There are over five million baby boomers (born 1946 to 1964). For most, a bright future awaits. After full-time work, it’s a stage of life which could span 25 years or more, so will the capital last?
Income for Life Fund
Pentalpha Income for Life Fund true-to-label as market volatility/risk increases
The Income for Life Fund returned +0.72% net of fees in the month of April 2019, with volatility since inception falling to 3.45%, this despite overall market volatility having risen in recent times.
Industry struggling with seismic shift from wealth accumulation to wealth utilisation
A seismic shift is occurring within Australia’s investment landscape and the investment management industry is struggling to cope.
March quarter performance for Pentalpha Income for Life Fund
The Fund returned +2.70% net of fees for the March Quarter 2019, comprising 1.87% in distributed yield and 1.01% capital return on a before fees basis.
Capital protected fund launches for retiree incomes
Brisbane-based Pentalpha Investment Management released a new retail class of unit in its Income for Life Fund at the start of 2019.