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Showing 311 - 320 of 762 results for "responsible entity"

Prodigy boutique to continue

KANIKA SOOD  |  FRIDAY, 8 MAY 2020
... Prodigy's three boutique partners (Dalton Street Capital and Equus Point Capital) wound up their funds while the responsible entity Equity Trustees was considering alternative arrangements for small caps manager Flinders. Soon after the March 18 ...

Netwealth, Ironbark partner

ELIZA BAVIN  |  THURSDAY, 7 MAY 2020
... provide private label managed account managers with the option to build their portfolios with Ironbark as the Responsible Entity (RE). "At Netwealth, we seek to support a variety of business models and the new RE option provides managed account model ...

Ironbark fund rating under review

KANIKA SOOD  |  TUESDAY, 21 APR 2020
... of 4%-6% and an equity beta below 0.25. Lighthouse Partners selects the managers while Ironbark acts as the responsible entity. The fund has been around since 2001 and has delivered strong long-term performance. The 10-year performance to December end ...

AMP Capital shutters global equities fund for platform investors

KANIKA SOOD  |  TUESDAY, 21 APR 2020
... - growth fund for platform investors (Class M) was closed last Friday. The decision was taken by the fund's responsible entity, National Mutual Funds Management Limited. "A reduction in the fund's size over time combined with certain fixed costs associated ...

Boutique buys out Bennelong

ELIZA BAVIN  |  THURSDAY, 16 APR 2020
... outcomes for our clients." Wheelhouse has agreed terms with new distribution partners and has appointed a new responsible entity for its offerings, which will be announced later this month. The team also plans to launch an Australian equities focused ...

OneVue marks territory on Sargon sale proceeds

KANIKA SOOD  |  MONDAY, 6 APR 2020
... currently running the sales process for the assets of eight Sargon subsidiaries which house its trustee and responsible entity businesses, which was previously announced to be set for a completion by or around March 31. OneVue has previously said it ...

Cash management account to shutter

KANIKA SOOD  |  FRIDAY, 27 MAR 2020
... about $170 million at June 2018 end. It charged 60bps in annual management fees, which was paid to CFS as the responsible entity. A report from Macquarie (which also offers a cash management product) published earlier this month said that 93% of advisers ...

Sargon trustee businesses sale expected soon

KANIKA SOOD  |  THURSDAY, 26 MAR 2020
... across the Sargon Group, which own the superannuation trustee business, the corporate trustee business, the responsible entity business and the New Zealand operations. The name of the buyer or the agreed price was not revealed. At the time of acquisitions ...

Ellerston, Morphic look to oust Perpetual

KANIKA SOOD  |  WEDNESDAY, 18 MAR 2020
Ellerston Capital wants to take over as the responsible entity of a $75 million fund managed by Morphic Asset Management, saying it can offer investors a better deal on the fees. The Morphic Global Opportunities Fund invests in global equities and is ...

Prodigy folds, two boutiques to shut

KANIKA SOOD  |  WEDNESDAY, 18 MAR 2020
... their funds and return capital to investors. Both of their funds are currently under their benchmarks. The responsible entity, Equity Trustees, is considering alternative arrangements for Flinders. Prodigy's two offices will close as well. Prodigy's ...