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Showing 51 - 60 of 106 results for "Income Trust"

Aurora pushes for Hastings takeover

ALEX BURKE  |  MONDAY, 17 JUL 2017
... unitholders that the offer price was such that the net asset value of their units would equal the NAV of the Aurora Global Income Trust (AIB) units they would be acquiring in exchange. Aurora, which acts as the responsible entity for both AIB and HHY ...

New cash fund targets retirees

KARREN VERGARA  |  TUESDAY, 27 JUN 2017
... PDS shows. About 70% of the portfolio invests in bank term deposits, with 30% allocated into the Trilogy Monthly Income Trust, a pooled mortgage portfolio. The cash trust aims to generate the cash rate return of 1.5% per annum, but with exposure to Trilogy ...

Daintree launches fixed income trust

KARREN VERGARA  |  FRIDAY, 9 JUN 2017
Boutique investment manager Daintree Capital launched its inaugural fixed income trust. The Daintree Core Income Trust is a diversified, absolute return portfolio aiming to provide a monthly income stream and capital stability, director and portfolio ...

Martin Currie SMA debuts on HUB24

KARREN VERGARA  |  MONDAY, 1 MAY 2017
... said. The Equity Income Strategy is modelled on the same investment processes as the Legg Mason Martin Currie Equity Income Trust launched in 2010. Equity Income Trust delivered a return of 11.6% per annum net of fees in the last three years against ...

Fund manager appoints new COO

ALEX BURKE  |  THURSDAY, 27 APR 2017
... currently acts as either investment manager or responsible entity (or both) for the ASX-listed HHY Fund, Aurora Global Income Trust, Aurora Property Buy-Write Income Trust, Aurora Absolute Return Fund and Aurora Dividend Income Trust. As above, Aurora ...

Legg Mason bond funds receive Zenith tick

ALEX BURKE  |  TUESDAY, 14 MAR 2017
... Macro Opportunities Fund were both given a 'Recommended' rating, while the Legg Mason Brandywine Opportunistic Fixed Income Trust came 'Highly Recommended.' Legg Mason managing director for Australia and New Zealand Andy Sowerby described the ratings ...

SQM upgrades Trilogy Monthly Income Trust

EMMA RAPAPORT  |  TUESDAY, 7 FEB 2017
Trilogy Funds' flagship mortgage trust Trilogy Monthly Income Trust will receive a 4 Star - Superior rating from SQM research, an increase of a quarter of a star from last year. The superior rating, which classifies the trust as 'suitable for inclusion ...

Legg Mason subsidiary becomes PRI signatory

ALEX BURKE  |  FRIDAY, 20 JAN 2017
... investments for clients across Australia and New Zealand adding: "the Legg Mason Brandywine Global Opportunistic Fixed Income Trust is a leader in its category and has over $500 million in assets under management locally." "We are delighted to see the ...

Lonsec highly recommends Martin Currie ethical fund

ALEX BURKE  |  FRIDAY, 20 JAN 2017
... track record" since its inception last year, it holds "similar portfolio characteristics as the Manager's Equity Income Trust, which has outperformed its peer group and benchmark over all periods to July 2016." Legg Mason Martin Currie chief investment ...

Legg Mason, AB funds highly recommended

MARK SMITH  |  WEDNESDAY, 12 OCT 2016
The Legg Mason Martin Currie Equity Income Trust and the AB Managed Volatility Equities Fund have received highly recommended ratings from Lonsec in the research house's latest review. Launched in 2011, the Legg Mason Martin Currie Equity Income Trust ...