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Showing 11 - 20 of 475 results for "Equity Trust"

EQT operations, finance chief steps down

KARREN VERGARA  |  MONDAY, 18 DEC 2023
Philip Gentry, Equity Trustee's (EQT) chief operating officer and chief financial officer, is stepping down from the dual roles after eight years. EQT board chair Carol Schwartz said Gentry "played a pivotal role in helping reshape EQT". "His contribution ...

Morningstar reveals Australian equities upgrades, downgrades

ANDREW MCKEAN  |  FRIDAY, 15 DEC 2023
... fostered within the team," the research house said. Morningstar also heaped praise on Dimensional Australian Value Equity Trust, increasing conviction in the strategy, stemming from greater confidence in the relative efficacy of the multifactor process. ...

Future Group acquires Verve Super

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2023
Just a month on from taking on GuildSuper, Future Group has now acquired 100% of women-focused fund Verve Super. Verve Super is now a wholly owned subsidiary of Future Super, under a deal finalised this month. Having long struggled to offer a competitive ...

Income fund shuttered by Equity Trustees

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2023
Equity Trustees has moved to terminate a fund offered by Kaplan Funds Management, saying its purpose can no longer be accomplished. Investors were made aware earlier this month that the KFM Income Fund is set to be closed, with Equity Trustees citing ...

Lombard Odier breaks into Australia, issues private credit mandate

ANDREW MCKEAN  |  THURSDAY, 16 NOV 2023
Lombard Odier Investment Managers (LOIM), the asset management division of the Swiss private bank, has awarded a mandate to Equity Trustees for its first offering in Australia. The LOIM Sustainable Private Credit (Australia) Unit Trust seeks to deliver ...

Institutional investor tips $30m into new Mantis offer

CHLOE WALKER  |  THURSDAY, 16 NOV 2023
The Magnetar Relative Value Unit Trust, seeded by an unknown local institutional investor, is a feeder into a Cayman master fund managed by Magnetar Capital (Magnetar) and distributed by Mantis Funds (Mantis). Magnetar is a US-based multi-strategy alternative ...

Currency hedging solution launched for managed accounts

JAMIE WILLIAMSON  |  WEDNESDAY, 15 NOV 2023
Rochford Group launched a hedging solution for managed accounts that hold USD assets, to meet the growing need to simplify the management of AUD/USD currency exposures. Rochford Group has appointed Equity Trustees as responsible entity of its new fund ...

XTBs to be delisted following collapse

CASSANDRA BALDINI  |  TUESDAY, 7 NOV 2023
Equity Trustees has given notice that it intends to wind up the trust that underlies the collapsed Australian Corporate Bond Company (ACBC), requesting Cboe Australia allow it to delist its exchange-traded bond (XTB) products. Cboe has agreed in principle ...

Hejaz rolls out Australia's first Sukuk ETF

ANDREW MCKEAN  |  THURSDAY, 2 NOV 2023
Islamic Finance provider Hejaz has launched Australia's first Sukuk active exchange-traded fund (ETF), offering retail investors a Shariah-compliant fixed income solution. The Hejaz Sukuk Active ETF (Managed Fund) opened on the ASX today, comprising ...

Future Super acquires GuildSuper

JAMIE WILLIAMSON  |  WEDNESDAY, 1 NOV 2023
Future Super Group is ramping up its growth strategy, entering the default super space with the acquisition of GuildSuper. The deal with GuildSuper will see Future Group add about $2.77 billion in funds under management and 99,000 members. This includes ...