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Showing 271 - 280 of 735 results for "responsible entity"

Boutique launches multi-asset fund

KANIKA SOOD  |  MONDAY, 10 AUG 2020
... Australian equities, up to 40% in international equities and up to 30% in listed property. Equity Trustees is the responsible entity, NAB acts as the custodian and administrator, while UBS will act as the prime broker and Mainstream Fund Services will ...

Wheelhouse names new partners

ELIZA BAVIN  |  MONDAY, 10 AUG 2020
... Dickman was formerly head of distribution at AMG and Australian Unity. The Trust Company (Perpetual) is now the Responsible Entity for the Wheelhouse Global Equity Income Fund. The team has completed extensive testing of an Australian equities focused ...

BetaShares rejigs oil ETF...again

KANIKA SOOD  |  WEDNESDAY, 5 AUG 2020
... looks for a replacement contract, the fund will revert to just cash. "It's very improbable but we are a responsible entity, a fiduciary, and our job as a fiduciary is that even remote risks have a risk management strategy," BetaShares chief executive ...

Non-bank lender winds up fund

KANIKA SOOD  |  THURSDAY, 23 JUL 2020
... May 2015 and had $4.96 million in assets at May 2020 end. Wisr, as the investment manager, advised the fund's responsible entity One Managed Investment Funds to wind up the fund as it took the view the objective had not been accomplished and can't be ...

360 Capital eyes LIC

KANIKA SOOD  |  FRIDAY, 17 JUL 2020
... an 18.53% stake in an ASX-listed closed-ended fund, as it engaged with its management to appoint it as the responsible entity. The Australian Enhanced Income Fund (AYF) was listed on the ASX in October 2006 and invests in up to 35 ASX-listed debt equity ...

Netwealth booms amid pandemic

ALLY SELBY  |  FRIDAY, 10 JUL 2020
... seeing an increase in client referrals and new business." During the quarter, Netwealth also added an external responsible entity option to its managed account offering, which it says, "further supports differentiated value propositions in the market ...

SG Hiscock, Morgan Stanley launch global equity funds

ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
... are increasingly valued by investors, particularly in Australia." Equity Trustees Limited has been appointed Responsible Entity (RE) of the two Partnership Program funds. Equity Trustees' head of global fund services and executive general manager corporate ...

Prodigy boutique finds new strategic partner

KANIKA SOOD  |  WEDNESDAY, 24 JUN 2020
... investors. It had two offices - in Sydney and Melbourne - with about a dozen staff. Equity Trustees, as the responsible entity, decided Dalton and Equus would wind down their funds and return capital to investors. Dalton funds' closure was reversed ...

New fund launches on ASX

ELIZA BAVIN  |  WEDNESDAY, 24 JUN 2020
... least 5% per annum, net of fees and costs, paid semi-annually. It said where there is insufficient income the Responsible Entity, Perpetual Trust Services, intends to distribute capital out of the fund with the objection of trying to meet its target. ...

Report reveals superficiality of ESG pledges

ELIZABETH MCARTHUR  |  TUESDAY, 9 JUN 2020
... company," the spokesperson said. Likewise, a spokesperson for AMP Capital (which acts as the investment manager and responsible entity for AMP Super's listed investments) said it publishes its proxy voting annually. "We consider each proposal carefully ...