Top-performing RI funds challenge low-return myth

While investment returns have strengthened to levels last seen before the global financial crisis, responsible investment funds have surged even higher, according to the 2013 Responsible Investment Benchmark Report. The research found responsible investment funds have outperformed both the benchmark and the average of mainstream funds over short and long terms in both Australian and […]

No demand for SRIs but is season changing?

Financial advisers play a key role in ensuring investors get the message on socially responsible investing but changing mindsets has been slower than expected. An industry roundtable event last week revealed the frustration that many campaigners for environmental, social and governance (ESG) policy feel at SRI remaining a fringe, altruistic issue rather than a driver of investment decisions.

SMSF flows increase as confidence returns

Australians contributed $24 billion into self-managed super funds in the 2010-11 financial year, according to the Financial Services Council’s Bond Report on the sector. Of the $24 billion, discretionary contributions represented by far the largest growth rate with a $3.2 billion (19.8 per cent) increase to $24 billion between 2009-10 and 2010-11, while employer contributions grew by $0.3 billion (4.9 per cent) to $6.8 billion during the same period.

Super fund returns: is apathy the best strategy?

Australians are bracing for poor returns from their super funds when end-of-financial-year statements hit mailboxes over the coming month. An online survey of more than 470 super fund members across all sectors, conducted in July, found one in five (21 per cent) respondents are expecting a negative return, while one quarter (26 per cent) expect a neutral return.

Strategies for good returns

Investors are reasonably concerned as to where to invest when the Australian housing market is apparently over-valued and the share market seems captive to ongoing global risks. Many are gravitating towards cash.