returns

Financial planning

Advisers needed to meet investors’ performance desires

Investors are likely to need guidance from an adviser on balancing risks if they want to achieve a desired 13% annual return in post COVID-19 markets, according to Natixi...

Expert Analysis

Investment ideas for a new decade

As we commence the 2020s, investors need to adjust to a lower yield landscape and understand which investments can help to deliver them positive returns, writes Yoram Lus...

Expert Analysis

Re-evaluating your returns

As local and global markets continue to endure political and economic impediments, investors are re-evaluating their return expectations. So, Simon Doyle writes, what’s a...

Financial planning

Ethical considerations less important than returns and fees

Australian millennials have placed ethical funds, causes and products at the bottom of their priority ladder when it comes to choosing an investment fund, Calastone has f...

Funds management

Investors too optimistic on returns

Investors are being too optimistic in their expectations for returns, according to Schroders, with the average Australian expecting to achieve annual returns of 10.9%. ...

Financial planning

Investors’ return expectations turn negative

Australian investors’ share market return expectations have turned negative for the first time since the global financial crisis, according to Investment Trends....

Superannuation

Globalisation impacting sustainability of super returns

Globalisation, the rise of China and the end of the resources boom will all serve to challenge the ability of Australian superannuation to derive appropriate investment r...

SMSF

Behavioural bias impacts SMSF returns

Gender and age bias can have an impact on asset allocation decisions and returns for SMSFs but seeking professional advice can aid in overcoming biases....

Funds management

Low returns erode investment FUM/A

DEXX&R research showed low investment returns in major asset classes had eaten into FUM/A growth across investments sectors for the 12 months to June....

Funds management

Preserve capital and grind out alpha

Australian investors should use active funds management for longevity and write-down protection, according to fixed income fund manager, PIMCO. ...

Funds management

Australian blue chips offer mediocre long-term returns

Australian investors stick to ‘blue chips’ which offer mediocre long-term returns and often fail to grow the wealth of their shareholders, according to Roger Montgomery....

Knowledge Centre

Confidence to stay invested – the elusive frontier

How can we help manage the risk of investing in equities, giving clients a smoother investment experience and the confidence to stay invested over the long-term? David It...

Financial planning

Positive super return for 2015/16? Be happy!

Any superannuation fund return in solid positive territory closing out the financial year should be a cause for happiness....

Funds management

SMSF returns on the rise: Accurium

SMSF saw a robust growth in investment returns during the 2014-15 financial year, according to new findings by SMSF retirement specialist Accurium....