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Showing 141 - 150 of 421 results for "Equity Trustees"

Boutique to remediate clients

KANIKA SOOD  |  WEDNESDAY, 3 JUN 2020
... certain fund related expenses in addition to the management fees disclosed in the PDS," the responsible entity Equity Trustees said in communication sent to investors. Alpha was to remedy the error by making a one-off adjustment in the funds' NAV ...

Newgate fund starts new life

KANIKA SOOD  |  TUESDAY, 2 JUN 2020
Equity Trustees has handed over the management of Newgate Real Estate and Infrastructure Fund to a new manager, as Newgate Capital announces its intention to retire from the fund. Starting July 1, the fund will be folded into the Sanlam Real Assets ...

Prodigy boutique to continue

KANIKA SOOD  |  FRIDAY, 8 MAY 2020
... boutique partners (Dalton Street Capital and Equus Point Capital) wound up their funds while the responsible entity Equity Trustees was considering alternative arrangements for small caps manager Flinders. Soon after the March 18 announcement, EQT gave ...

How PYS changes caused 34% premium hikes

ELIZABETH MCARTHUR  |  THURSDAY, 2 APR 2020
... Bankfirst and Beyond Bank are all part of a single CUBS Super fund and are therefore insured under one group policy. Equity Trustees, the trustee for the funds, said that the premium rate change was deemed appropriate in the current environment. "Recent ...

Prodigy folds, two boutiques to shut

KANIKA SOOD  |  WEDNESDAY, 18 MAR 2020
... return capital to investors. Both of their funds are currently under their benchmarks. The responsible entity, Equity Trustees, is considering alternative arrangements for Flinders. Prodigy's two offices will close as well. Prodigy's first boutique ...

EQT bolsters board

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
Equity Trustees has appointed an award-winning women's advocate and current RBA director to its board. Carol Schwartz has joined EQT's board as a non-executive director. Schwartz is currently a non-executive director on the boards of the Reserve ...

TAL loses super fund mandate

JAMIE WILLIAMSON  |  MONDAY, 2 MAR 2020
... the AMG Super umbrella, have been notified that TAL will no longer provide their group insurance from 1 April. Equity Trustees Superannuation as trustee for the product has appointed Hannover Life Re to take over the mandate. Freedom of Choice said the ...

New board member at EQT

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 FEB 2020
... Kennett. "We are very fortunate that Ms Robson's experience is combined with an excellent understanding of the Equity Trustees business and our development over the past five years through her work with a number of our boards and committees." Robson ...

K2 appoints head of research

ELIZA BAVIN  |  FRIDAY, 31 JAN 2020
... executive director and head of investment strategy at UBS and chief investment officer and head of asset management at Equity Trustees. Boubouras has also held senior roles at HSBC Global Asset Management, Macquarie Group, Westpac, NSW Treasury and UBS ...

Faith-based super fund increases fees

ELIZABETH MCARTHUR  |  FRIDAY, 10 JAN 2020
... of scrutiny applied to investment practices and management leading to higher costs than other funds may incur." Equity Trustees, the trustee for Crescent Wealth Super, will issue a new PDS that will apply from 1 February 2020 and no other fees are expected ...