 22 JAN 2013
... fiduciary and financial services Harvey Kalman says there are clear signs that investors are heeding calls to maintain a balanced portfolio. "We are seeing money starting to move out of term deposits, and other cash deposits, not just into equities but ...

Hillross nudges $1bn in FUM

BEN COLLINS  |  TUESDAY, 15 JAN 2013
... platforms including North, PortfolioCare, Personalised Portfolio and Macquarie Definitive Wrap. The flagship Experts' Choice Balanced Fund has outperformed its benchmark over one, three, five, 10 and 15 year periods, Hillross said. All other eight Experts' ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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