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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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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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