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Showing 1 - 10 of 636 results for "Retail funds"

Best super fund products revealed

ANDREW MCKEAN  |  WEDNESDAY, 27 MAR 2024
... products, 72 (44%) are workplace products, 50 (30%) are retirement products, and 42 (26%) are personal products. Retail funds accounted for 29% of the AAA products, meanwhile not-for-profit funds constituted the lion's share at 71%, including 85 products ...

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

ANDREW MCKEAN  |  THURSDAY, 21 MAR 2024
... 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 demographic base, and the ability to invest ...

Best default super funds revealed

ANDREW MCKEAN  |  MONDAY, 4 MAR 2024
Superannuation research shows that retail funds dominated in the 12 months to January end. League tables show Vanguard Super's default lifecycle investment option bested competitors for the year ending 31 January 2024. According to Rainmaker Information ...

Annuities too expensive for most retirees: Research

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
... even more expensive, the research house added. This likely explains why only 3% of retirement assets across NFP and retail funds are held in annuities, even when they're treated so favourably within the Age Pension Asset Test. This rises to just 6% when ...

Super fund satisfaction improves: Roy Morgan

CHLOE WALKER  |  WEDNESDAY, 24 JAN 2024
... the decline in customer satisfaction has occurred since mid-2021 due to the volatility experienced by the ASX200. "Retail funds are down 8% to 58.9% and are at their lowest level of satisfaction for over three years since November 2020," she said. "Public ...

Bragg proposes super fund reforms to protect retail investors

ANDREW MCKEAN  |  WEDNESDAY, 10 JAN 2024
... as of June 202 2. Industry super funds had invested 18% of their members' assets in Australian stocks, while retail funds had allocated 28%, representing approximately $316 billion and $193 billion respectively.

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

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2023
... $50-$100 billion. Rainmaker also predicts that, within a decade, just 15% of institutional super assets will be held by retail funds, driving one-third of all FUM into the hands of internal investment teams. So, while internalisation has already had ...

ClearView offloads chunk of Centrepoint Alliance stake

CASSANDRA BALDINI  |  FRIDAY, 17 NOV 2023
... novated leasing, and insurance broking. Additionally, COG said it remains focused on building a scaled company in retail funds management. "The strategic rationale for the acquisition of the CAF interest is that it builds on the first limb of COG's ...

Super fund fees now at record low: Data

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
... funds." Regarding MySuper products, not-for-profit funds generally have lower administration fees, in contrast to retail funds which typically offer lower investment fees. Meanwhile, personal and retirement products have higher average fees at 1.16% ...

Equity Trustees combines super, trustee arms

JAMIE WILLIAMSON  |  FRIDAY, 11 AUG 2023
... Investment Partners recently mandated EQT for four funds, while AL Capital also appointed it to oversee its new range of retail funds.
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