Search Results | Showing 1 - 10 of 761 results for "Conservative" |
| | | ... billion of this sits in managed accounts. Furthermore, the group launched four new multi-asset funds across moderately conservative, balanced, growth and high growth investment profiles, as well as a high-yield credit fund. "The establishment of Shaw ... |
| | | | Equity Trustees (EQT) posted substantial growth in profits in the financial year ending June 30, despite sustaining a $7.5 million loss from its super trustee business over the period. EQT Group's net profit after tax (NPAT) was $26.4 million, reflecting ... |
| | | | ... rose 4.80%. Moderate and Flexible options also delivered positive returns of 3.48% and 3.84%, respectively, while Conservative options gained a more modest 1.92%, the report highlighted. Morningstar recognisedwithin the Superannuation Multisector Growth ... |
| | | | ... regulatory requirements. Looking ahead, the board said Macquarie continues to maintain a "cautious stance" with a conservative approach to capital, funding and liquidity to position the business well to respond to the current environment. Macquarie flagged ... |
| | | | ... greatly from standardised investment labels that apply consistent definitions for different risk categories like Conservative, Balanced and Growth," Clancy added. "A framework based on standardisation and consistency would improve transparency and allow ... |
| | | | ... returned 13.1% and 12.3% respectively. Aware Super's High Growth option returned 8.54%, while its Retirement Income Conservative Balanced option delivered 6.24% for the period. Aware Super said diversification provided a buffer against market volatility ... |
| | | | ... Age Pension reliance. "Without certainty about future income, even retirees with adequate savings may default to conservative spending. Product design can help - giving people confidence to enjoy their retirement while knowing their essential needs are ... |
| | | | ... market instability. The research said retirees with larger balances can withstand higher withdrawals, but "overly conservative allocations virtually guarantee erosion." "If someone has a low superannuation balance, one option is to adjust spending. Our ... |
| | | | ... 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 false ... |
| | | | ... volatility, asset allocation and return expectations to achieve financial security." Baby boomers remained the most conservative in managing wealth, with only 27% of them willing to take risks to get ahead. This cohort also saw just 26% invested in private ... |
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