Fund Universe by Market Segment (#)
|
|
|
- Amos Stokes
- 5 years ago
- Views:
Transcription
1 Fund Universe by Market Segment (#) Market Segment Corporate Personal Pension Investment Platform Total Master Trusts Industry Funds Corporate Funds Wrap Accounts Public Sector Funds Eligible Rollover Funds Total 90* * * 52 of the 90 funds in CorporateSuper Research are also included in PersonalSuper Research and thus are only counted once in the Grand Total. Chant West August
2 Corporate AMIST Super AMP Custom Super AMP Flexible Super Choice Employee Essential Protection AMP Flexible Super Choice Employee Flexible Protection AMP Flexible Super Core Employee Essentials Protection AMP Flexible Super Core Employee Flexible Protection AMP Flexible Super Select Employee Essentials Protection AMP Flexible Super Select Employee Flexible Protection AMP Simple Super AMP Tailored Super AMP SignatureSuper AMP SignatureSuper Select AMP Super Directions for Business AMP SuperLeader ANZ Smart Choice Employer Aon smartmonday PRIME - Post July 2013 Aon smartmonday PRIME - Pre July 2013 Asgard Employee Super Account Australian Catholic Super & Retirement Fund AustralianSuper Industry AustralianSuper Tailored Solutions AustralianSuper Select AustSafe Super BT Business Superannuation BT Lifetime Super Employer Plan BUSSQ MySuper BUSSQ Premium Choice CareSuper Catholic Super CBUS CFS FirstChoice Employer Super Post 11Jun13 CFS FirstChoice Employer Super Pre 11Jun13 Christian Super Club Plus Superannuation Fund Club Super Combined Fund EISS Super Chant West August
3 Corporate Energy Super Equip MyFuture ESSSuper Accumulation Fund First Super HESTA Hostplus Hostplus Executive Intrust Super Fund Core Intrust Super Fund Select IOOF Employer Super LESF Legalsuper LUCRF Industry Lutheran Super Maritime Accumulation Basic Stevedores Division Maritime Accumulation Plus Stevedores Division Maritime Contributory Accumulation Seafarers Division Maritime Super Accumulation Advantage Meat Industry Employees Superannuation Fund Media Super Mercer Super Trust Corporate Mercer SmartSuper Individual Mine Super MLC MasterKey Business Super MTAA Super Fund NESS Super NGS Super NSF Super OnePath Corporate Super OnePath Integra Perpetual MySuper Perpetual Select Plum Superannuation Fund Prime Super QIEC REI Super Rest Acumen Chant West August
4 Corporate Rest Corporate Rest Super Russell iq Super Employer Russell iq Super General Statewide Superannuation Trust Suncorp Brighter Super for Business Sunsuper for life Super savings account Sunsuper for life Corporate Super savings account Sunsuper for life Business Super savings account Tasplan Protect 1 Tasplan Protect 2 Telstra Super Corporate Plus TWUSUPER UniSuper Accumulation 1 UniSuper Accumulation 2 Victorian Independent Schools Super Fund Accum Chant West August
5 Personal Research Modules Alcoa of Australia Retirement Plan AMIST Super AMP Eligible Rollover Fund AMP Flexible Lifetime Personal Super AMP Flexible Super Choice Essential Protection AMP Flexible Super Choice Flexible Protection AMP Flexible Super Choice Super Protection AMP Flexible Super Core Essential Protection AMP Flexible Super Core Flexible Protection AMP Flexible Super Core Super Protection AMP Flexible Super Select Essential Protection AMP Flexible Super Select Flexible Protection AMP Flexible Super Select Super Protection AMP Generations Personal Super AMP MyNorth Super AMP MyNorth Super Guarantee AMP North Guarantee AMP North Personal Superannuation AMP North Personal Superannuation Fee Rebate AMP Retirement Savings Account AMP Signature Super Personal AMP Summit Super Personal Plan ANZ Australian Staff Superannuation Scheme ANZ OneAnswer (One Care) ANZ OneAnswer Super ANZ Smart Choice Aon smartmonday DIRECT - Pre July 2013 Aon smartmonday DIRECT - Post July 2013 Asgard Elements Super Account Asgard Employee Super Personal Division Asgard ewrap Super Account Asgard Open ewrap Suoer Account Asgard Infinity Core Asgard Infinity Core & Shares Asgard Infinity Full Asgard Infinity Full & Shares Chant West August
6 Personal Research Modules Asgard Infinity Select Asgard Infinity Select & Shares Asgard Superannuation Account AUSfund Australian Catholic Super & Retirement Fund Australian Eligible Rollover Fund Australian Ethical Retail Superannuation Fund AustralianSuper Industry AustSafe Super AvSuper Public Offer BT Compact SuperWrap Personal Super BT Lifetime Personal Super BT Panorama Super BT Panorama Super Compact BT Panorama Super Full BT Super for Life BT Super Invest BT SuperWrap Related Account BT SuperWrap Essentials Personal BT SuperWrap Personal Super BT SuperWrap Open Personal Super BUSSQ MySuper BUSSQ Premium Choice CareSuper Catholic Super CBUS CBUS Electech CBUS Sole Traders CFS FirstChoice Personal Super Post 11Jun13 CFS FirstChoice Personal Super Pre 11Jun13 CFS FirstChoice Wholesale Personal Super Post 11Jun13 CFS FirstChoice Wholesale Personal Super Pre 11Jun13 CFS FirstWrap Plus Super Post 1Jul13 CFS FirstWrap Plus Super Pre 1Jul13 CFS FirstWrap Super Chant West August
7 Personal Research Modules Challenger Guaranteed Personal Superannuation Child Care Super Christian Super CitiChoice SuperWrap CitiChoice Wrap Essentials ClearView WealthFoundations ClearView WealthSolutions Club Plus Superannuation Fund Club Super Combined Fund Commonwealth Bank Group Super Commonwealth Essential Super Crescent Wealth Superannuation Fund Definitive Wrap Super Account Dominion Superannuation Master Trust EISS Super Energy Super Equip MyFuture Equip Rio Tinto Fund ESSSuper Accumulation Fund First State Super First Super GESB Super GESB West State Super Grow Wrap Super Service Grow Wrap Super Service Family Discount Guild Super HESTA Hostplus HUB24 Super IAG & NRMA Superannuation Plan ING Living Super Intrust Super Fund Core Intrust Super Fund Select IOOF Employer Super Chant West August
8 Personal Research Modules IOOF LifeTrack Personal Superannuation IOOF Pursuit Core (Accelerated Protection) IOOF Pursuit Core Personal Superannuation IOOF Pursuit Focus (Accelerated Protection) IOOF Pursuit Focus Personal Super IOOF Pursuit Select (Accelerated Protection) IOOF Pursuit Select Personal Superannuation ipac iaccess LESF legalsuper legalsuper Personal Division LGIAsuper Casuals LGIAsuper Accumulation Local Govt Super Accumulation (NSW) LUCRF Industry Lutheran Super Macquarie Super Accumulator Macquarie Super Consolidator Macquarie Super Manager Macquarie SuperOptions Super Plan Maritime Accumulation Basic Stevedores Division Maritime Accumulation Plus Stevedores Division Maritime Contributory Accumulation Seafarers Division Maritime Super Accumulation Advantage Matrix Superannuation Master Trust Meat Industry Employees Superannuation Fund Media Super Mercer Portfolio Superannuation Account Mercer SmartSuper - Individual Mine Super MLC MasterKey Personal Super MLC MasterKey Super MLC MasterKey Super Fundamentals Chant West August
9 Personal Research Modules MLC MasterKey Superannuation Gold Star MLC Navigator Retirement Plan MLC Navigator Retirement Plan Series 2 MLC Wrap Super MLC Wrap Super Series 2 MTAA Super Fund NESS Super Netwealth Accelerator Core Netwealth Accelerator Plus Netwealth Superannuation Wrap NGS Super NSF Super OnePath OneAnswer Frontier Personal Super OnePath OneAnswer Frontier Personal Super (OneCare) OnePath OneAnswer Personal Super OnePath OneAnswer Personal Super (OneCare) OnePath PortfolioOne Superannuation Service Perpetual MySuper Perpetual Select Perpetual WealthFocus Super Plan Perpetual WealthFocus Wholesale Plum Superannuation Fund Personal Portfolio Administrator SuperWrap PortfolioCare Elements Super PortfolioCare ewrap Super PortfolioCare Super Service Praemium SuperSMA Prime Super Qantas Super Gateway QIEC QSuper Accumulation Account REI Super Chant West August
10 Personal Research Modules Rest Select Rest Super Russell iq Super Personal Russell iq Super Saver StatePlus Personal Retirement Plan StatePlus Tailored Super Plan Statewide Superannuation Trust Suncorp Brighter Super personal Suncorp Everyday Super Sunsuper for life Super-savings account Super SA Triple S SuperTrace Eligible Rollover Fund Symetry Personal Retirement Fund TAL ARC Personal Tasplan Protect 1 Tasplan Protect 2 Telstra Super Casuals Telstra Super Corporate Plus Telstra Super Personal Plus The PSS Accumulation Plan TWUSUPER UniSuper Accumulation 1 UniSuper Accumulation 2 UniSuper Personal Account VicSuper FutureSaver Victorian Independent Schools Super Fund Accum Virgin Money Super Vision Super Personal Plan Vision Super Saver Vitality Wrap Voyage Superannuation Master Trust Voyage Superannuation Master Trust (OneCare) WA Local Government Superannuation Plan Wealthtrac Superannuation Master Trust WealthView ewrap Super Account Zurich Superannuation Plan Chant West August
11 Pension Research Modules Alcoa of Australia Retirement Plan AMIST Pension AMP Flexible Lifetime Allocated Pension AMP Flexible Super Choice Retirement AMP Flexible Super Core Retirement AMP Flexible Super Select Retirement AMP Generations Personal Pension Plan AMP MyNorth Pension AMP MyNorth Pension Guarantee AMP North Personal Pension AMP North Personal Pension Fee Rebate AMP North Pension Guarantee AMP SignatureSuper Allocated Pension AMP Summit Super Personal Pension Plan ANZ OneAnswer Pension ANZ Smart Choice ANZ Staff Pension Aon smartmonday PENSION - Post July 2013 Aon smartmonday PENSION - Pre July 2013 Asgard Allocated Pension Asgard Elements Pension Account Asgard ewrap Pension Account Asgard Open ewrap Pension Account Asgard Infinity Core Asgard Infinity Core & Shares Asgard Infinity Full Asgard Infinity Full & Shares Asgard Infinity Select Asgard Infinity Select & Shares Aust Ethical Super Australian Catholic Super & Retirement Allocated Pension AustralianSuper Choice Income AustSafe Pension AvSuper BT Compact SuperWrap Pension BT Lifetime Flexible Pension BT Panorama Super Chant West August
12 BT Panorama Super Compact BT Panorama Super Full BT Super for Life BT Super Invest BT SuperWrap Allocated Pension BT SuperWrap Open Allocated Pension BT SuperWrap Related Account BT SuperWrap Essentials Allocated Pension BUSS(Q) Pension Choice CareSuper Pension Catholic Super Pension CBUS Super Income Stream CFS First Choice Pension Post 11Jun13 CFS FirstChoice Pension Pre 11Jun13 CFS FirstChoice Wholesale Pension CFS FirstWrap Pension CFS FirstWrap Plus Pension Challenger Guaranteed Allocated Pension Christian Super Allocated Pension ClearView WealthFoundations ClearView WealthSolutions Club Plus Allocated Pension Club Super Combined Fund Allocated Pension Commonwealth Bank Group Super Commonwealth Superannuation Corporation Retirement Income Definitive Wrap Pension Account Dominion Superannuation Master Trust EISS Pension Energy Super Income Streams Equipsuper Allocated Pension Equip MyPension Equip Rio Tinto Fund Pensions ESS Super Retirement Income Streams First State Super Income Stream First Super Pension GESB Retirement Income Grow Wrap Pension Service Grow Wrap Pension Service Family Discount GuildPension HESTA Super Income Stream Chant West August
13 Pension Research Modules Hostplus Pension Plan HUB24 Super IAG & NRMA Superannuation Plan ING Living Super Intrust Super Stream IOOF Pursuit Core Allocated Pension IOOF Pursuit Focus Allocated Pension IOOF Pursuit Select Allocated Pension ipac iaccess Pension Legalsuper Pension LGIAsuper Pension Accounts Local Govt Super Rollover & Account-Based Pension (NSW) LUCRF Pensions Macquarie Pension Consolidator Macquarie Pension Manager Macquarie SuperOptions Allocated Pension Plan Maritime Super Allocated Pension Matrix Superannuation Master Trust Meat Industry Employees Superannuation Fund Allocated Pension Media Super Pensions Mercer Portfolio Pension Account Mercer Super Trust Allocated Pension Division Mine Super Account-Based Pension MLC MasterKey Allocated Pension MLC MasterKey Pension MLC MasterKey Pension Fundamentals MLC Navigator Ret. Plan Pension Service MLC Navigator Ret. Plan Series 2 Pension Service MLC Wrap Super Pension Service MLC Wrap Super Series 2 Pension Service MTAA Pensions NESS Pension Netwealth Accelerator Core Netwealth Accelerator Plus Netwealth Allocated Pension Plan NGS Super Account Based Pension OnePath OneAnswer Frontier Pension OnePath OneAnswer Pensions Chant West August
14 OnePath PortfolioOne Pension Service Perpetual Select Perpetual WealthFocus Pension Plan Perpetual WealthFocus Wholesale Pension Plum Retirement Income PortfolioCare Elements Pension PortfolioCare ewrap Pension PortfolioCare Pension Service Praemium SuperSMA Pension Prime Super Allocated Income Stream Qantas Super Gateway Income Account QIEC Qsuper Pension Account REI Super Pension Rest Pension Russell iq Super Retirement StatePlus Allocated Pension StatePlus Flexible Income Plan StatewideSuper Account Based Pension Suncorp Brighter Super pension Sunsuper for life Income account Super SA Income Stream Symetry Personal Retirement Fund TasPension Telstra Super RetireAccess TransPension UniSuper Flexi Pension VicSuper Pension Victorian Independent Schools Super Fund Account Based Pension Vision Income Streams Vitality SuperWrap Pension Plan Voyage Superannuation Master Trust WA Local Government Super Allocated Pension Wealthtrac Superannuation Master Trust WealthView ewrap Pension Account Zurich Account-Based Pension Chant West August
15 Investment Platform AMP Flexible Lifetime Investments Series 1 AMP Flexible Lifetime Investments Series 2 AMP Generations Investment Portfolio AMP MyNorth Investment AMP North Investment AMP North Investment Fee Rebate AMP Summit Money Master Portfolio Service for Investments ANZ OneAnswer Investment Portfolio Asgard Elements Investment Asgard ewrap Investment Account Asgard Open ewrap Investment Account Asgard Infinity Core Asgard Infinity Core & Shares Asgard Infinity Full Asgard Infinity Full & Shares Asgard Infinity Select Asgard Infinity Select & Shares Asgard Managed Profiles & Separately Managed Accounts Funds Investment BT Compact Wrap BT Invest BT Investment Funds BT Panorama Investments BT Panorama Investments Compact BT Panorama Investments Full BT Wrap Related Account BT Wrap Essentials BT Wrap Investments BT Wrap Open Investments CFS FirstChoice Investments Post 11Jun13 CFS FirstChoice Investments Pre 11Jun13 CFS FirstChoice Wholesale Investments CFS FirstWrap Plus Investments ClearView WealthSolutions FSP Prestige Plus Grow Wrap Investment Service Grow Wrap Investment Service Family Discount HUB24 Invest IOOF Pursuit Core Investment Service IOOF Pursuit Select Investment Service Macquarie Investment Accumulator Macquarie Investment Consolidator Chant West August
16 Investment Platform Macquarie Investment Manager MLC MasterKey Investment Service MLC MasterKey Investment Service Fundamentals MLC Navigator Investment Plan MLC Navigator Investment Plan Series 2 MLC Wrap Investments MLC Wrap Investments Series 2 Netwealth Wealth Accelerator Core Netwealth Wealth Accelerator Plus Netwealth Investment Wrap Nikko AM Investment Funds OnePath Frontier Investments OnePath OneAnswer Investment Portfolio OnePath PortfolioOne Investment Service Perpetual WealthFocus Investment Advantage PortfolioCare Elements Investment PortfolioCare ewrap Investment PortfolioCare Investment Service Vanguard Investor Index Funds Vanguard Wholesale Index Funds Voyage Investment Service Wealthview ewrap Investment Chant West August
CorporateSuper & PersonalSuper New PDS
CorporateSuper & PersonalSuper New PDS AMP MyNorth Super August 2017 Asgard Employee Super Account July 2017 AUSfund July 2017 Australian Catholic Super & Retirement July 2017 Club Super June 2017 Energy
CorporateSuper & PersonalSuper New PDS
CorporateSuper & PersonalSuper New PDS AMP Custom Super July 2017 AMP Flexible Lifetime Personal Super July 2017 AMP Flexible Super July 2017 AMP SignatureSuper July 2017 AMP SignatureSuper Select July
SuperRatings Fund Crediting Rate Survey August 2016
SuperRatings Fund Crediting Rate Survey High Growth (91-100) Growth (77-90) Balanced (60-76) Conservative Balanced (41-59) Capital Stable (20-40) Secure (0-19) Australian Shares International Shares Property
SuperRatings Fund Crediting Rate Survey November 2015
SuperRatings Fund Crediting Rate Survey High Growth (91-100) Growth (77-90) Balanced (60-76) Conservative Balanced (41-59) Capital Stable (20-40) Secure (0-19) Australian Shares International Shares Property
Rainmaker MySuper Report
September 2017 edition CONTENTS Highlights.. 1 MySuper Benchmarks.. 2 Performance - Single strategy... 3 Performance - Lifecycle Strategy.. 4-7 Asset allocation.... 8 Highlights Total assets in MySuper
Current data feed list. Direct and InvestmentLink RT feeds
Current data feed list Direct and InvestmentLink RT feeds September 2017 Direct feeds Aberdeen Asset Management Adelaide Bank Cash Management Trust Advance Funds Management ANZ Bank ANZ/OnePath Funds Management
Combined s20c and USM Test Schedule
Combined s20c and USM Test Schedule Thursday, 19 October 2017 Page 1 of 6 Entity ABN 32448411930 Manildra Flour Mills Retirement Fund 32448411930001 34982984313 The Paragon Superannuation Fund 34982984313001
MySuper. Evolution Now Future
MySuper Evolution Now Future Three basic types of MySuper 1. Single Diversified Balanced Strategy 2. Simple or Switch Lifecycle Strategy 3. Cohort Lifecycle Strategy also know as a glidepath or target
APPROVED PRODUCT (INVESTMENTS) LIST. Version 4.0 Date: 1 st November 2017
APPROVED PRODUCT (INVESTMENTS) LIST Version 4.0 Date: 1 st November 2017 This document replaces all previous Approved Product (Investment and Risk) Lists issued by Lythgo Crew Wealth Management Pty Ltd
This report is no longer current. Please refer to the CANSTAR website for the most recent star ratings report on this topic
This report is no longer current. Please refer to the CANSTAR website for the most recent star ratings report on this topic Report No. 2 September 2011 DISCLAIMER To the extent that any CANSTAR CANNEX
OFFICIAL COMPLETE LIST OF SUPER RETURNS FOR AUSTRALIA S LARGEST FUNDS
MEDIA RELEASE 28 July 2010 OFFICIAL COMPLETE LIST OF SUPER RETURNS FOR AUSTRALIA S LARGEST FUNDS Highlights (Median Balanced Option)* The month of June 2010 1.23% 3 Months ending 30 June 2010 3.85% Financial
A GROWING NEST EGG RISE IN LOW-COST OPTIONS. Report No. 4 September 2013
a Report No. 4 September 2013 A GROWING NEST EGG Superannuation is currently a $1.62 trillion industry, a figure that is tipped to double over the next decade. While the amount sounds impressive, it may
Female participation on Superannuation Trustees By sector
participation on Superannuation Corporate Alcoa of Australia Retirement Plan Pty Ltd Alcoa of Australia Retirement Plan WA Marc Bell 8 2 25.0 Corporate ANZ Staff Superannuation (Australia) Pty. ANZ Australian
COMPLETE FINAL SUPER RETURNS FOR AUSTRALIA S LARGEST FUNDS
MEDIA RELEASE 27 July 2009 COMPLETE FINAL SUPER RETURNS FOR AUSTRALIA S LARGEST FUNDS Highlights (Median Balanced Option)* The month of June 2009 0.53% 3 Months ending 30 June 2009 4.33% Financial year
ASGARD. ewrap. The fully customisable, pay-only-for-what-you-use platform.
ASGARD ewrap The fully customisable, pay-only-for-what-you-use platform. hat s inside Asgard Infinity ewrap 2 Welcome to Infinity 4 How Infinity works 7 Online efficiency 8 How Infinity fees compare 10
Product Dashboards and Disclosure
8 November 2016 Louise Lilley, (Acting Manager) Insurance and Superannuation Unit Financial System and Services Division The Treasury Langton Crescent Parkes ACT 2600 Email: louise.lilley@treasury.gov.au
Thought leadership and insights from Frontier Advisors
THE Thought leadership and insights from Frontier Advisors Issue 141 September 2018 David joined Frontier in 2015 as a Principal Consultant and leads the Member Solutions Group. He provides investment
Super funds hit double digits again in 2013/14
22 July 2014 Super funds hit double digits again in 2013/14 The 2013/14 financial year was another outstanding one for super funds, with strong share markets driving the median growth fund (61 to 80% invested
Significant Event notices issued by OnePath Custodians Pty Limited as Trustee of the OnePath MasterFund.
OnePath MasterFund AUGUST 2018 Significant Event notices issued by OnePath Custodians Pty Limited as Trustee of the OnePath MasterFund. Notice date Nature of event or change 1/07/2014 Product Update 1/06/2014
Australian Ethical Investment 2017 Full Year Results. 31 August 2017
Australian Ethical Investment 2017 Full Year Results 31 August 2017 Growth 2017 Highlights Growth Fastest growing superannuation fund in 2016 Superannuation clients up 34% Net flows up 42% Funds under
Super Insights Report 2018 The impact of regulatory changes, scrutiny, evolving member expectations and technology on the sector
Super Insights Report 2018 The impact of regulatory changes, scrutiny, evolving member expectations and technology on the sector KPMG.com/au/superinsights B Super Insights Report 2018 Foreword Despite
SUPER FUND PERFORMANCE
ISN REPORT SUPER FUND PERFORMANCE A COMPARISON OF LONG TERM SUPERANNUATION INVESTMENT PERFORMANCE UPDATE 2012 Jul 2012 Final RP1205 Table of Contents SUMMARY... 2 1. INTRODUCTION... 3 2. RETURNS AND VOLATILITY
PERPETUAL LIMITED 1H17 RESULTS SIX MONTHS TO 31 DECEMBER Geoff Lloyd Chief Executive Officer & Managing Director
23 February 2017 PERPETUAL LIMITED RESULTS SIX MONTHS TO 31 DECEMBER 2016 Geoff Lloyd Chief Executive Officer & Managing Director Gillian Larkins Chief Financial Officer ABN 86 000 431 827 Continued execution
Morgan Stanley Asia Pacific Summit
Morgan Stanley Asia Pacific Summit Commonwealth Bank Stuart Grimshaw Group Executive Investment and Insurance Services Division 2 November 2004 Disclaimer The material that follows is a presentation of
For personal use only
5 October 08 Manager ASX Market Announcements Australian Securities Exchange Level 4, 0 Bridge Street Sydney NSW 000 Client and Market Services Team NZX Limited Level, NZX Centre, Cable Street PO Box 959
For personal use only
7 October 07 AMP Limited provides Q3 7 cashflows update Group delivers solid business performance, in line with guidance metrics. Australian wealth management (AWM) assets under management increased A$
This register records the Relevant Interests and Duties of Perpetual Superannuation Limited, its associates and its responsible persons.
This register records the Relevant Interests and Duties of, its associates and its responsible persons. / ASSOCIATE RELEVANT INTEREST (a related party) provides personnel, services and resources including:
Transaction costs (buy/sell spreads)
Transaction costs (buy/sell spreads) EFFECTIVE FROM DECEMBER 2012 Transaction costs, including brokerage, stamp duty, settlement and other costs, are incurred by a fund when buying and selling fund assets.
SOME MEAT ON THE BONES
VOLUME 27 - ISSUE 8 AUGUST 2013 AUSTRALIA S LEADING SUPERANNUATION MAGAZINE WWW.SUPERREVIEW.COM.AU Find us on HERON RATINGS AUSTRALIA S TOP-RATED PRODUCTS SOME MEAT ON THE BONES STRONGER SUPER SPRINGS
AMP Limited reports first quarter cashflows, AUM and wealth protection update
8 May 2014 Public Affairs Tel: 02 9257 6127 Email: media@amp.com.au Website: AMP.com.au/media AMP_AU AMP Limited reports first quarter cashflows, and wealth protection update AMP Limited today reported
AMP Limited reports first quarter cashflows, AUM and wealth protection update
7 May 2015 Manager ASX Market Announcements Australian Securities Exchange Level 4, 20 Bridge Street Sydney NSW 2000 Client and Market Services Team NZX Limited Level 1, NZX Centre, 11 Cable Street PO
AMP Limited reports third quarter cashflows, AUM and Australian wealth. protection update
24 October 2014 Manager ASX Market Announcements Australian Securities Exchange Level 4, 20 Bridge Street Sydney NSW 2000 Announcement No: 27/2014 AMP Limited (ASX/NZX: AMP) Manager Market Information
Bennelong ex-20 Australian Equities Fund Performance update
Net client returns (after fees and expenses) 1 mth 3 mths 6 mths 1 Year 3 years pa 5 years pa Since Inception ** pa Fund -5.57% -4.63% 8.07% 18.09% 15.75% 12.34% 13.48% Benchmark * -1.45% 1.46% 8.99% 15.95%
AMP reports 1H 17 results; announces new reinsurance agreements
0 August 07 AMP reports H 7 results; announces new reinsurance agreements Underlying profit A$533 million in H 7, up 4 per cent (H 6: A$53 million), and net profit of A$445 million (H 6: A$53 million).
Industry Funds The Next Demutualisations
Industry Funds The Next Demutualisations Colin Yellowlees Colin Yellowlees This presentation has been prepared for the 2016 Financial Services Forum. The Institute Council wishes it to be understood that
Financial Services and Credit Guide (FSG)
Financial Services and Credit Guide (FSG) Version 8.1 (201702) This guide is designed to help you evaluate our service offer and covers key information about: What services and financial products we are
BT s Wrap. Rob Coombe Head of Asset Accumulation BT Financial Group April 2003
BT s Wrap Rob Coombe Head of Asset Accumulation BT Financial Group April 2003 BT Financial Group BT Financial Group Asset Accumulation Investment Management Life New Zealand Product Marketing Distribution
Australian Ethical Annual General Meeting October 2017
Australian Ethical Annual General Meeting 2017 25 October 2017 Steve Gibbs, Chairman Strategy update Phil Vernon, Managing Director and CEO 3 A focus solely on profits and returns places our planet at
Financial Services and Credit Guide (FSG)
Financial Services and Credit Guide (FSG) Version 8.1 (201702) This guide is designed to help you evaluate our service offer and covers key information about: What services and financial products we are
8 August 2018 AMP reports 1H 18 results
8 August 08 AMP reports H 8 results H 8 underlying profit of A$495 million (H 7: A$533 million) and net profit of A$5 million (H 7: A$445 million). Net profit reflects advice remediation provision announced
Female participation on Superannuation Trusts By % of female trustees Fund type Trustee Fund name Total trustees 2018
trustees trustees Female trustees - ERF ClearView Life Nominees Pty (part of ASC CVW) Perpetual Superannuation Perpetual Superannuation Zurich Australian ClearView Retirement Plan 4 3 75.0% Jennifer Lyon,
Transaction costs (buy/sell spreads)
Transaction costs (buy/sell spreads) Effective from September 2017 Transaction costs, including brokerage, stamp duty, settlement and other costs, are incurred by a fund when buying and selling fund assets.
Financial Services and Credit Guide (FSG)
Financial Services and Credit Guide (FSG) Version 8.1 (201702) This guide is designed to help you evaluate our service offer and covers key information about: What services and financial products we are
Business operations and strategy briefing
Business operations and strategy briefing Institutional shareholders and analysts 7 December 2006 David Deverall Chief Executive Officer and Managing Director 1 Schedule 10:00 David Deverall Chief Executive
Full Year Financial Results
8 February 08 Manager ASX Market Announcements Australian Securities Exchange Level 4, 0 Bridge Street Sydney NSW 000 Client and Market Services Team NZX Limited Level, NZX Centre, Cable Street PO Box
Borrowing costs. Which MLC superannuation products does this document cover?
Borrowing costs Borrowing costs Some investment options offered in the MLC Super Fund incur borrowing (or gearing) costs, where borrowing is part of the investment strategy your superannuation fund invests
AMP reports A$972 million net profit for FY 15
18 February 2016 AMP reports A$972 million net profit for FY 15 AMP Limited (ASX: AMP; ADR: AMLYY) has reported a net profit of A$972 million for the full year to 31 December 2015 1, up 10 per cent on
AMP Limited reports third quarter cashflows AUM
27 October 2011 Manager Manager Company Announcements Office Australian Securities Exchange Level 4, 20 Bridge Street Sydney NSW 2000 Market Information Services Section New Zealand Stock Exchange Level
2016 Self Managed Super Fund: Accountant & Planner Surveys
Highlights from the Report released: April 2016 Reproduction strictly prohibited 1 2016 Investment Trends 1 Thank you I would like to thank all the survey respondents who participated in our 2016 Self
Odhavji Financial Services Pty Ltd Financial Services Guide
Odhavji Financial Services Pty Ltd Financial Services Guide ABN 69 150 835 019 Authorised Representative No: 432583 Version number: 15.00 PART TWO FINANCIAL ADVISER PROFILE This adviser profile is Part
Australian Asset Flows
Australian Asset Flows Record Quarter Lifts Total Assets Under Management to AUD1.37 Trillion The Australian managed funds industry started 2015 with a booming first quarter, gaining an additional AUD90.7
Wealth Shield Pty Ltd. Version: 3.0
Wealth Shield Pty Ltd Version: 3.0 Date prepared: Monday, 22 May 2017 It is important that you read this Financial Services and Credit Guide (FSCG). It contains information that will help you decide whether
For personal use only
25 October 2013 Manager ASX Market Announcements Australian Securities Exchange Level 4, 20 Bridge Street Sydney NSW 2000 Manager Market Information Services Section New Zealand Stock Exchange Level 24,
AMP reports A$382 million net profit for 1H 14
21 August 2014 Public Affairs Tel: 02 9257 6127 Email: media@amp.com.au Website: AMP.com.au/media AMP_AU AMP reports A$382 million net profit for 1H 14 AMP Limited has reported a net profit of A$382 million
Financial Services and Credit Guide (FSG)
Financial Services and Credit Guide (FSG) Version 8.1 (201702) This guide is designed to help you evaluate our service offer and covers key information about: What services and financial products we are
Financial Services and Credit Guide
Green Capital Financial Services and Credit Guide Why this Guide is important to you This Guide explains the financial planning and credit services we provide, as well as giving you important information
2017 half year results
2017 half year results DRIVING GROWTH BY EXPANDING PRODUCT AND DISTRIBUTION Strong financial performance Assets under management $64.7 billion, up 12% Normalised net profit after tax 1 $197 million, up
AMP Limited reports A$672 million net profit for FY 13
20 February 2014 Public Affairs Tel: 02 9257 6127 Email: media@amp.com.au Website: AMP.com.au/media AMP_AU AMP Limited reports A$672 million net profit for FY 13 AMP Limited has reported a net profit of
Phil Vernon Managing Director and CEO
Phil Vernon Managing Director and CEO Highlights Growth Fastest growing super fund over 5 years and 5th highest over 1 year * Superannuation members up Net flows up Funds under management up Key institutional
Critical Success Drivers
Critical Success Drivers Commonwealth Bank Stuart Grimshaw Group Executive, Investment and Insurance Services 23 June 2004 www.commbank.com.au 1 Disclaimer The material that follows is a presentation of
AMP reports A$884 million net profit for FY 14
19 February 2015 AMP reports A$884 million net profit for FY 14 AMP Limited has reported a net profit of A$884 million for the full year to 31 December 2014 1, up 32 per cent on A$672 million reported
Equipsuper. Equipsuper reduces insurance premiums. New CEO at Equipsuper. Headcount: Hidden Assets Under Management: Hidden
Firm: Equipsuper Equipsuper Evaluator Founded in Hidden Hidden Hidden Hidden Plea to keep superannuation simple Headcount: Hidden Assets Under Management: Hidden Equipsuper chief Danielle Press said one
AMP reports FY 16 results; announces on-market share buy-back
9 February 2017 AMP reports FY 16 results; announces on-market share buy-back FY 16 net loss of A$344 million (FY 15 net profit: A$972 million) and underlying profit of A$486 million (FY 15: A$1,120 million)
For personal use only
28 October 2016 Manager ASX Market Announcements Australian Securities Exchange Level 4, 20 Bridge Street Sydney NSW 2000 Client and Market Services Team NZX Limited Level 1, NZX Centre, 11 Cable Street
Allura Wealth. Version: 4.1
Allura Wealth Version: 4.1 Date prepared: Friday, 22 June 2018 It is important that you read this Financial Services and Credit Guide (FSCG). It contains information that will help you decide whether to
EK Financial Group. Version: 3.0
EK Financial Group Version: 3.0 Date prepared: Wednesday, 31 May 2017 It is important that you read this Financial Services and Credit Guide (FSCG). It contains information that will help you decide whether
The purpose of our FSG is to educate you, prior to a financial service being provided, on certain matters such as:
The Fine Print What is a Financial Services Guide? The Financial Services Guide (FSG) is an important document to help you understand the financial services we are able to offer you. We generally prefer
FOR WHOLESALE CLIENTS USE ONLY. NOT FOR RETAIL CLIENTS USE OR DISTRIBUTION. JPMorgan Global Strategic Bond Fund
FOR WHOLESALE CLIENTS USE ONLY. NOT FOR RETAIL CLIENTS USE OR DISTRIBUTION JPMorgan Global Strategic Bond Fund Each fixed income investment we make is approached with the utmost due diligence and a fiduciary
Avidity Wealth Management Pty Ltd
Avidity Wealth Management Pty Ltd Version: 4.0 Date prepared: Monday, 27 November 2017 It is important that you read this Financial Services and Credit Guide (FSCG). It contains information that will help
UBS Emerging Companies Conference - 17 October 2007
UBS Emerging Companies Conference - 17 October 2007 October 2007 1 Important Notice This presentation has been prepared by HFA Holdings Limited (HFA) and is supplied on the following conditions which are
Australian Institute of Superannuation Trustees. Annual Report 2014 ABN:
Australian Institute of Superannuation Trustees Annual Report 2014 ABN: 19 123 284 275 2 AIST 2014 Annual Report Contents WHO WE ARE 4 PRESIDENT S REPORT 5 CEO S REPORT 6 MEMBER FUNDS 7 ORGANISATIONAL
Metis Wealth Management Pty Ltd. Version: 4.1
Metis Wealth Management Pty Ltd Version: 4.1 Date prepared: Friday, 16 March 2018 It is important that you read this Financial Services and Credit Guide (FSCG). It contains information that will help you
The opportunity of residential property investment vehicles in enhancing affordable rental housing supply. Graeme Newell Western Sydney University
The opportunity of residential property investment vehicles in enhancing affordable rental housing supply Graeme Newell Western Sydney University AHURI research grant Professor Graeme Newell: WSU Associate
Investor report Full year 2018
Investor report Full year 2018 Management and contact details AMP group leadership team Francesco De Ferrari Chief Executive Officer Megan Beer 1 Chief Executive, AMP Life Sally Bruce 1 Chief Executive,
Financial Services and Credit Guide. Lifetime Wealth Planners Pty Ltd
Financial Services and Credit Guide Lifetime Wealth Planners Pty Ltd Version: 4.0 Date prepared: Monday, 27 November 2017 It is important that you read this Financial Services and Credit Guide (FSCG).
One Super Fund. Version: 1.0
One Super Fund Version: 1.0 Date prepared: Wednesday, 13 July 2016 It is important that you read this Financial Services and Credit Guide (FSCG). It contains information that will help you decide whether
Financial Services and Credit Guide
J M Mingo & Associates Pty Ltd Financial Services and Credit Guide Why this Guide is important to you This Guide explains the financial planning and credit services we provide, as well as giving you important
Female participation on Superannuation Trusts By sector
type Trust name Chair Total Female ExxonMobil Superannuation Pty ExxonMobil Superannuation NA NA William Adams Employees Elphinstone Group Superannuation Pty NA NA The Trust Company MacMahon Employees
Australian Catholic Superannuation and Retirement Fund Employer Sponsored, Personal Plan, MySuper, RetireChoice PDS 01 October 2015 Fees:
Australian Catholic Superannuation and Retirement Fund Employer Sponsored, Personal Plan, MySuper, RetireChoice PDS 01 October 2015 Fees: From 1 October 2015, the indirect cost ratio of 0.25% was removed
What does Stronger Super mean for CFO s. Michael Mulholland EGM, Growth & Advice, Sunsuper
What does Stronger Super mean for CFO s Michael Mulholland EGM, Growth & Advice, Sunsuper Before we begin This presentation contains general advice and does not take into account the investment objectives,
Challenger (CGF) Expanding the potential. A broader and more robust business emerging. Earnings revisions SOURCE: BELL POTTER SECURITIES ESTIMATES
14 February 2017 Analyst Lafitani Sotiriou 613 9235 1668 Associate Analyst James Filius 613 9235 1612 Authorisation TS Lim 612 8224 2810 Challenger (CGF) Expanding the potential Recommendation Buy (unchanged)
SUPERANNUATION CHOICE
SUPERANNUATION CHOICE A Tracking Study into Consumer Behaviour and Fund Performance in Australia Quarterly Report, Issue 6 October December, 2006 Roy Morgan Research 401 Collins St Melbourne, VIC, 3000
APSS - Register of Relevant Interests and Duties
APSS - Register of Relevant Interests and Duties APRA's Prudential Standard SPS 521 (Conflicts of Interest) provides the following definitions for Relevant Duty and Relevant Interest : Relevant Duty Refers
3 May 2016 ASX ANNOUNCEMENT
Link Administration Holdings Limited ABN 27 120 964 098 All correspondence to: Locked Bag A14 Sydney South NSW 1235 Australia 3 May 2016 ASX ANNOUNCEMENT ASX Market Announcements Office ASX Limited 20
Kahuna Financial Management Pty Limited. Version: 4.0
Kahuna Financial Management Pty Limited Version: 4.0 Date prepared: Tuesday, 5 December 2017 It is important that you read this Financial Services and Credit Guide (FSCG). It contains information that
Fat Cat Funds Report
Report 2016 www.stockspot.com.au invest@stockspot.com.au 1 Foreword Chris Brycki Founder at Stockspot Stockspot s Report is the largest analysis of Australian superannuation and managed funds. This is
Avante Financial Services Pty Ltd
Avante Financial Services Pty Ltd Version: 4.0 Date prepared: Monday, 1 January 2018 It is important that you read this Financial Services and Credit Guide (FSCG). It contains information that will help
Presented by: Kent Griffin, Chief Financial Officer, TAL Date: 7 September 2018
TAL and Australian Life Insurance Market Presented by: Kent Griffin, Chief Financial Officer, TAL Date: 7 September 2018 The life insurance market in Australia A$17.2b (1) in-force premium, distributed
Crosby Dalwood Pty Ltd Financial Services Guide
Crosby Dalwood Pty Ltd Financial Services Guide ABN 30 132 317 876 Authorised Representative No: 330309 Version number: 15.00 PART TWO ADVISER PROFILE This adviser profile is Part Two of the Count Financial
Asgard Super and Pension Account
Asgard Super and Pension Account Annual Report For the year ending 30 June 2018 ASGARD SUPER/PENSION Asgard Managed Profiles and Separately Managed Accounts Funds Super/Pension Asgard Elements Super/Pension
Investment Returns. As at 30 April Employer Super investment funds. Integra Super 2-3 Integra Annuity & Pension 4 Market data and performance 5
Investment Returns As at 30 April 2018 Employer Super investment funds Integra Super 2-3 Integra Annuity & Pension 4 Market data and performance 5 Integra Super as at: 30 April 2018 Profile 1 - Defensive
What to do next. Making financial decisions? smartmonday PRIME offers employers a choice of superannuation solutions.
Employer Kit What to do next smartmonday PRIME offers employers a choice of superannuation solutions. If you re a larger employer you may have special requirements, including defined benefit options, insurance
Amega Financial Solutions
Amega Financial Solutions Version: 3.1 Date prepared: Wednesday, 27 September 2017 It is important that you read this Financial Services and Credit Guide (FSCG). It contains information that will help
Financial Services and Credit Guide
Financial Services and Credit Guide RJL Financial Pty Ltd trading as Windmill Financial Version: 4.0 Date prepared: Wednesday, 13 December 2017 Authorised Representative of AMP Financial Planning Pty Limited
ING Australia Market Update
ING Australia Market Update Australia and New Zealand Banking Group Limited 21 March 2006 Dr. Bob Edgar ANZ Senior Managing Director 1 INGA JV provides ANZ with a solid position in an attractive market
For personal use only
16 February 2012 Manager Company Announcements Office Australian Securities Exchange Level 4, 20 Bridge Street Sydney NSW 2000 Manager Market Information Services Section New Zealand Stock Exchange Level
WEALTH MANAGEMENT RECRUITMENT PROFESSIONALS. Superannuation Life Insurance Investments QUARTERLY INDUSTRY NEWSLETTER
Superannuation Life Insurance Investments QTR 2 2018 QUARTERLY INDUSTRY NEWSLETTER APRIL 2018 TABLE OF CONTENTS QUARTERLY NEWSLETTER QTR 2, 2018 Welcome to the second Quarterly Newsletter of 2018. We ll
Investment and Insurance Services Division 19 October 2004
Investor Half Day Investment and Insurance Services Division 19 October 2004 Disclaimer The material that follows is a presentation of general background information about the Bank s activities current
Illiquid funds update: MLC Navigator
Illiquid funds update: MLC Navigator For more information, please email illiquid_funds@mlc.com.au. Or call Client Services on 1300 428 482 or Adviser Services on 1300 128 482 between 8.00am and 6.00pm
KIS Planning. Version: 4.0
KIS Planning Version: 4.0 Date prepared: Monday 1 January 2018 It is important that you read this Financial Services and Credit Guide (FSCG). It contains information that will help you decide whether to