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Showing 1 - 10 of 670 results for "Investment performance"

Platinum's FUM dips below $14bn

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2024
... its peers also makes a return to net inflows challenging, Morningstar added, noting that its aggregate investment performance lags at least 78% compared to its peers over the one-, three- and five-year time horizons.

Performance test needs better metrics, durability

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... Super (YFYS) performance test was designed to protect members from underperforming products with respect to investment performance and fees, it tends to focus on the investment implementation of the strategic asset allocation (SAA) aspect as opposed ...

Vanguard Super lowers fees

KARREN VERGARA  |  WEDNESDAY, 1 MAY 2024
Vanguard Super is reducing its annual administration fees off the back of strong investment performance and its short time in the market. All members will see annual administration fee go from 0.35% to 0.33% per year and the admin fee cap lower from ...

The funds delivering up to 30% returns: Mercer

ELIZA BAVIN  |  MONDAY, 29 APR 2024
Mercer's investment performance charts have revealed which Australian funds are giving investors the biggest returns, with some delivering over 30%. ECP Asset Management's All Cap fund was the top performer, delivering a massive 32% annual return, before ...

Platinum announces strategic review

ELIZA BAVIN  |  FRIDAY, 26 APR 2024
... "It has been a difficult year so far at Platinum. We have seen net outflows, declines in revenue and our investment performance is not where we would like it to be for our clients. Change is necessary and, whilst we have a full agenda, I am confident ...

Actuaries Institute proposes new performance test measure

ANDREW MCKEAN  |  TUESDAY, 23 APR 2024
... strategies. "... the risk-adjusted metric should ensure sufficient weighting is placed on fees by testing investment performance after accounting for both investment and administration fees. This also avoids the risk of any gaming in trustees classifying ...

Vanguard backs current performance test

ANDREW MCKEAN  |  FRIDAY, 19 APR 2024
... as it's "the only forward-looking measure" for consumers to compare superannuation products. "Sorting by investment performance and the performance test as it stands may risk misleading consumers about the future returns they could achieve," she said. ...

Mercury Capital acquires KKR's stake in Findex

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
... Australia and New Zealand," Findex chief executive Matt Games said. "Our scale and record of outstanding investment performance, delivered through our market leading Wealth Accounting model is expected to be further enhanced by the partnership with Mercury." ...

Regal shutters East Point AM

KARREN VERGARA  |  TUESDAY, 9 APR 2024
... of March, growing 10% from the end of 2023. During the first three months of 2024, Regal said positive investment performance contributed 7% or $0.8 billion of FUM growth for the quarter and was particularly strong across the long/short equities strategies. ...

Morningstar warns of stretched valuations in Australian equities

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
... flows and cost reductions. "While Perpetual's investments business is in net outflow, we believe improving investment performance supports new mandate wins and lower redemptions," Morningstar said. "Additionally, we anticipate improved flows for both ...
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