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Showing 81 - 90 of 291 results for "PDS"

Super fund expands investment exclusions

ELIZA BAVIN  |  FRIDAY, 4 SEP 2020
... part of its responsible investment approach and will come into effect 1 October 2020. "The HESTA and HESTA Personal Super PDS was updated to reflect an exclusion that applies across our entire portfolio of investment in any company that provides services ...

Sydney Aussie equities manager trims fees

KANIKA SOOD  |  MONDAY, 10 AUG 2020
... reduced our fee. We're aware of the current environment and are nimble, it only took three days to launch and amended PDS [product disclosure statement]. It's something we stand for at Contact, we co-invest with our clients, and we pride ourselves ...

Super fund for women adds fee

ELIZABETH MCARTHUR  |  MONDAY, 3 AUG 2020
... Previously, members could access a fee rebate if their balance was less than $5000. Those who signed up to the fund under the old PDS will still be able to do that, but those who join since the introduction of the new PDS will only be eligible for a ...

Hostplus bumps cash allocation up

ELIZABETH MCARTHUR  |  TUESDAY, 7 JUL 2020
... 8% to 5% and equities from 44% to 42% in the balanced option. At the start of the new financial year, Hostplus updated its PDS to reflect the new asset allocations. In its balanced option the asset allocation range for cash is now 0-15%; it was previously ...

New fund launches on ASX

ELIZA BAVIN  |  WEDNESDAY, 24 JUN 2020
... capital and its principals are committed to very long-term investment alongside our investors in our own strategies." The funds PDS was lodged with ASIC mid-May this year and initial offers closed at the start of June. The fund aims to provide investors ...

Judgement delivered in binary options fraud

ALLY SELBY  |  FRIDAY, 19 JUN 2020
... hittps://tradettn.com without holding an Australian financial services licence (AFSL) and without providing the requisite PDS'. The Court found that One Tech Media deliberately misled and deceived Australian customers by making misleading statements ...

Boutique to remediate clients

KANIKA SOOD  |  WEDNESDAY, 3 JUN 2020
... have been understated due to the payment of certain fund related expenses in addition to the management fees disclosed in the PDS," the responsible entity Equity Trustees said in communication sent to investors. Alpha was to remedy the error by making ...

Boutique launches sustainable Aussie equities strategy

KANIKA SOOD  |  TUESDAY, 19 MAY 2020
... Index over rolling three-year periods. The fund is priced at 64 bps per year in management fees (negotiable, according to the PDS) and admin and other costs estimated at 13bps per year. The new strategy is targeted at institutional clients via segregated ...

ESG-themed funds fall short of expectations

ELIZABETH MCARTHUR  |  MONDAY, 4 MAY 2020
... ethical investing objective. The fund has a fossil fuel exposure of more than 17%. "Pendal Ethical Australian Share's PDS refers to exclusion of investment in companies mining uranium for weapons manufacture, alcohol or tobacco, gaming, weapons ...

Hostplus responds to PDS controversy

ELIZABETH MCARTHUR  |  THURSDAY, 9 APR 2020
... have ample liquidity to handle the government's plan to allow people to access their super early and claims it updated its PDS in preparation for mass redemptions. As part of the Australian government's plan to keep the economy afloat during the COVID-19 ...