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Showing 121 - 130 of 637 results for "responsible entity"

Munro Partners launches climate fund

ANNABELLE DICKSON  |  WEDNESDAY, 3 NOV 2021
... Asset Management and is managed by Griffin and partner and portfolio manager James Tsinidis. GSFM acts as the responsible entity and distributor of the Munro Climate Change Leaders Fund along with Munro's other funds. "The team at Munro Partners has ...

HNW advice firm opens to retail investors

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
... defensive assets. It targets 5% p.a. over rolling five-year periods. OpenInvest was appointed portfolio manager and responsible entity for the investment options. Investors access the options via the newly launched OpenWealth platform. OpenInvest chief ...

Swell AM launches retail trust

ELIZABETH MCARTHUR  |  TUESDAY, 14 SEP 2021
... Fund. The fund invests in a concentrated portfolio of around 15 companies. Perpetual has been appointed as responsible entity and Mainstream Group as fund administrator. Swell chief investment officer Lachlan Hughes said after six years of managing money ...

New RE mandate for Equity Trustees

ELIZABETH MCARTHUR  |  THURSDAY, 9 SEP 2021
Equity Trustees has been appointed as a responsible entity for a wealth manager launching a new offering in Australia. Haven Wealth Partners has appointed Equity Trustees as it launches its first fund in Australia. The Haven Wealth Partners Ethical ...

Top franked stock picks: Morningstar

ELIZABETH MCARTHUR  |  FRIDAY, 6 AUG 2021
... high-net-worth clients, and being a major provider of trustee services to the securitisation market and outsourced responsible entity services to funds. All positive indicators of future income-generating abilities, according to Morningstar. While perhaps ...

EQT hires for trustee and wealth

ANNABELLE DICKSON  |  FRIDAY, 30 JUL 2021
... servicing the diverse needs of clients, which is the basis for our success." In May, EQT was has appointed as the responsible entity for EFM Asset Management's local offering.

CommIF takeover rejected

ELIZABETH MCARTHUR  |  THURSDAY, 22 JUL 2021
... decision from the independent board committee (IBC), which recommended that AMP Capital remain the manager and responsible entity for CommIF. "AMP Capital is committed to continuing to deliver strong outcomes for investors in CommIF as it has done consistently ...

Acadian launches multi-asset fund

ANNABELLE DICKSON  |  TUESDAY, 20 JUL 2021
... selection within asset classes and directional positioning at an asset-class level." Equity Trustees is the responsible entity for the fund and BT Investment Solutions is the first investor in the fund through its BT Diversified Alternatives Fund. "We ...

Hejaz expands with three new funds

KARREN VERGARA  |  MONDAY, 12 JUL 2021
... alone. The new Property Fund invests in global REITs, with a target of 10% p.a. return. Equity Trustees acts as responsible entity for the new funds. In launching the funds, Hejaz Financial Services chief executive Hakan Ozyon told Financial Standard ...

Centuria appoints to RE board

KARREN VERGARA  |  MONDAY, 5 JUL 2021
Centuria Capital Group appointed two independent non-executive directors to its responsible entity boards. Jennifer Cook and Niole Green joined the two RE boards of Centuria: Centuria Property Funds (CPFL) and Centuria Property Funds No. 2 (CPF2L). ...