MIXED ASSET

Features

Multi-asset funds can take the work out of choosing your asset allocation, but Chris Dastoor writes, that advantage can be best used to focus on specific outcomes rather ...

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Funds management

Just one fund in the mixed-asset growth space has seen positive returns since the start of 2020 as the sector average was a loss of 6%, according to data....

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Funds management

Cautious mixed asset funds are holding up better than their more aggressive counterparts, despite improvements in equity markets towards the end of H1....

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Funds management

The top performing mixed asset – balanced funds relied heavily on Australian equities in their weightings....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago