Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 37 results for "Conservative Balanced"

UniSuper, Aware Super deliver positive returns

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

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 ...
PAGE:
1
PREVIOUS
NEXT