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Showing 1091 - 1100 of 10104 results for "Trust"

Eildon divests stakes in four funds to Trilogy

KARREN VERGARA  |  WEDNESDAY, 31 JUL 2024
... part of a strategic review to simplify its operations and business. Eildon's co-investment stakes in EAM Berwick Motor Trust, EAM Elara Village Property Fund, EAM Caboolture Property Fund, and EFM Harpley Town Centre Property Trust are collectively ...

UniSuper's environmental option returns -16%

JAMIE WILLIAMSON  |  TUESDAY, 30 JUL 2024
... from environmental themes, like electric vehicles (EVs) or renewable energy. Its top holdings include Tesla, Digital Realty Trust, Enphase Energy, and Samsung SDI. Addressing the negative return, Pearce said the option has been giving back some of the ...

London-based boutique opens fund to local investors

ANDREW MCKEAN  |  MONDAY, 29 JUL 2024
... Atlantic House, in partnership with Mantis Funds, launched the Atlantic House Defined Returns Fund in Australia. This unit trust feeds into its flagship Atlantic House Defined Returns Fund.

Future Fund hires Fortlake investments deputy

ELIZABETH FRY  |  MONDAY, 29 JUL 2024
Australia's sovereign wealth fund has hired Fortlake Asset Management's deputy chief investment officer. Kylie-Anne Richards joined last week, sitting with the Future Fund's dynamic asset allocation team. Richards has served as deputy chief ...

Trend among young Aussies highlights need for affordable advice

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
... more likely to report having been cybercrime victims than their older counterparts. "We are seeing a much higher degree of trust in social media-sourced advice from younger Australians, with 33% of those in the 18-34 cohort saying they trust social media ...

Build Your Wealth adviser cops ban

KARREN VERGARA  |  FRIDAY, 26 JUL 2024
... investigation, particularly when it came to informing clients about the risks associated with investing in the Storehouse Residential Trust. ASIC determined that conflicts of interest existed between Luff's business and Storehouse - the investment ...

Positives remain at Perpetual, says Morningstar

JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2024
... costs, seek out higher-margin clients, and achieve a strong outcome from the sale of the wealth management and corporate trust capabilities to KKR. Morningstar has lowered its fair value estimate from $26 per share to $24.50 per share on the back of ...

ART executive takes lead super role at Insignia

JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2024
After announcing his departure from Australian Retirement Trust (ART) yesterday, Dave Woodall has been named chief executive of superannuation at Insignia Financial. Earlier this month, Insignia Financial announced an overhaul of its leadership team. ...

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
The average adviser today is managing more clients than a year ago, resulting in a ratio of around 20 self-managed super fund (SMSF) clients per SMSF specialists, Investment Trends head of research Irene Guiamatsia told the SMSF Association Technical ...

Australian Retirement Trust restructures leadership team

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
Australian Retirement Trust (ART) has undergone a major organisational shakeup that's resulted in an overhaul of its executive leadership team, including some key departures. The $300 billion super fund, which is nipping at the heels of AustralianSuper ...