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Showing 1 - 10 of 1357 results for "Balanced"

Federated Hermes launches global equity fund

VINNY VUCAGO | WEDNESDAY, 20 MAY 2026

... that look attractive across multiple dimensions and avoid material weaknesses, while controlling risk and maintaining balanced exposures," Lode said. The strategy has been managed since 2007 and oversees approximately US $5.8 billion in assets globally. ...

Buyer beware: Private credit as a defensive play

KARREN VERGARA | TUESDAY, 19 MAY 2026

... proprietary origination and so on," he asked. "When you think about it in that way, that has quite a good role within balanced portfolios." Danieli observes that private credit has a "definitional problem" some advisers are grappling with. To tackle ...

UniSuper makes investment changes for High Growth option

MATTHEW WAI | FRIDAY, 15 MAY 2026

... derive from conventional weapons systems and components to be up to 5%, instead of up to 1% currently, for the Sustainable Balanced, Sustainable High Growth, and Global Environmental Opportunities options. The negative screen will also no longer consider ...

legalsuper announces C-suite changes

VINNY VUCAGO | MONDAY, 11 MAY 2026

... engagement, retention and services as competition intensifies across the retirement saving sector. The fund said its MySuper Balanced option returned 12.56% for the 2024 to 2025 financial year, placing it among the strongest performing offerings in SuperRatings' ...

Advice industry can't afford CSLR to be an 'unsustainable mess': FAAA

MATTHEW WAI | FRIDAY, 8 MAY 2026

... for access and affordability of advice for everyday Australians." "There is strong support amongst advisers for a more balanced and sustainable funding model. Financial advisers should not be bearing a disproportionate share of the cost for failures ...

Vision Super to close Diversified Bonds option

KARREN VERGARA | WEDNESDAY, 6 MAY 2026

... rolling five-year periods. It targeted members who want greater stability of return and lower medium-term returns than the Balanced Growth option. The Cash option on the other hand aims to outperform the Bloomberg Ausbond Bank Bill Index over rolling ...

Core-satellite models can only be effective with purpose: Vanguard

MATTHEW WAI | WEDNESDAY, 29 APR 2026

... the defensive benefits of duration, Vanguard said. Across both Australian and global equities, advisers adopted a more balanced, style-neutral posture than in previous years. "Cash is a useful liquidity tool, but it is not a long-term return driver and ...

VanEck unveils new range of active ETFs

MATTHEW WAI | WEDNESDAY, 29 APR 2026

... international equities, fixed income and real assets. The Core+ suite, which consists of the VanEck Core+ Diversified Balanced Active ETF (VBAL); VanEck Core+ Diversified Growth Active ETF (VGRO); and VanEck Core+ Diversified High Growth Active ETF (VHGR) ...

ASIC bans another former MWL adviser

ELIZA BAVIN | THURSDAY, 23 APR 2026

... class and the Growth class of the Shield Master Fund (Shield) which were high risk investments, or they invest in the Balanced and Conservative classes which were medium risk investments. ASIC also found Morgan's Statements of Advice to his clients contained ...

Rest strengthens investment approach, digital member services

MATTHEW WAI | THURSDAY, 16 APR 2026

... and pension offerings. Its default Growth option returned -2.03% during the March quarter, while its pension default Balanced option delivered -1.55% in the same period. Rest lamented the performance was the result of the developments across the Middle ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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