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Showing 1 - 10 of 202 results for "Balanced Fund"

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 ...

How young Australians are missing out on better super returns

ANDREW MCKEAN  |  TUESDAY, 12 DEC 2023
Young Australians are missing out on higher superannuation returns by parking their retirement savings in default MySuper products, instead of exploring other investment options. Analysis of APRA data by Innova Asset Management revealed that an all-equities ...

GESB debuts first sustainable option

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2023
... with a greater focus on ESG considerations." The option is managed by Pendal, invested in the Pendal Sustainable Balanced Fund. It invests in Australian and international shares, Australian and international listed property, Australian and international ...

Ninety-seven super products fail performance test

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2023
... products, seven ipac products, three North Guardian options, two SUMMIT Select products, and the MyNorth Dynamic Balanced Fund. In response, AMP said the options that failed represent just 1.5% of the total FUM held by AMP in super and pensions. It added ...

ASFA, Super Consumers Australia revise retirement standards

CHLOE WALKER  |  MONDAY, 28 AUG 2023
... maintaining your living standards is about 3% to 8% higher than last year," SCA said. "But if your super is in a typical balanced fund, you would have seen your balances grow by about 9% over the last year, helping to make up this shortfall and cover ...

Australian Ethical unveils new moderate fund

CHLOE WALKER  |  FRIDAY, 11 AUG 2023
... fund will sit within Australian Ethical's multi-asset/diversified suite of products, which already includes the balanced fund, high growth fund and diversified shares fund. Between March and May 2023, the Australian Ethical logged a positive net flow ...

Colonial First State chalks up strong super returns

ANDREW MCKEAN  |  THURSDAY, 20 JUL 2023
... FirstChoice Employer Super growth fund (Lifestage 1975-1979) delivered a 12.2% return. The CFS FirstChoice Employer Super balanced fund (Lifestage 1965-1969) raked in a 10.5% return. Additionally, Essential Super achieved a 10.7% return. Colonial First ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
If a male and female customer, each experiencing the same car troubles, take their vehicles for repairs to the same mechanic, who is more likely to get ripped off? That a woman will end up paying more is a tired cliché that continues to play out in ...

What you read in 2022

CASSANDRA BALDINI  |  FRIDAY, 16 DEC 2022
Amid a year of economic turbulence and soaring inflation, Financial Standard's most read stories reveal attention was once again focused on the evolving superannuation sector. The worst performing super products and funds underscore the majority ...

Hostplus defies inflation fears

ELIZABETH FRY  |  MONDAY, 28 NOV 2022
... says. He is quick to point out that bonds were a disaster last year, and that Hostplus was slammed for eschewing a balanced fund comprising equities and bonds; "How is that going for other funds?" Nevertheless, Sicilia says there are times when falling ...
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