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Showing 541 - 550 of 4202 results for "Wholesale"

Blue Orbit signs distribution deal

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2022
... Damian Craven bring a wealth of experience in establishing trusted, long-term relationships with financial advisers, wholesale investors and research houses," Blue Orbit said. "This is a significant appointment for Blue Orbit as we look to expand and ...

Apostle launches high yield credit fund

ANDREW MCKEAN  |  MONDAY, 12 SEP 2022
Apostle Funds Management has introduced an ethically screened high yield credit fund. The fund is accessible to wholesale investors and adds to Apostle's stable of ethical and impact strategies. In April, the fund manager launched the Apostle People ...

CSLR legislation tabled, advice sector responds

ANDREW MCKEAN  |  FRIDAY, 9 SEP 2022
... most investors in the Mayfair 101 Group products. These products were often promoted directly to investors (using the wholesale\sophisticated investor exemption)." "We're unsure at this stage what the findings will be in the case of the Dixon group. ...

Aura Group launches term deposit fund

CHLOE WALKER  |  FRIDAY, 9 SEP 2022
... term deposits of Australian authorised deposit-taking Institutions and cash management account and is now available to wholesale investors. The new fund aims to provide exposure to an actively managed portfolio of Australian term deposits, cash, and ...

Montgomery, Aura Group launch new income fund

CHLOE WALKER  |  THURSDAY, 8 SEP 2022
... through loan originators, the focus on income has produced an enviable track record for the Aura High Yield SME Fund for wholesale clients. Now, we can offer the Aura Core Income Fund to our retail clients." He added: "The low yields that we have experienced ...

ASIC concerns see 18 funds update advertising materials

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2022
... Chester said. She added that the regulator's primary concern is that retail investors and potentially unsophisticated wholesale investors are making important investment decisions based on marketing materials that don't accurately represent fund performance. ...

ASIC highlights strategic priorities

CASSANDRA BALDINI  |  TUESDAY, 23 AUG 2022
... will conduct surveillance of the marketing of managed funds that are likely to appeal to retail and unsophisticated wholesale investors, such as some retirees, focusing on statements about fund performance and risks. Other core strategic projects will ...

Charter Hall grabs Melbourne icon for $65m

CHLOE WALKER  |  WEDNESDAY, 17 AUG 2022
... process undertaken by Colliers on behalf of the vendor. The leasehold of Collins Place is currently owned by the AMP Wholesale Office Fund (AWOF) and is the fund's largest single asset. Charter Hall managing director and group chief executive David Harrison ...

Rainmaker unveils managed fund flow winners

ANDREW MCKEAN  |  WEDNESDAY, 17 AUG 2022
Rainmaker Information has published the Wholesale Managed Funds Net Flow report, measuring the growth or decline of wholesale managed funds. Providing market intelligence on the use of wholesale managed funds, both open unlisted unit trusts and ETFs ...

Fiducian sees record inflows, eyes expansion

JAMIE WILLIAMSON  |  TUESDAY, 16 AUG 2022
... On the funds management side, Fiducian said it sees opportunities for growth in the distribution of its products to wholesale non-advised clients and expansion of its fund distribution in New Zealand. It also flagged the funds passport regime as an opportunity ...