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Showing 11 - 20 of 735 results for "responsible entity"

WAM offers global real assets exposure via new offering

MATTHEW WAI  |  FRIDAY, 15 MAY 2026
... alongside investment analysts Jacob Grover and Jasper Yeghiaian-Alvandi. Equity Trustees has been appointed the Responsible Entity for the fund.

Magellan confirms job losses

ELIZA BAVIN  |  THURSDAY, 7 MAY 2026
... have approximately $5.3 billion in assets under management (AUM), as at April 30. Magellan will remain the responsible entity for the funds and retain responsibility for distribution. Additionally, Magellan said it intends to close the Magellan Global ...

Evolution Trustees names chief executive

MATTHEW WAI  |  THURSDAY, 30 APR 2026
... real assets and ASX-listed schemes. "More broadly, we are seeing continued demand for high-quality trustee and responsible entity services, particularly from clients who value strong governance and operational capability," he said. Moving forward, Norman ...

K2 AM to close small cap ETF

KARREN VERGARA  |  MONDAY, 20 APR 2026
... basis, the board has formed the view that it is in the best interests of the unitholders is to close the fund," responsible entity (RE) KAM said. KSM invests in 60 to 80 small caps in Australia and New Zealand, aiming to achieve risk adjusted returns ...

FSC ups expectations on platform trustees' governance

JAMIE WILLIAMSON  |  THURSDAY, 16 APR 2026
... Trustees should also consider the option's distribution profile and growth dynamics, how the issuer or responsible entity manages conflicts of interest, and consider any external research or ratings of the product. The FSC also wants to see the ongoing ...

Unit pricing errors hit two Mercer funds

KARREN VERGARA  |  TUESDAY, 14 APR 2026
... December 2025 to 5 February 2026 and 10 February 2026 to 5 March 2026. Mercer Investments Australia, as the responsible entity, said in a notice "unit prices for these periods will not be reissued because we have compensated the fund as well as the investors ...

ASIC hands down 10-year adviser ban

ELIZA BAVIN  |  THURSDAY, 9 APR 2026
... distributions and later froze investor redemptions. In September 2024 the Queensland Supreme Court ordered ISG, as the responsible entity for the ISG Private Access Fund and the ISG Real Estate Equity Fund, to wind up the managed investment schemes. ...

AGP, Muzinich & Co. debut private credit ETF

KARREN VERGARA  |  WEDNESDAY, 1 APR 2026
... operating in the middle-market private debt sector. AGP acts as investment manager while Muzinich & Co. is the Responsible Entity. BDCI feeds off the Muzinich Public BDC Income Strategy, which has been running since 2014, investing in US-listed BDC that ...

Fidante shutters Ox Capital

KARREN VERGARA  |  WEDNESDAY, 1 APR 2026
... will be returning the proceeds of the Ox Capital funds to investors." Fidante, which is also Ox Capital's Responsible Entity, subsequently said it considered various options but ultimately determined that it is in the best interests of unitholders ...

Fiducian to pay $7.3m greenwashing fine

KARREN VERGARA  |  TUESDAY, 31 MAR 2026
... characteristics of financial services" thus contravening the ASIC Act, Fiducian said in a statement. FIMS, as the responsible entity (RE) of the DSAF, also contravened section 601FC(1)(b) of the Corporations Act by failing to discharge its duties to ...