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Showing 171 - 180 of 762 results for "responsible entity"

BWP, Newmark Property REIT set to merge

CHLOE WALKER  |  WEDNESDAY, 24 JAN 2024
BWP Trust (BWP) and Newmark REIT Management, the responsible entity for Newmark Property REIT (NPR), have agreed to merge, subject to shareholder approval. Under the proposed merger, real estate investment trust BWP will offer to acquire 100% of NPR's ...

Loftus Peak to take over Orca fund

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2024
... Disruption Fund, with the transition expected to occur early this year after having already been approved by the responsible entity, Perpetual's The Trust Company. It was said the decision was made as, despite its best efforts, Orca has not been able ...

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... found to be an unregistered managed investment scheme run by Linchpin Capital. Endeavour Securities was the responsible entity. The Federal Court later found the directors of the scheme had used money sought from investors for their personal use, including ...

Institutional investor tips $30m into new Mantis offer

CHLOE WALKER  |  THURSDAY, 16 NOV 2023
... to wholesale clients in Australia and wholesale investors in New Zealand only, with Equity Trustees as the responsible entity. The unit trust launch follows the partnership between Mantis Funds and Adelaide-based specialty financial services provider ...

Currency hedging solution launched for managed accounts

JAMIE WILLIAMSON  |  WEDNESDAY, 15 NOV 2023
... need to simplify the management of AUD/USD currency exposures. Rochford Group has appointed Equity Trustees as responsible entity of its new fund, the Leveraged Long AUD Fund, which was introduced last month. "Currently, there is limited access to institutional ...

AFCA consults on advice, MIS compensation

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
... insolvent. A consumer who suffers loss arising from advice to invest in a MIS can bring a claim against the responsible entity of the MIS or the financial advice firm or both parties. AFCA therefore wants input from stakeholders on how to apportion liability ...

XTBs to be delisted following collapse

CASSANDRA BALDINI  |  TUESDAY, 7 NOV 2023
... partners Alan Walker and Glenn Livingstone were appointed administrators shortly after. Equity Trustees, as responsible entity and issuer of the Australian Corporate Bond Trust, said the XTBs are quoted on Cboe but are currently suspended from trading ...

Munro Partners launches new fund

CHLOE WALKER  |  WEDNESDAY, 1 NOV 2023
... processes and utilize the same network that has been the hallmark of success for our existing funds." GSFM is the responsible entity and distributor of the Munro Global Growth Small and Mid-Cap Fund, as well as the Munro Concentrated Global Growth Fund ...

WAM launches unit trust, names RE

CHLOE WALKER  |  TUESDAY, 24 OCT 2023
Wilson Asset Management (WAM) selected Equity Trustees (EQT) to be responsible entity for the Wilson Asset Management Leaders Fund. The fund is an actively managed investment portfolio, comprised of 45-80 large-cap companies listed predominately on ...

Three actively managed funds shutter

KARREN VERGARA  |  FRIDAY, 20 OCT 2023
... S&P/ASX 300 Accumulation Index. Total returns since inception stood at 7.9% as at September. The fund's responsible entity Australian Unity said it has suspended new investor applications and additional contributions including reinvestments or regular ...