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Showing 81 - 90 of 256 results for %22Index Balanced%22

Small caps soar amid accelerated revolution

ALLY SELBY  |  THURSDAY, 21 MAY 2020
... outperformed. During March, small caps performed broadly in line with their larger counterparts, with the ASX Small Ordinaries Index dropping 20%, compared to the S&P/ASX 50's fall of 17.3%. Since the beginning of April, both small and large caps ...

Volatility continues to drive investors

HARRISON WORLEY  |  THURSDAY, 7 MAY 2020
... significant movement in the market, volatility also increased. As measured by the average daily movement in the All Ordinaries Index, volatility hit 1.6% in April, compared to just 0.4% last April. Further, expected future volatility - as measured by ...

CBA Group Super posts -7.7% returns for March quarter

KANIKA SOOD  |  MONDAY, 20 APR 2020
... sharemarkets over the three-month period from 1 January to 31 March 2020. The Australian sharemarket, measured by the S&P/ASX 200 index, experienced a fall of approximately -24% in the period, whereas our Balanced (MySuper) option return was approximately ...

Will COVID-19 kill the balanced option?

ELIZABETH MCARTHUR  |  THURSDAY, 9 APR 2020
... investment option, he thinks. "We have seen absurd examples of this problem with super funds white labelling Vanguard's Growth Index Fund as 'balanced' and another industry fund simply changing the name of an option from 'growth' to 'balanced' without ...

Multi-asset results mixed in COVID-19 sell-off

ALLY SELBY  |  WEDNESDAY, 1 APR 2020
... outcomes," Morningstar said. "FirstChoice WS Moderate for instance held identical cash levels as the Morningstar balanced index yet returned negative 17.45% for the period." Unsurprisingly, growth funds performed relatively worse on average to balanced ...

Volatility hits super funds

HARRISON WORLEY  |  TUESDAY, 17 MAR 2020
... 20 - when the market peaked - and March 12, when the ASX200 closed at 5304. Over that time the Australian share ASX 200 index dropped by 25.9% and the fund's Australian Share option returned -22.8%. First State Super's balanced growth option ...

Investment Manager of the Year named

JAMIE WILLIAMSON  |  WEDNESDAY, 19 FEB 2020
... Opportunities Fund named best Australian Equities - Small Cap. BlackRock was recognised for the top International Equities - Index/Enhanced product in the BlackRock Fission Indexed International Equity Fund. Later, the BlackRock Scientific Diversified ...

Pendal cuts fees on equities fund

KANIKA SOOD  |  TUESDAY, 11 FEB 2020
... since inception and after fees is 10.16%, above the 9.75% per annum return of its benchmark MSCI Emerging Markets (Standard) Index (Net Dividends) in AUD. However, at December end, it was underperforming the benchmark for one, two, three and five years. ...

Investment Leadership Awards finalists revealed

JAMIE WILLIAMSON  |  WEDNESDAY, 22 JAN 2020
... Opportunities Fund Australian Ethical Australian Shares Fund Australian Ethical Diversified Shares Fund AUSTRALIAN EQUITIES - INDEX/ENHANCED Dimensional Australian Large Company iShares Australian Equity Index Fund Macquarie Aust Pure Indexed Equities ...

VanEck changes ETF portfolios

ALLY SELBY  |  THURSDAY, 19 DEC 2019
... Vectors FTSE International Property (Hedged) ETF (ASX: REIT). "REIT tracks the FTSE EPRA Nareit Developed ex Australia Rental Index AUD Hedged, which consists of securities that are real estate investment trusts (REITs) and companies listed on the exchanges ...