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| | | ... protect their members savings on platforms, finding "stark" gaps in the monitoring of harmful advice fee deductions and unusual fees and investment patterns. ASIC commissioner Simon Constant said: "Some trustees failed to establish basic protections ... |
| | | | ... investment objective and benchmark - it aims to outperform the S&P/ASX Mid Small Cap Index over rolling three-year periods before fees. Infinity, which has about $4 billion in assets, sits under Viridian's investment and wealth management division ... |
| | | | ... tracks the Cotality National Home Value Index and targets an investment return rate (IRR) of 12% to 16% per annum, net of all fees and costs. It requires a minimum investment of $100,000, with a distribution frequency of every six months. LongView operates ... |
| | | | ... International, were $308 million, in line with March quarter ($308 million)." L1 Group said it expects the realised performance fees for the six-month period to June to total approximately $122 million to $127 million. "This amount includes the previously ... |
| | | | ... asset quality and GP quality is essential. Done well, co-investment represents a genuine source of alpha - through reduced fees, tighter alignment, and better visibility into the underlying assets," he says. CI Global Asset Management head of fixed income ... |
| | | | Aware Super has informed former TelstraSuper members' insurance fees will rise following the merger of the two funds, completed in May. "Before the merger with Aware Super, TelstraSuper informed Personal Plus members that their insurance arrangements ... |
| | | | ... that responsibility." The Balanced option delivered 8.90% per annum over 10 years and 7.50% per annum over 20 years after fees and taxes. HESTA, Cbus, Mercer, Australian Retirement Trust (ART), AustralianSuper, UniSuper and Aware Super have also delivered ... |
| | | | ... in clients' best interests, gave conflicted advice, and issued defective statements of advice while receiving millions in fees. Merhi allegedly used marketing companies to direct clients to his advice businesses, Venture Egg and Financial Services Group ... |
| | | | ... introduced following the Financial System Inquiry, recovers ASIC's costs through a combination of industry funding levies and fees for service. Levies support ongoing activities including supervision, surveillance, enforcement, policy advice, education ... |
| | | | ... on compounding client capital over a full market cycle with disciplined attention to downside risk. "As in prior periods, fees on the vast majority of GQG's FUM are calculated as a percentage of assets under management rather than performance fees linked ... |
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