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Showing 1 - 10 of 1389 results for "Balanced"

MLC AM targets EM strategy with fresh mandate

MATTHEW WAI  |  MONDAY, 26 OCT 2026
... and applies an active approach that provides core exposure to global emerging market equities through a portfolio with balanced exposure to growth, quality, value and momentum through the cycle. The strategy seeks to generate long-term excess returns ...

Brighter Super changes up investment, insurance fees

KARREN VERGARA  |  WEDNESDAY, 21 OCT 2026
... transaction costs across most options. Its MySuper option's investment fees fell from 0.75% p.a. to 0.50% p.a. The Balanced option's fees reduced from 0.65% p.a. to 0.55% p.a. and the Growth option went down from 0.64% p.a. to 0.58% p.a. The ...

Australian Ethical FUM drops by $70m

RIDDHIMA TALWANI  |  FRIDAY, 16 OCT 2026
... FY26, with further middle-market clients expected to land in early FY27. It recently launched the Australian Ethical Balanced Income Fund for wholesale investors, including foundations and not-for-profits. This is supported by the Reichstein Foundation ...

CareSuper rejigs beneficiary nominations, investment options

KARREN VERGARA  |  TUESDAY, 13 OCT 2026
... "medium to high." Its likelihood of incurring a negative annual return over a 20-year period went from 4.2 to 3.6. The Balanced option's risk level went from "medium to high" to "medium" while the likelihood of negative annual return reduced from 3.5 ...

Brighter Super expands indexed investment suite

MATTHEW WAI  |  TUESDAY, 13 OCT 2026
... taxes. Brighter Super chief member officer Lisa Kay said the new offerings complement the super fund's existing Indexed Balanced option, which invests across a mix of asset classes, providing members and advisers with "distinct building blocks" for broader ...

HESTA lowers investment fees

ELIZA BAVIN  |  TUESDAY, 6 OCT 2026
... Super's updated 30 September Product Disclosure Statement, show investment fees and costs for the default MySuper Balanced Growth option, where most of the fund's more than one million members are invested, have fallen 10%. Over the past four years ...

CareSuper bolsters leadership team with new appointments

VINNY VUCAGO  |  THURSDAY, 1 OCT 2026
... across asset classes. CareSuper also reported solid investment performance over the 2025-26 financial year, with its Balanced option returning 7.73% in the year to 30 June 2026 and its Retirement Income Balanced option returning 8.25%. The fund said ...

FSU calls for universal PPL

ELIZA BAVIN  |  MONDAY, 28 SEP 2026
... in 2021 and men now make up the majority of workers taking parental leave, despite the workforce being broadly gender balanced. Similarly, in 2022 before NAB introduced its universal PPL scheme, men made up just 6% of its primary parental leave users. ...

Pacific AM to land SMA solutions Down Under, appoints investment chief

MATTHEW WAI  |  WEDNESDAY, 23 SEP 2026
... ASX-listed Pinnacle Investment Management. The initial PPS offering will include the Pinnacle SMA range, comprising Moderate, Balanced, Income, Growth, High Growth, and Listed Growth portfolios, built exclusively from Pinnacle affiliates' actively ...

HNWIs demand outperforming, mission-driven endowment funds

KARREN VERGARA  |  FRIDAY, 4 SEP 2026
... with Aspect's mission and donor intentions. Cormican said that other pools of capital, particularly shorter-term or balanced portfolios, have a much greater emphasis on liquidity and income generation. "With an endowment, because the investment horizon ...
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