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Showing 1 - 10 of 761 results for "Conservative"

Shaw and Partners refurbishes asset management unit, expands team

KARREN VERGARA  |  WEDNESDAY, 2 SEP 2026
... 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 ...

Super trustee business dents Equity Trustees' FY26 results

MATTHEW WAI  |  THURSDAY, 27 AUG 2026
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 ...

Growth assets drive recovery for super in latest quarter: Morningstar

MATTHEW WAI  |  THURSDAY, 6 AUG 2026
... 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 ...

Macquarie chair provides 'cautious' outlook at AGM

ELIZA BAVIN  |  THURSDAY, 23 JUL 2026
... 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 ...

Rest calls for better alignment in default options

MATTHEW WAI  |  TUESDAY, 21 JUL 2026
... 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 ...

UniSuper, Aware Super deliver positive returns

RIDDHIMA TALWANI  |  WEDNESDAY, 8 JUL 2026
... 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 ...

Lack of awareness impacts retirement satisfaction: TAL

MATTHEW WAI  |  THURSDAY, 11 JUN 2026
... 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 ...

Investment performance will not help smaller balances: Research

MATTHEW WAI  |  TUESDAY, 9 JUN 2026
... 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 ...

ASIC bans another former MWL adviser

ELIZA BAVIN  |  THURSDAY, 23 APR 2026
... 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 ...

Baby boomers look to switch benefactors' advisers: Natixis

RIDDHIMA TALWANI  |  MONDAY, 20 APR 2026
... 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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