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Showing 1 - 10 of 12 results for "Australian Income Fund"

Plato launches global shares ETF

MATTHEW WAI  |  MONDAY, 18 MAY 2026
... process - including our red flags risk management system - and the same dividend rotation strategy as our Australian income Fund, just within a broader universe of stocks."

Clime chair assumes investment role

KARREN VERGARA  |  MONDAY, 2 FEB 2026
... advised assets. It expects to book profit from the sale of more than $1 million. Clime also shuttered its Australian Income Fund, which at the end of October 2025 was under a preliminary ASIC investigation. Baragwanath said the "company experienced material ...

Clime shutters two funds, offloads retail book

KARREN VERGARA  |  TUESDAY, 25 NOV 2025
... At the annual general meeting last week, Clime chair John Abernethy announced the closure of the Clime Australian Income Fund and Clime Smaller Companies Fund but did not provide more details. Abernethy also did not provide details on ASIC's investigation ...

ASIC confirms investigation into a Clime fund

KARREN VERGARA  |  FRIDAY, 31 OCT 2025
ASIC has commenced a preliminary investigation into the Clime Australian Income Fund. The corporate watchdog set the record straight, stating that it has commenced an investigation into the fund with respect to its compliance with the target market ...

Prime Financial Group buys Lincoln Indicators

JAMIE WILLIAMSON  |  TUESDAY, 22 APR 2025
... 3300 high-net-worth (HNW) investors using its research services and three managed funds, being the Lincoln Australian Income Fund, the Lincoln Australian Growth Fund, and the Lincoln US Growth Fund. It means a 10x increase in the number of HNWs Prime ...

Investment Leadership Awards finalists named

JAMIE WILLIAMSON  |  MONDAY, 17 MAY 2021
... Fund Legg Mason Asset Management - Legg Mason Martin Currie Real Income Fund Lincoln Indicators - Lincoln Australian Income Fund Plato Investment Management - Plato Australian Shares Income Fund Vanguard Investments Australia - Vanguard Australian Shares ...

BetaShares' UMAX receives recommended rating

JAMES FERNYHOUGH  |  THURSDAY, 30 OCT 2014
... "It's great to see independent recognition of the UMAX strategy through a Lonsec rating," he said. "Our Australian income fund YMAX, which utilises a similar strategy, has been one of the fastest growing equity ETP on the ASX this year, and we expect ...

ASIC suspends licence of LM Investment

LAURA MILLAN  |  WEDNESDAY, 10 APR 2013
... investment schemes including the LM Cash Performance Fund, LM First Mortgage Income Fund, LM Currency Protected Australian Income Fund, LM Institutional Currency Protected Australian Income Fund, LM Australian Income, LM Australian Structured Products ...

Trilogy takeover attempt piracy: LM

MARK STORY  |  WEDNESDAY, 10 OCT 2012
... as the Responsible Entity for the LM Wholesale First Mortgage Income Fund, and the LM Currency Protected Australian Income Fund, feeder funds of the LM First Mortgage Income Fund (FMIF). Describing it as extraordinary, LM claims that Trilogy's action ...

Overseas investors' demand replacement of LM as RE

MARK STORY  |  TUESDAY, 9 OCT 2012
... LM is the RE for the LM Wholesale First Mortgage Income Fund (Wholesale Fund), the LM Currency Protected Australian Income Fund (Currency Fund), both of which are "feeder funds" of the LM First Mortgage Income Fund (Main Fund). The Wholesale Fund and ...
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