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Showing 91 - 100 of 123 results for "Income Trust"

SQM upgrades Trilogy income fund

MARK SMITH  |  TUESDAY, 11 DEC 2012
The Trilogy Monthly Income Trust (TMIT) has been upgraded following a review by SQM Research. The research house has granted the fund a 3A1/2 star rating, up from 3A1/4 stars, following "continued outperformance of its peers and benchmark index". SQM ...

AUI calls it quits on two mortgage trusts

BEN COLLINS  |  THURSDAY, 8 NOV 2012
... forced the closure of two mortgage trusts. Australian Unity Investments (AUI) decided yesterday to close its Mortgage Income Trust (MIT) and Wholesale Mortgage Income Trust (WMIT). All capital will be retuned to investors through regular payments over ...

AUI winds up High Yield Mortgage Trust

CLAIRE MCGREAL  |  MONDAY, 12 DEC 2011
... 2014, said AUI. Meanwhile the firm also said it would continue to focus on growing its more conservative Mortgage Income Trust. "The Mortgage Income Trust remains an important part of the investment portfolio of its investors, and given feedback from ...

Legg Mason funds plug retiree gap

ELISE BURGESS  |  TUESDAY, 10 MAY 2011
Legg Mason targets retirees with its real income and Australian equities income trust funds, changing from the 'usual' accumulation versus de-accumulation design to better accommodate advisers and their clients. Legg Mason said in their white paper ...

IOOF adds insurance, offers more low-cost options

ELISE BURGESS  |  FRIDAY, 1 APR 2011
... classes and underlying investment options including: Global Fixed Interest - Brandywine Global Opportunistic Fixed Income Trust Property - Zurich Investments Global Property Securities Fund Class D Global Shares - Five Oceans World Fund - Class A Australian ...

Perennial tactical move pays off

ELISE BURGESS  |  TUESDAY, 8 MAR 2011
Less than two years since launch, the Perennial Tactical Income Trust has raised almost $100 million, appealing to financial advisers drawn to the fund's approach to fixed interest. Since the fund's inception in June 2009, it has returned about 11 per ...

Be wary of lowball offer: AUI

JOHN MCDULING  |  FRIDAY, 15 OCT 2010
... wary of an offer from Direct Share Purchasing Corporation (DSC) to purchase units in the Australian Unity Mortgage Income Trust. The DSC offer is 80 cents per unit, a 20 per cent discount on the unit price of $1.00. David Bryant, head of AUI, has urged ...

Rainmaker unveils winners of the 2010 Marketing Excellence Awards

MICHELLE BALTAZAR  |  FRIDAY, 27 AUG 2010
... Fund - Tyndall Investment Management * Australian Governance Masters Index Fund Limited - Dixon * Perennial Tactical Income Trust - Perennial Investment Partners 8. Best New Superannuation Product of the Year WINNER: AXA North Protected Retirement Guarantee ...

AUI increases redemption levels for mortgage fund

MEDIA RELEASES  |  FRIDAY, 27 AUG 2010
Australian Unity Investments has increased the regular monthly withdrawal facility of the AUI Mortgage Income Trust, offering 3 per cent of the trust for withdrawals each month. The increase is effective from 25 August 2010 and investors can set up ...

Rainmaker unveils 2010 award nominees

ELISE BURGESS  |  MONDAY, 16 AUG 2010
... Fund - Tyndall Investment Management * Australian Governance Masters Index Fund Limited - Dixon * Perennial Tactical Income Trust - Perennial Investment Partners * Abacus Diversified Income Fund - Abacus Property Group 8. Best New Superannuation Product ...