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Showing 121 - 130 of 762 results for "responsible entity"

Court acts against two with links to Shield Master Fund

JAMIE WILLIAMSON  |  THURSDAY, 27 FEB 2025
... recommended his clients invest in the Shield Master Fund. In December 2024, Keystone Asset Management - the responsible entity for the Shield Master Fund - was ordered to be wound up. At that time, ASIC said it had become aware that Venture Egg had written ...

Brookfield subsidiary launches credit fund locally

KARREN VERGARA  |  FRIDAY, 14 FEB 2025
... subsidiary has launched the Oaktree Strategic Credit Fund (AUD) to Australian wholesale investors and appointed responsible entity (RE) duties to Channel Investment Management. Brookfield Oaktree Wealth Solutions' fund, which requires an initial ...

SG Hiscock, Ruffer shutter funds

KARREN VERGARA  |  THURSDAY, 13 FEB 2025
... taken lightly. It follows a thorough assessment of the fund, market demand and expected growth opportunity," responsible entity (RE) MSC Group told investors. MSC will distribute proceeds on or around March 24. The fund, which was about 33 years old ...

EQT awarded two new mandates

ELIZA BAVIN  |  TUESDAY, 11 FEB 2025
Equity Trustees (EQT) has been awarded two fresh mandates to act as responsible entity for both Realm Investment House and MA Financial. MA Financial Group partnered with EQT as the responsible entity and custodian for its newly launched MA Credit Income ...

Coller Capital launches first-of-its-kind strategy

MATTHEW WAI  |  THURSDAY, 6 FEB 2025
... $25,000 and a minimum of $5000 per additional investment thereafter. Equity Trustees has been selected as the responsible entity for the fund. Coller Capital head of Australia and New Zealand private wealth distribution David Hallifax said the asset ...

K2 appoints chief executive, wins mandate

KARREN VERGARA  |  WEDNESDAY, 29 JAN 2025
... wealth manager. Hollie Wight has been promoted to chief executive after serving as managing director and head of responsible entity (RE) and trustee services since 2005. Wight joined the ASX-listed firm in 2000. Prior to K2, she worked at PwC within ...

Martin Currie adds to active ETF stable

KARREN VERGARA  |  TUESDAY, 28 JAN 2025
... rate of inflation. Franklin Templeton Australia, which is the parent company of Martin Currie, acts as the responsible entity for the fund. R3AL predominately invests in listed real assets in the form of REITs, and utility and infrastructure securities ...

Channel Investment Management secures RE mandate

KARREN VERGARA  |  TUESDAY, 14 JAN 2025
Channel Investment Management has secured a responsible entity (RE) mandate from a global real estate fund manager to oversee another two strategies. CBRE Investment Management's Global Infrastructure Securities Fund and Global Property Securities ...

Bennelong secures first trustee mandate

ELIZA BAVIN  |  TUESDAY, 14 JAN 2025
... the expansion of its trustee services offering in October last year. Bennelong Funds Management is now the responsible entity (RE) for the Paragon Australia Long Short Fund. The fund invests in equities, predominantly in the industrial and resources ...

Perpetual awards mandate to Equity Trustees

KARREN VERGARA  |  TUESDAY, 7 JAN 2025
... It will terminate on or around 18 February 2025. Last month, Ares Management Corporation chose EQT to be its responsible entity for its recently launched Ares Private Markets Fund. EQT also finalised the integration of Australian Executor Trustees (AET) ...