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

Search Results

Showing 1 - 10 of 33 results for "Inflation plus"

Ninety-seven super products fail performance test

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2023
... Balanced Trust, and Optimix Wholesale Moderate (Class A); Premiumchoice Retirement Service's MLC Wholesale Inflation Plus - Assertive Portfolio and OnePath Tax Effective Income Trust; and Retirement Portfolio Service's OnePath Wholesale Balanced ...

Investment Leadership Awards finalists named

JAMIE WILLIAMSON  |  MONDAY, 17 MAY 2021
... Management - Atrium AEF 9 BMO Global Asset Management - BMO Pyrford Global Absolute Ret. MLC Investment Management - MLC Inflation Plus - Moderate ESG - Australian Equities Alphinity Investment Management - Alphinity Sustainable Share Fund Australian ...

AMP tops worst-performing super funds list

KARREN VERGARA  |  TUESDAY, 22 SEP 2020
... OptiMix Conservative (1.7% p.a.), Zurich's Capital Stable (1.9% p.a.), OnePath's Balanced (2.2% p.a.) and MLC Inflation Plus Portfolios' Moderate Portfolio 2 (2.4% p.a.) were the worst performers on a per annum basis. The best balanced funds ...

BNY Mellon IM boutique heads for ASX mFunds

KANIKA SOOD  |  TUESDAY, 28 APR 2020
... on the ASX's mFunds marketplace, in a first for BNY Mellon's boutique partners. The Insight Diversified Inflation Plus Fund invests across equities, bonds, real assets and total return strategies, targeting long-term returns of 5% p.a. above ...

Multi-asset results mixed in COVID-19 sell-off

ALLY SELBY  |  WEDNESDAY, 1 APR 2020
... a sectorial skew to cyclical value which has been further punished during the drop," Morningstar said. "MLC WS Inflation Plus - Conservative and MLC WS Inflation Plus - Moderate maintained less aggressive equity positions at 13% and 24% respectively." ...

MLC changes super fees, adds menu

KANIKA SOOD  |  WEDNESDAY, 11 MAR 2020
... also offer a new core investment list on its Series 2 Wrap. This menu will have MLC's Horizon, Index Plus and Inflation Plus portfolios. It will charge administration fee of $260 per annum. In January last year, MLC lowered administration fees on ...

MLC funds tone down return expectations

KANIKA SOOD  |  WEDNESDAY, 2 OCT 2019
... lower returns for some of its funds, in light of "unusually low cash rates" and is cutting fees. MLC wholesale inflation plus portfolios are offered in three profiles: assertive, moderate and conservative. They aimed to beat inflation by 6%, 5% and 3.5% ...

Global manager wins Zurich mandate

HARRISON WORLEY  |  WEDNESDAY, 11 SEP 2019
... global manager. Zurich Investment Management has allocated an undisclosed amount to Insight Investment's Diversified Inflation Plus Fund for its diversified strategies - including its 40-year-old Managed Growth Fund - as it looks to protect against uncertain ...

MLC terminates fund

KANIKA SOOD  |  TUESDAY, 3 SEP 2019
... (Australia shares, diversified debt, global property, global shares property securities and others) and index plus, inflation plus and diversified portfolios.

Industry fund awards $500m mandate

KANIKA SOOD  |  THURSDAY, 4 JUL 2019
... Coolabah and Kapstream. The fund took a decision to hold longer duration bonds, moving away from cash plus and inflation plus products, Block said in a May interview with Financial Standard. "We wanted to ensure our bond product was true to label with ...
PAGE:
1
PREVIOUS
NEXT