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142 search results for: Lonsec Retire
Super’s trillion dollar decade, but members must be wary of risks
Super funds have had a convincing finish to what was a bumpy 2019 financial year, with an improvement in sentiment and a rallying share market in June helping funds over the line with solid returns. A promising 2.0% gain in the September 2018 quarter seemed to vanish before members’ eyes as funds suffered a 4.7% […]
Income, Growth and Certainty
Balancing the Needs, Challenges and Dilemmas of Retirement Investing Retirement investing is necessarily complex. The median super balance when entering retirement can’t support a comfortable lifestyle in the years ahead. In the first part of this series we outline the major investment building blocks and how they’re used to deliver better lifestyle outcomes for retirees. […]
Building a goals-based investment portfolio
For many, approaching retirement is often characterised by heightened emotion and anxiety associated with competing life goals and financial objectives. Each of these will typically have different time horizons and be prioritised in different ways. Most retirement portfolio construction approaches rely solely on risk profiling as the primary mechanism to determine the ‘optimal’ retirement portfolio. […]
Cracking the advice gap
When industry funds first came on the scene in the 1990s, the member contribution rate was three percent of wages and there was one investment strategy that applied for all members. The last thing trustees were thinking about was the need to cater to the increasingly complex advice needs of their members before and after […]
2019 Fund Manager of the Year Awards
Last week, we partnered with Money Management to recognise the best performing funds at the annual Money Management and Lonsec Fund Manager of the Year Awards Dinner. A full list of winners can be found below. Congratulations to all of our award winners and nominees! Category Winner Australian Large Cap Equities AB Managed Volatility Equities […]
Legislated means test changes and advice opportunities
An in-depth analysis of the new social security means test assessment of lifetime income streams and the significant opportunities it presents for retirement income advice. To access the insights, please click here.
Redefining risk for income investors
An equity-based investment fund that aims to deliver dependable income is likely to deviate significantly from the Australian share market index. It requires an active approach to manage a set of very different risks. For a typical return-seeking equity fund aiming to outperform the index, the main risk is ‘relative risk’ associated with the portfolio […]
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