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We are in the business of educating our clients on the importance of retirement planning. But research has shown that a one-size-fits-all approach to communication isn’t the most effective tactic. And while it’s impossible to customise messages person by person, it turns out that it’s quite easy to customise them by one big factor: gender. […]
Generating a meaningful level of income within the risk constraints of a retirement portfolio has certainly had its challenges over the last 12 months. When the full effects of the COVID-19 pandemic hit in March 2020, a number of usually very reliable income sources—such as the banks, REITs, and infrastructure—either reduced, suspended or cancelled their […]
The following lesson is one of IML’s ‘20 lessons for 20 years of quality and value investing’, which were recently published by Anton Tagliaferro and the IML investment team to mark 20 years since IML was founded. We chose this lesson for Lonsec Retire, as it highlights the need for growth assets in retirement, particularly […]
Super funds once again delivered a boost to members in March with another month of investment gains. Leading superannuation research house SuperRatings estimates that the median balanced option generated a return of 1.9% for March. This takes the estimated return for the first 9 months of the financial year to 8.8%, making a double digit […]
Despite returns swinging between positive and negative throughout the year, super funds delivered strong returns for members over 2023, boosted by a share rally in the final quarter of the calendar year. The median Balanced option reported a 2.7% return in December, and 9.6% for the full 2023 calendar year, fully recovering the -4.8% loss […]
With superannuation funds finalising their returns to 30 June 2023, it is clear that super has delivered a competitive outcome during uncertain times. This is particularly pleasing following the -3.4% loss reported a year ago. Share markets rebounded strongly over the year with international shares driving fund returns, albeit well supported by Australian shares. All […]
Equity markets remained strong over June with the superannuation industry closing out the year with returns that more than made up for last year’s losses. Leading superannuation research house SuperRatings estimates that the median balanced option returned 1.2% over the month of June, strengthening an already positive annual return to 8.5% for the year to […]
Congratulations to all the winners and nominees for this year’s Fund Manager of the Year Awards. For Lonsec and Money Management, these awards are a celebration of the very best of the funds management industry and we will recognise the very best innovations and products and services that improve the investment outcomes of Australians. As […]
We are pleased to reveal the Fund Manager of the Year Awards finalists for 2023. As previously announced, we are thrilled to be partnering with Money Management and Momentum Media to deliver this year’s Fund of the Year Awards. As the exclusive Research Partner, we bring a wealth of experience and expertise to the awards and will […]
As markets focus on the persistence of inflation, returns were subdued over the month with leading superannuation research house SuperRatings estimating that the median balanced option generated a return of -0.4% for February. With the peak in the federal funds rate still uncertain, we expect markets to remain volatile and members should expect further ups […]
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