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Showing 1 - 10 of 670 results for "retail funds"

AMP, CFS and Vision Super get the Epic Retirement Tick

RIDDHIMA TALWANI  |  THURSDAY, 1 OCT 2026
... (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 shuts down Vinva global equity retail funds

KARREN VERGARA  |  MONDAY, 21 SEP 2026
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 ...

SMSFs lure $14bn from retail, industry super funds

KARREN VERGARA  |  TUESDAY, 15 SEP 2026
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 ...

APRA hits 12 super options with failed grade

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
... 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. ...

ASFA names board chair

RIDDHIMA TALWANI  |  FRIDAY, 7 AUG 2026
... 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 ...

Super system to hit $12.4tn by 2045

VINNY VUCAGO  |  TUESDAY, 30 JUN 2026
... 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 ...

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... 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 ...

FEATURE | Member engagement | On the ball

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... 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 ...

Super funds get ahead of proposed minimum service standards: KPMG

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
... 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%.

Platform funds, mega funds to dominate: Mercer

KARREN VERGARA  |  MONDAY, 23 MAR 2026
... 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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