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Showing 1 - 10 of 45 results for "Total expense ratio"

Super fees continue to fall: Rainmaker

ANGELIQUE MINAS  |  WEDNESDAY, 29 OCT 2025
... marking the seventh consecutive year of fee reduction. Not-for-profit MySuper products recorded an 8% drop in total expense ratio (TER) to 0.85% per annum, while retail MySuper products experienced a small increase of 2% to a TER of 0.96% per annum. ...

KKR, Capital Group debut first public-private investment products

ANDREW MCKEAN  |  WEDNESDAY, 30 APR 2025
... significantly," depending on market conditions and its subscription activities. The Capital Group KKR Core+ fund has a total expense ratio of 84 basis points, while the Capital Group KKR Multi-Sector+ fund is priced at 89 basis points. Capital Group ...

J.P. Morgan expands ETF suite

MATTHEW WAI  |  THURSDAY, 1 AUG 2024
... adding any one of these strategies or a combination of all three to a portfolio," Creber said. JEGA will have a total expense ratio of 40bps.

Super fund fees now at record low: Data

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
Superannuation fees in Australia have reached a historic low, with the total expense ratio averaging 0.93% per annum, as per research from Rainmaker Information. Rainmaker Information's analysis of over 1500 superannuation fund fee options, spread across ...

Legalsuper hits members with increased fees

ANDREW MCKEAN  |  MONDAY, 6 NOV 2023
... 42,000 members are invested - annual fees and costs will be 0.62%, up from 0.52%. Subsequently, the fund's total expense ratio will rise from 1.09% to 1.19%. Legalsuper chief executive Luke Symons told Financial Standard that the fund was implementing ...

Rising costs bite asset owners

KARREN VERGARA  |  MONDAY, 3 JUL 2023
... three asset managers have experienced rising fund servicing costs since 2020. Some 35% of investors saw their total expense ratio (TER) increase in the past three years. Some 45% surveyed said management fees on a like-for-like basis have declined. One ...

Retail super fund pulls the plug

ANDREW MCKEAN  |  WEDNESDAY, 29 MAR 2023
... millennials with a focus on sustainable investing. However, Rainmaker Information analysis of its product fees and total expense ratio revealed that it was above benchmark for a personal product. At the time, Rainmaker said: "Elevate needs to raise FUM ...

Hostplus, Statewide provide merger details

JAMIE WILLIAMSON  |  THURSDAY, 10 MAR 2022
... versus Statewide's 11 options. However, members will pay slightly more with Hostplus. Statewide's current total expense ratio sits at 1.10% while Hostplus' is 1.17% - industry average is 1%, according to Rainmaker Information. A Statewide MySuper member ...

Cbus, Media Super set merger date

JAMIE WILLIAMSON  |  WEDNESDAY, 23 FEB 2022
... would need to review and increase our current fees and costs." According to Rainmaker Information, the new total expense ratio is still below the MySuper average of 1.08%, coming in at 0.91%. Meanwhile, most members will see a 2% decrease in insurance ...

Half of all super products cut fees: Data

JAMIE WILLIAMSON  |  THURSDAY, 9 DEC 2021
... 1% overall. The average default MySuper product now charges 1.08%, down from 1.13% the previous year. The total expense ratio for not-for-profit and retail funds is now 1.07% and 1.08%, respectively. There is also no difference in the total fee ratio ...
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