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Showing 1 - 10 of 777 results for "Retail fund"

Cromwell gets $457m for European funds platform

JAMIE WILLIAMSON  |  THURSDAY, 23 MAY 2024
... Australia and New Zealand. Under the deal, Stoneweg will acquire all of Cromwell's European business, excluding the Polish Retail Fund which was offloaded elsewhere. Following the transaction, Cromwell's pro-forma gearing and look-through gearing will ...

Equity Trustees scores Woodbridge mandate

ELIZA BAVIN  |  MONDAY, 22 APR 2024
Woodbridge Capital has appointed Equity Trustees as the responsible entity of its new retail fund, the Woodbridge Secured Income Fund. Equity Trustees executive general manager, corporate and superannuation trustee services Andrew Godfrey said he is ...

Best super fund products revealed

ANDREW MCKEAN  |  WEDNESDAY, 27 MAR 2024
The best superannuation fund products, based on factors such as investment performance, insurance, fees, and organisational strength, have been named. Rainmaker Information awarded its annual "symbol of excellence" AAA Quality Rating to 48 super funds ...

Industry funds set to gobble up over 50% of superannuation assets

ANDREW MCKEAN  |  THURSDAY, 21 MAR 2024
Industry funds will soon be home to more than 50% of all superannuation assets, as per Deloitte's Dynamics of the Australian Superannuation System report. Retail funds are anticipated to grow in the future, thanks to their existing scale, a wealthier ...

Best default super funds revealed

ANDREW MCKEAN  |  MONDAY, 4 MAR 2024
... CFS' FirstChoice Employer lifecycle product matched this return over the same timeframe. Continuing the pattern of retail fund supremacy in the performance rankings, a lifecycle product from Virgin Money also delivered a 11.2% return. However, over ...

Annuities too expensive for most retirees: Research

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
Analysis shows an annuity that pays an income equivalent to the Age Pension would cost a retiree more than $500,000. In researching whether annuities could solve superannuation's need for better retirement income stream solutions, Rainmaker Information ...

Wingate-backed non-bank lender prices $1bn RMBS

CHLOE WALKER  |  MONDAY, 26 FEB 2024
... inaugural residential mortgage-backed securities (RMBS) public term issuance of its kind as it readies to launch a retail fund. The transaction is said to be the largest inaugural non-bank RMBS issuance in Australian history, doubling the previous largest ...

Super fund satisfaction improves: Roy Morgan

CHLOE WALKER  |  WEDNESDAY, 24 JAN 2024
Members' satisfaction with their superannuation fund is improving, Roy Morgan data shows. Fresh findings from the research house saw super fund awarded a rating of 69.5% in November 2023, an increase of 0.9% from the last reported results in July 2023. ...

Bragg proposes super fund reforms to protect retail investors

ANDREW MCKEAN  |  WEDNESDAY, 10 JAN 2024
Senator Andrew Bragg has called for new reforms aimed at safeguarding retail investors as superannuation funds increase their ownership stakes in Australian public companies. In an opinion piece for The Australian, Bragg proposed broadening the Takeovers ...

Internal teams to manage 43% of super FUM by 2043: Data

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2023
While just 17% of APRA-regulated superannuation fund under management is currently overseen by internal investment teams, it's estimated this will balloon to almost half the total FUM come 2043. Presently, about 23% of not-for-profit (NFP) super funds' ...
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