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Showing 1 - 10 of 224 results for "Unlisted assets"

Super 'safest' entry in private market for retail investors: Morningstar

RIDDHIMA TALWANI | THURSDAY, 28 MAY 2026

... cost of their private investment portfolios," Morningstar said. Overall, the super sector's allocation to unlisted assets averaged about 16.5% as of June 2025. Industry funds continue to maintain a materially higher allocation to unlisted assets ...

ART overhauls death and TPD insurance fees

RIDDHIMA TALWANI | FRIDAY, 15 MAY 2026

... strategic allocation to Australian shares by 1% and increasing allocation in international shares by 0.75% and unlisted assets and alternatives category by 0.5%. It will increase its fixed income allocation by 0.75% and reduce cash holdings by 1%.

Vision Super to close Diversified Bonds option

KARREN VERGARA | WEDNESDAY, 6 MAY 2026

... be invested in the Cash option on that date. Vision Super recently appointed Jonathan Stagg as its new head of unlisted assets. Stagg came from Zenith Investment Partners, which he joined in November 2023 as part of the real assets research team. He ...

Rest strengthens investment approach, digital member services

MATTHEW WAI | THURSDAY, 16 APR 2026

... said AI is reshaping how economies grow and how people work - and it's happening faster than expected, while its unlisted assets, including private equity and infrastructure, performed strongly over the quarter and helped offset returns from shares and ...

FEATURE: Private equity | Time to deploy

ELIZA BAVIN | TUESDAY, 14 APR 2026

... fund is feeling positive about the opportunities the PE market can provide members. "ART is a big advocate of unlisted assets. More generally, we have a very large unlisted portfolio, but there's really three main reasons as to why we believe in ...

Perpetual multi asset leads exits

ELIZABETH FRY | THURSDAY, 26 MAR 2026

... implemented portfolios and managed fund model portfolios. On top of that, she oversaw an alternatives program covering unlisted assets and absolute return strategies. Kav was promoted to the multi-asset role in 2024, having previously served as head ...

Wealth levels triple for middle Australia: SMC

ELIZA BAVIN | TUESDAY, 24 MAR 2026

... in the income generated by companies and assets. SMC said super funds' ability to invest for their members in unlisted assets - such as infrastructure like airports and toll roads, property and private markets - has acted as a stabilising force in the ...

Vision Super adds private markets lead

ELIZABETH FRY | THURSDAY, 12 FEB 2026

Industry fund Vision Super has appointed Jonathan Stagg as its new head of unlisted assets. Stagg joins from Zenith Investment Partners, which he joined in November 2023 as part of the real assets research team. There, he covered a diverse mix of infrastructure ...

Future Group rejigs investment team

ELIZABETH FRY | THURSDAY, 5 FEB 2026

... JP Morgan as a senior financial data analyst, overseeing quantitative modelling for derivatives and listed and unlisted assets. "This new structure positions Future Group for its next phase of growth while maintaining the highest standards of governance ...

Member governed super boards deliver more: SMC

JAMIE WILLIAMSON | WEDNESDAY, 4 FEB 2026

... 10-year annualised return range of between 7.4% and 8.3% per year. It also said they typically invest more in unlisted assets which deliver stronger, risk-adjusted returns and "contribute to enhanced stability during market shocks, including the Global ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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