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Showing 81 - 90 of 221 results for "Balanced Fund"

Super funds underplay risk profiles: Research

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
... funds increasingly investing more in unlisted property and infrastructure this potentially increases the risk in balanced fund options, she said. "Though traditional finance dictates these are growth assets, the super funds are not necessarily reporting ...

Balanced portfolios better than chasing winners: Research

HARRISON WORLEY  |  FRIDAY, 6 JUL 2018
... previous year's top performing asset class would have finished 29% worse off than if they had invested in a sample balanced fund over the 20-year period covered in the report. Russell Investments client portfolio manager Scott Fletcher said there was ...

Industry fund launches lifecycle default option

KARREN VERGARA  |  TUESDAY, 3 APR 2018
... assets, whereby 90% would be invested in shares and property for example, so they can ride out market volatility. The balanced fund on the other hand, best suits middle-aged Australians such as 55-year-olds, he added. "If members stayed with LifetimeOne ...

TelstraSuper names new technology executive

EMMA RAPAPORT  |  MONDAY, 13 NOV 2017
... Group. TelstaSuper announced double digital investment returns for members for the year to 30 June 2017. For their balanced fund, the accumulation product returned 11.4%, while RetireAccess returned 12.9%.

Franklin Templeton appoints new MD

ALEX BURKE  |  TUESDAY, 17 OCT 2017
... Templeton since 2006; prior to this, she was a portfolio manager at Rothschild Australia Asset Management and a balanced fund portfolio manager at County Investment Management. A Franklin Templeton spokesperson commented: "Harrison is to be based in ...

US shares dominating other asset classes

ALEX BURKE  |  MONDAY, 4 SEP 2017
US shares have delivered a 9.4% return per annum over the last 30 years, well ahead of other asset classes, according to Vanguard's 2017 Index Chart. Putting this in perspective, Vanguard said that an initial US shares investment of $10,000 made in ...

Property overpowers asset class returns

KARREN VERGARA  |  FRIDAY, 28 JUL 2017
... property, generating an 8.5% return per annum. All asset classes apart from cash (3.2% p.a.) outperformed a strategic balanced fund target. Looking at managed funds, in the 10 years to December 2016, the gross return for a balanced managed fund with ...

Franklin Templeton searches for new Australia head

ALEX BURKE  |  TUESDAY, 18 JUL 2017
... Before joining Franklin Templeton, Wilton was a portfolio manager at Rothschild Australia Asset Management and a balanced fund portfolio manager at County Investment Management. This news follows Franklin Templeton expanding its Australian institutional ...

Australian Ethical awarded industry fund mandate

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUL 2017
... superannuation provider was appointed by Australian Catholic Superannuation and Retirement Fund to manage the sum via its balanced fund, which offers a diversified risk profile spanning all asset classes. The $7 billion Australian Catholic Superannuation ...

Location, location, location: the key to retirement

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2017
... maintain this lifestyle with 75% certainty, Milliman estimates that a superannuation balance of $129,621 invested in a balanced fund would be required. The estimate is based on stochastic modelling assessing thousands of scenarios incorporating the interactions ...