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Showing 1 - 9 of 9 results for "Balanced Pool"

Industry funds feast, retail funds snack, corporate funds freefall

ANDREW MCKEAN  |  THURSDAY, 29 MAY 2025
... followed by Hostplus - Balanced (7.7%), Team Super - High Growth (7.6%), Australian Retirement Trust - Lifecycle Balanced Pool (7.3%), and AustralianSuper - Balanced (7.2%).

Australian Retirement Trust announces new investment strategy and options

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... ART said it would be changing the investment objective for the Cash Pool and updating the asset allocation of the Balanced Pool. As a result, it said the Lifecycle investment strategy is expected to give higher returns over the long term but could also ...

Industry funds' illiquid assets scrutinised

ANDREW MCKEAN  |  THURSDAY, 11 MAY 2023
... options. She used unlisted assets as a rough stand-in for illiquid assets. The Australian Retirement Trust Lifecycle Balanced Pool holds the highest level of unlisted assets (34%); UniSuper's Balanced option holds the lowest level at 13%. Meanwhile ...

Best performing MySuper investment option named

ANDREW MCKEAN  |  THURSDAY, 12 JAN 2023
... Rounding out the top 10 were Active Super High Growth, Aware Super High Growth, Australian Retirement Trust Lifecycle Balanced Pool, Australian Super Balanced, GuildSuper MySuper, Vision Super Balanced Growth and SA Metropolitan Fire Service Super Scheme ...

Sunsuper announces investment, insurance changes

ELIZA BAVIN  |  TUESDAY, 18 AUG 2020
... strategies, while reducing its holding of private capital and diversified strategies. For the balanced option and balanced pool the fund has increased its strategic holding in Australian shares, international shares, fixed interest and cash, and reduced ...

BT fund to wind up

KANIKA SOOD  |  WEDNESDAY, 12 FEB 2020
It's the end of the road for a BT multi-asset fund managed by Pendal after 52 years, as investor demand ebbs out. The BT Institutional Diversified Balanced PST was managed by Stuart Eliot and invested in local and global shares, fixed interest ...

FEATURE: The circle of life

DARREN SNYDER  |  MONDAY, 9 NOV 2015
... more volatile investments - like shares." Sunsuper's lifecycle investment strategy sees members invested in the balanced pool until they turn 55-years-old before progressively shifting assets to a less risky investment pool. New kids on the block In ...

Sunsuper launches MySuper fund

MARK SMITH  |  THURSDAY, 17 OCT 2013
... individual basis." Sunsuper's Lifecycle Investment Strategy is designed so that a member's balance is invested in the Balanced Pool (which has an allocation of approximately 70 per cent to growth assets) until age 55. After age 55, a member's balance ...

Maple-Brown Abbot tops balanced pooled super rankings: Rainmaker

John Fernando Maple-Brown Abbot (MBA) had the highest returns among Australian fund managers for balanced pooled superannuation funds in 2002, returning a loss of 3.12% in a miserable year investors, Rainmaker Information said today. MBA was also ranked ...
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