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Showing 1 - 10 of 5080 results for %22Investment Performance%22

The top investment funds over the past year

ANDREW MCKEAN  |  FRIDAY, 10 MAY 2024
The top-performing investment funds for the year ending March 31 have been announced, with all being ETFs focused on international equities. The BetaShares Crypto Innovators ETF (ASX: CRYP), with $158 million in net assets, led the pack with a 163.8% ...

Senior Cbus investment manager exits

ELIZABETH FRY  |  FRIDAY, 10 MAY 2024
... and quantitative solutions teams. His appointment was part of the superannuation fund's plan to internalise its investment structure. "This appointment further strengthens our overall investment capability and continues the strategy to build our ...

Perennial Partners takes over Australian Unity fund

ANDREW MCKEAN  |  WEDNESDAY, 8 MAY 2024
Perennial Partners has agreed with Australian Unity Funds Management Limited (AUFM) to take over the investment management of the latter's Future of Healthcare Fund. AUFM will also step down as trustee of the fund, with Perennial taking over as trustee. ...

Platinum's FUM dips below $14bn

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2024
... its peers also makes a return to net inflows challenging, Morningstar added, noting that its aggregate investment performance lags at least 78% compared to its peers over the one-, three- and five-year time horizons.

Australian Retirement Trust wraps up AvSuper merger

ANDREW MCKEAN  |  TUESDAY, 7 MAY 2024
... confidence," he said. AvSuper started hunting for a merger partner in December 2021, spurred by its default MySuper investment option failing the inaugural Your Future, Your Super performance test in August of that year. "Following discussions with the ...

ASIC clamps down on advisers, trustees cold calling

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
... representations they make to consumers - including around the adequacy of the client's existing fund, fees or expected performance - are misleading, they will be breaking the law. These entities must take steps to satisfy themselves about the accuracy ...

Performance test needs better metrics, durability

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... Super (YFYS) performance test was designed to protect members from underperforming products with respect to investment performance and fees, it tends to focus on the investment implementation of the strategic asset allocation (SAA) aspect as opposed ...

Macquarie Group profits falls 32% to $3.52bn

ANDREW MCKEAN  |  FRIDAY, 3 MAY 2024
... major markets with structural growth tailwinds; patient adjacent growth across new products and new markets; ongoing investment in our operating platform; a strong and conservative balance sheet; and a proven risk management framework and culture," she ...

ART reduces admin fees for high balance accounts

ELIZA BAVIN  |  WEDNESDAY, 1 MAY 2024
... Income accounts and Super Savings Retirement Income accounts will be affected. This comes after ART announced a raft of investment strategy and options changes back in March. ART chief of retirement Kathy Vincent said the fund engaged its members, advisers ...

Vanguard Super lowers fees

KARREN VERGARA  |  WEDNESDAY, 1 MAY 2024
Vanguard Super is reducing its annual administration fees off the back of strong investment performance and its short time in the market. All members will see annual administration fee go from 0.35% to 0.33% per year and the admin fee cap lower from ...
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