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Showing 1 - 10 of 1168 results for "Balanced"

Threats outside the Australian financial system build: RBA

ANDREW MCKEAN  |  TUESDAY, 26 MAR 2024
... Australia's (RBA's) latest Financial Stability Assessment has said that although risks to global economy have been balanced as inflation has eased, risks to financial stability remain. The Assessment said there is a possibility that these risks may ...

AvSuper prepares members for merger, fee changes

KARREN VERGARA  |  FRIDAY, 22 MAR 2024
... return after fees and tax above CPI over rolling 10-year periods by 3.5% p.a. These members will be aligned to ART's Balanced option, which aims to return CPI+4% p.a. over rolling 10-year periods after investment and transaction costs. AvSuper and ...

Perpetual, Pendal combine multi-asset capabilities

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
... portfolio manager of 11 funds, of which O'Dea will now assume responsibility for 10. These are the Pendal Active Balanced Fund, Pendal Active Conservative Fund, Pendal Active Moderate Fund, Pendal Active Growth Fund, Pendal Active High Growth Fund ...

Australian Retirement Trust announces new investment strategy and options

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... gradually between July 1 and September 30 this year. "We're changing the underlying investments of the strategy from Balanced, Retirement and Cash Pools to High Growth, Balanced and Cash Pools. Updating the age at which we transition and how we transition ...

Advanced ETP portfolios come at higher cost, complexity

ANDREW MCKEAN  |  THURSDAY, 14 MAR 2024
... products (ETPs), but this comes with increased fees and complexity. According to Rainmaker Information, constructing a balanced portfolio with intermediate ETPs, which target systemic risks like style and market capitalisation factors in equities and ...

Best default super funds revealed

ANDREW MCKEAN  |  MONDAY, 4 MAR 2024
... Court proceedings from ASIC over allegations of greenwashing. Aware Super's High Growth strategy and Hostplus' Balanced option also showed strong performance, recording returns of 8.4% and 8.2%, respectively, over the decade. For a broader perspective ...

Global economy to grow at a slower positive rate

CHLOE WALKER  |  WEDNESDAY, 28 FEB 2024
... the future environment appears complex, we believe investors should remain mostly invested in risk assets (as part of a balanced portfolio) over the long term," she said. "It's important to remain disciplined and patient, while also taking advantage ...

Younger Aussies embracing SMSFs, guidance needed

CHLOE WALKER  |  WEDNESDAY, 21 FEB 2024
... retirement roadmap that aims to have half of a person's wealth outside of super, and half inside, and having a fairly balanced approach to that," she said. "Looking at how the members are looking to generate various income streams for themselves ...

Betashares to launch Nasdaq ETFs

CHLOE WALKER  |  THURSDAY, 8 FEB 2024
... range of asset classes in a single transaction," Grant said. "By taking advantage of ETFs, advisers can construct well-balanced portfolios tailored to their clients unique risk tolerance and financial goals."

ASIC issues interim stop orders against Keystone

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
... interests in the fund, which is managed by CF Capital Investments. The orders apply across all classes of the fund, being Balanced, Growth, High Growth, and Conservative. The regulator said it made the orders "to protect retail investors from acquiring ...
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