fixed interest

Investment Strategy

CareSuper gets defensive

CareSuper has awarded two $100-million mandates to GMO and Wellington in an effort to shift its absolute return portfolio to a more defensive position. The $7.7-billion fund has awarded just over $100 million to the GMO Multi-Strategy Trust and just under $100 million to the Wellington Global Total Return Fund in the past month, according […]
Investment Strategy

Research favours moderate risk, diversified portfolio

When the prospective real return from a traditional 60/40 equities-and-bonds portfolio is less than half the level it has been for the past several decades, investors had better start to think about new ways to generate better performance. Cliff Asness, founding and managing partner of the US-based fund manager AQR Research, said the return from […]
Investment Strategy

Positive start for super funds

Australian super funds have begun the new financial year in positive territory, with the median balanced option posting a 1.1-per-cent gain for the month of July. Research from SuperRatings shows that the July result was driven by a 3.1-per-cent gain for Australian share options and positive contributions from property, fixed interest and cash. A stronger […]