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Showing 1 - 10 of 2055 results for "Plus"

2025 economic outlook 'threatening': AMP

ELIZA BAVIN  |  THURSDAY, 5 DEC 2024
... said investors can expect both global and Australian shares to return a "far more constrained" 7% in the year ahead, as 20%-plus returns from global shares are not sustainable. "Stretched valuations after two strong years, the ongoing risk of recession ...

Australian Retirement Trust primed for growth: Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2024
... investment leadership team playing to their strengths," but warned of key person risks. In its review of the $305 billion-plus super fund, Morningstar has highlighted its investment team's prowess, the design and application of the investment process ...

Super fund adds to Payden & Rygel mandate

KARREN VERGARA  |  MONDAY, 25 NOV 2024
... dynamically across sectors and individual securities with the aim of achieving its return objective of overnight deposit rates plus 3-5%," he said. Payden & Rygel portfolio manager Eric Souders said the mandate was awarded at a time when investors are ...

Cbus appoints head of advice

ELIZABETH FRY  |  FRIDAY, 15 NOV 2024
... increase in the provision of personalised financial advice for retirement planning. Cbus has just launched Advice Essentials Plus which aims to provide affordable financial advice to members and their spouse or partner.

Australian economy 'fundamentally sound': CBA

ELIZA BAVIN  |  WEDNESDAY, 13 NOV 2024
... the quarter, in line with the market. While cost of living pressures remain challenging, consumer arrears - based on a 90-plus day arrears rate for home loans, personal loans, and credit card levels - were favourably impacted by seasonal trends over ...

Cbus rolls out Advice Essentials Plus

KARREN VERGARA  |  MONDAY, 28 OCT 2024
Cbus Super has launched its new financial advice offering, Advice Essentials Plus, which is a step up from its intra-fund advice service. Advice Essentials Plus is the third option on Cbus's financial advice menu, which currently comprises Advice ...

IAM announces new product, appointment

ELIZA BAVIN  |  MONDAY, 21 OCT 2024
... portfolios," Lambert said. "Large scale ABS and RMBS funds typically charge investors ongoing fees of 0.50% to 0.90% a year, plus platform fees and bid-ask spread upon entry and exit, so our pricing will be more attractive. We expect that our competitive ...

High-profile Tribeca manager sets up shop

KARREN VERGARA  |  MONDAY, 14 OCT 2024
... her top-performing $1.5 billion long-short equity fund to set up a new shop. Liu is effectively taking the Tribeca Alpha Plus Fund in a management buyout with the "blessings" of Tribeca managing director David Aylward, she told Financial Standard. "The ...

Hamilton Lane debuts private markets infra fund

JAMIE WILLIAMSON  |  THURSDAY, 10 OCT 2024
... liquidity in the form of monthly or quarterly redemptions," Hamilton Lane said. "The funds' diversified portfolios focus on core plus and value add infrastructure assets that share the traditional characteristics of infrastructure, including high barriers ...

AustralianSuper updates deceased members' investments

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... AustralianSuper said it lowered the CPI investment objective as it expects medium-to-longer term returns to decrease in five-plus years. In July, the super fund introduced several changes to its investment exposures and fees. MySuper, Choice, and TTR ...
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