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Financial Planning

Alliance a work in progress

Alliance's Wholesale Australian Equity Growth Fund has experienced both strategic and personnel difficulties in recent times.

BT's multi-manager funds hit $1 billion

BT's multi- manager fund has hit $1 billion in funds under management representing a 70 per cent increase in one year.

A premium choice in boutique shopping

Platform provider PremiumChoice has increased its boutique manager offerings as part of its strategy to combine boutique funds with traditional funds.

Compulsory super contributions not enough to maintain standard of living

A report produced on behalf of CPA Australia has revealed reliance on compulsory employer superannuation contributions to fund retirement will lead to a reduction in living standards of up to 69 per cent.

PM Capital Australian Opportunities fund closes

After reaching its $500 million target PM Capital will close its Australian Opportunities Fund to new investments.

Mariner parks infrastructure trust at Opera House

Financial services group Mariner has launched an infrastructure trust with the Sydney Opera House's car par as its principal asset and offering tax deferred returns of up to 19.8 per cent.

Industry super funds outperform by three times

Industry superannuation funds have outperformed their retail rivals by nearly three times and over a 40 year investment period generate 35 per cent more for members according to research data released by SuperRatings and Rainmaker Information on behalf ...

ING on the right track

In recent times ING's Wholesale Australian Share Trust has been battling both performance problems and personnel issues but a refinement in strategy coupled with new staff appointments see the fund well placed for a reversal of fortunes.

Institutional investors warm to hedge funds

The growing participation from the institutional sector in hedge funds is set to change the industry's dynamics as investors demand an increase in accountability and transparency.

Zurich enhances its blend

Barclay Global Investors Fission International Equity Fund has been added to the Zurich Blended Series International Share Fund to offer a component of index management to the blend.