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Showing 1 - 10 of 36 results for "Conservative Balanced"

Australian Ethical makes changes to super menu, fees

JAMIE WILLIAMSON | TUESDAY, 24 MAR 2026

... the Growth option without the elevated risk profile. At the same time, from June it will introduce a new Conservative Balanced investment option for accumulation and pension members. It will aim to achieve returns of 2.25% per annum above inflation over ...

Aware Super makes fee changes

ELIZA BAVIN | MONDAY, 15 SEP 2025

... products. For the High Growth option fees dropped from 0.66% to 0.64%, Balanced dropped from 0.59% to 0.57%, and Conservative Balanced fell from 0.54% to 0.53%. The Conservative option saw fees jump slightly from 0.42% to 0.43%, High Growth Socially ...

Legalsuper updates investment, insurance fees

KARREN VERGARA | TUESDAY, 2 SEP 2025

... return of CPI + 2% p.a. over rolling 10-year periods to CPI + 1.5% p.a. over rolling 10-year periods. The Conservative Balanced option will instead aim to outperform an average annual return of CPI + 2.5% p.a. over rolling 10-year periods instead of ...

Brighter Super default members earn 11% in FY25

KARREN VERGARA | WEDNESDAY, 9 JUL 2025

... members in pension phase, the Growth option made 12.8% p.a. while the Balanced option earned 11.5% p.a. The Conservative Balanced option returned 10.1% p.a. while the Indexed Balanced turned in nearly 14% p.a. Rider pointed to investments in domestic ...

Aware Super delivers double digit returns

ELIZA BAVIN | THURSDAY, 3 JUL 2025

... option - its default MySuper option for under 55s - for the 2025 financial year. Retirees invested in Aware's Conservative Balanced option also enjoyed strong performance with the pension option achieving a 9.8% return. Aware Super chief investment officer ...

Legalsuper celebrates double digit returns

JAMIE WILLIAMSON | FRIDAY, 27 JUN 2025

... website, financial year to date, the Growth option has returned 13.5%, Balanced Index achieved 11%, and the Conservative Balanced product has seen a 10% return. Legalsuper chief executive Luke Symons said the returns are testament to the fund's diversified ...

Hostplus limits investment options

ELIZA BAVIN | FRIDAY, 11 APR 2025

... will be made to the defined benefit reserve investment strategy, switching from bespoke investments to the Conservative Balanced investment option. "[The changes] aim to provide greater certainty that the defined benefit reserve will be available for ...

Australian Retirement Trust primed for growth: Morningstar

JAMIE WILLIAMSON | FRIDAY, 29 NOV 2024

... Gold Medalist Rating, as with the High Growth, Conservative, and Balanced Risk Adjusted options, while its Conservative Balanced option was handed a Silver.

Hostplus ups fees, makes $125m investment

ELIZA BAVIN | WEDNESDAY, 27 NOV 2024

... its investment fees and costs for FY23/24, increasing them between 0.06% to 0.16%. Members invested in the Conservative Balanced option and the Capital Stable option saw fees rise 10bps from 0.69% and 0.59%, respectively, to 0.79% and 0.69%. Members ...

Hostplus adds investment options, makes fee changes

ELIZA BAVIN | FRIDAY, 16 AUG 2024

... investment options for members from October 1. The super fund said the new options are Indexed Growth, Indexed Conservative Balanced and Indexed Capital Stable. Indexed Growth will target 2.5% above CPI on average over 20 years, while Indexed Conservative ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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