Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 121 - 130 of 422 results for "Equity Trustee"

New heatmap shames trustees

KARREN VERGARA  |  FRIDAY, 18 DEC 2020
The same underperforming and costly MySuper products APRA named and shamed last year have failed members again in the latest iteration of the heatmaps. APRA is taking action on 10 MySuper products overseen by eight trustees. It will issue notices for ...

EQT wins custody mandate

KARREN VERGARA  |  WEDNESDAY, 2 DEC 2020
Equity Trustees has scored a custody mandate from an $850 million REIT. HomeCo, an ASX-listed property ownership, development and manager (HMC), appointed EQT to oversee its HomeCo Daily Needs REIT (HDN). HDN's portfolio includes retail property ...

EQT wins endowment mandate

ANNABELLE DICKSON  |  WEDNESDAY, 25 NOV 2020
Equity Trustees has won a mandate to manage half the investment portfolio of an endowment fund that supports vulnerable children and families in Australia. The $18 million OzChild endowment fund is committed to improving the lives of at-risk children ...

Boutique to use Equity Trustees

KANIKA SOOD  |  MONDAY, 23 NOV 2020
Spire Capital will use Equity Trustees as the responsible entity for its master fund, moving away from doing it internally following investor demand. The change will come into effect on 18 February 2021. "This change is proposed as a result of key investor ...

Clime to wind up Australian value fund

KANIKA SOOD  |  TUESDAY, 17 NOV 2020
The 14-year-old fund is headed for the door as asset growth falters. The Clime Australian Value Fund was set up in 2006 (wholesale units followed in 2011) and had $79 million in total assets at June end. It targeted capital growth and a growing level ...

Loftus Peak lists active ETF

KANIKA SOOD  |  MONDAY, 9 NOV 2020
The Sydney boutique has listed its top-performing global equities fund on the ASX as an active ETF, while removing it from the mFund market place. The Loftus Peak Global Disruption Fund was the top performer in large-cap global equities funds with 24.2% ...

EQT names chair, compliance member

ANNABELLE DICKSON  |  FRIDAY, 30 OCT 2020
The responsible entity for some of Australia's largest funds has made changes to its compliance committee and appointed a new chair to its board. Equity Trustees has announced Glenn Sedgwick has joined the responsible entity compliance committee (RECC) ...

ClearView pushes ahead with SFT

KARREN VERGARA  |  FRIDAY, 9 OCT 2020
The ASX-listed wealth and insurance company will complete the successor fund transfer of its risk-only superannuation products to HUB24, which is scheduled to take effect on October 31. ClearView will move its clients from its LifeSolutions Super and ...

Equity Trustees rejigs two leadership roles

KANIKA SOOD  |  WEDNESDAY, 26 AUG 2020
Harvey Kalman is moving into a new role at Equity Trustees after starting its corporate trustee services business over 20 years ago. Kalman will now be the global head of business development, fund services and managing director for UK and Europe. Russell ...

Pengana sales manager lands distribution gig

ALLY SELBY  |  THURSDAY, 20 AUG 2020
A former Pengana Capital national sales manager for private banking and wealth has found his feet after moving to sunny Queensland, landing a new role as the head of distribution at two boutique funds management companies. Alex Keen has nabbed the role ...