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Showing 11 - 20 of 155 results for "Wholesale funds"

Platinum merger no cure for active managers' challenges

ANDREW MCKEAN  |  MONDAY, 5 MAY 2025
... absolute-return focus like a hedge fund," he said. Data from Morningstar Direct shows that roughly 40% of L1's retail and wholesale funds under management (FUM) have grown between 20% and 70% annually over the past three years - an outcome unlikely for ...

Russell Investments, Reach Alts team up to expand private market access

ANDREW MCKEAN  |  WEDNESDAY, 2 APR 2025
... draw on Russell's institutional investment management expertise and research capabilities to enhance its suite of wholesale funds, which provide access to global private markets. The partnership has also led to the launch of the Reach Global Private ...

SQM places private credit sector on watch

MATTHEW WAI  |  FRIDAY, 21 MAR 2025
... existing loans. It added that while these issues are not endemic of the sector, they are more likely to occur within wholesale funds and new products. In the last 12 months, the research house has screened out 20 funds, most of which were wholesale offerings. ...

AdviceIQ general manager Paul Harding-Davis to retire

ANDREW MCKEAN  |  TUESDAY, 28 JAN 2025
... Zurich Group in roles spanning general management, dealer group, distribution development, strategy, marketing, and wholesale funds management. He is also a co-founder of the Pro Bono Financial Advice Network - the last remaining director from the beginning. ...

The most popular fund types launched in Australia

ANDREW MCKEAN  |  WEDNESDAY, 17 JUL 2024
... Johnny Francis noted an increase in private credit and debt funds, with many of these feeding into unregistered wholesale funds. "Investors have recognised that non-bank lenders and their private credit funds can provide a source of income. The major ...

DigitalX to launch Bitcoin ETF on ASX

ANDREW MCKEAN  |  TUESDAY, 9 JUL 2024
... contributing their "invaluable expertise and experience." DigitalX currently operates three professionally managed wholesale funds: the DigitalX Asset Reference Token Fund, the DigitalX Bitcoin Fund, and the DigitalX Fund. "The DigitalX funds aims to ...

'Licensee for hire' fined $1.25m by court

JAMIE WILLIAMSON  |  THURSDAY, 11 APR 2024
... held across venture capital funds, managed investment schemes, wholesale property funds, digital asset funds, and wholesale funds management services, among others. To be a CAR, Lanterne typically charged an upfront fee of $5000 plus between $2500 and ...

Evolution Trustees responds to likely wholesale definition change

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
... of regulatory change, Evolution Trustees has established a division to help investment houses transition their wholesale funds to retail. The move is in response to Treasury's review of managed investment schemes and consultation on the wholesale client ...

Negative wholesale funds market growth continues

ANDREW MCKEAN  |  WEDNESDAY, 8 FEB 2023
Australia's $1.6 trillion wholesale funds market has experienced negative growth, contracting 2.6% in annual terms. According to Rainmaker Information's latest Wholesale Advantage report, wholesale funds have had three consecutive quarters of negative ...

SCA buys Centuria shopping centre portfolio

CHLOE WALKER  |  MONDAY, 20 JUN 2022
... centres from Centuria Capital Group's subsidiary Prime West for $180 million. The portfolio, as part of two unlisted wholesale funds, comprises convenience-based shopping centres across the nation, including South Australia's Dernancourt Shopping Centre ...