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Showing 961 - 970 of 1005 results for "Accumulation"

Discipline the key for Challenger Smaller Companies fund

... outperformance over the last few years but in the most recent 12-month period it fell behind the S&P/ASX Small Ordinaries Accumulation index by 0.81 per cent. This was mainly due to the funds large cash holdings of between 15 and 20 percent, a fact the ...

Study finds divorce significantly impacts wealth creation

... financial consequences on the parties involved, affecting not only disposable income but also longer term wealth accumulation. Called The Financial Impact of Divorce in Australia it has been compiled to reflect current trends in divorce as well as the ...

Wealthtrac signs up Lincoln Indicators

... to restructure the product and change to a unit trust," Saliba says. The fund aims to outperform the S&P/ASX 3000 Accumulation Index over the medium to long term 'with the potential for capital growth and some income'. The minimum investment for wholesale ...

Zenith awards Oppenheimer Capital an 'approved' rating

... sector as the portfolio aims to produce returns of 2.5 per cent to 5.0 per cent above the MSCI World ex-Australia Accumulation Index. The fund has achieved this target over the past five years outperforming its benchmark by 4.57 per cent. It also employs ...

QSuper expands investment options for members

... 2004 to December 2004. For the financial year ending June 2004 the balanced option returned 15.26 per cent for the accumulation account and 16.78 per cent for the allocated pension account. The results pushed Qsuper's balanced option to rank as one of ...

Ethical approach pays off for BT

... the fund and the overall commitment to corporate social responsibility by Westpac and BT. According to the ASX 200 accumulation index, the share fund outperformed its benchmark in September by 2.23 per cent with a one-year return of 22.74 per cent. "The ...

MIR expands offering into retail space

... the fund pitched at investors seeking longer term capital growth. The fund is aiming to outperform the S&P/ASX 200 Accumulation Index by greater than 4.5 per cent per annum over rolling five year periods, before taking into account fund fees and expenses. ...

Perennial builds new equities mandate

... year. Following the rally in the Australian sharemarket Perennial Growth has managed to outperform the S&P/ASX 300 accumulation index over the last eighteen months. While the index achieved a return of 28.3 per cent, Perennial Growth secured an annualised ...

ComSuper picks Acurity

... schemes, has chosen the Acurity computer system to support the operation of the Public Service Superannuation (PSS) accumulation plan. PSS is a new superannuation plan that will be offered to Australian government public servants from July 1, 2005. ComSuper's ...

Perpetual launch new property fund

... currently unavailable within the listed market. "The fund's benchmark is comprised of 50% of the S&P/ASX Property Accumulation Index and 50% of the Mercer Unlisted Property Fund Index," he said. "However, the fund has the ability to adjust the weightings ...