Search Results | Showing 1 - 10 of 670 results for "retail funds" |
| | | ... (digital & phone), engagement, and retirement income tools and calculators, leading to two of the three new funds being retail funds. "Several more funds introduced a retirement bonus this year, but there was less innovation in terms of lifetime products. ... |
| | | | Magellan Asset Management is shuttering two Vinva global equity funds, active systematic retail strategies, two years after they were brought to market. Reaching $165.3 million in assets under management at the end of August, Magellan, as responsible ... |
| | | | Self-managed super funds (SMSFs) scored nearly $14 billion in retirement savings at the expense of industry and retail funds over recent years, a new report from Class shows. An analysis of Class SMSF clients in its Annual Benchmark Report revealed ... |
| | | | ... 2026 APRA superannuation performance test, with BUSSQ being the only industry fund to make the list dominated by retail funds. One MySuper product and 11 trustee-directed products (TDPs) failed out of a pool of 547 superannuation products APRA assessed. ... |
| | | | ... building retirement savings to helping members use them. "Linda has spent her career working across industry and retail funds, platforms, advice, and government. She is uniquely qualified to lead super's peak body as ASFA works on delivering our ... |
| | | | ... expected to strengthen their dominance, increasing their share of total assets from around 45% today 55% by 2045, while retail funds and self-managed super funds are forecast to lose market share. The report also warns the growing size of super funds ... |
| | | | ... has an 11.3% allocation while unlisted property has 5.4%. Industry super funds' invested assets doubled that of retail funds at $1.58 trillion and $861.9 billion respectively. Industry super funds have the biggest amount invested in private debt ... |
| | | | ... points from -19% in 2024 to -4% one year later. Member satisfaction also improved, edging up from 66% to 68%, with retail funds narrowing the gap on their industry fund counterparts, though the latter continues to lead on satisfaction overall. The report ... |
| | | | ... remained stable at 0.26%. Industry funds continue to charge the lowest amount for default products at 0.23% while retail funds charge more at 0.35%. |
| | | | ... sophisticated reserving and capital management practices - now have some access to capital, a historic advantage for retail funds. Funds with stronger new member growth and access to capital will be better positioned to serve their members in the future ... |
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