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Showing 51 - 60 of 634 results for "responsible entity"

Munro Partners launches new fund

CHLOE WALKER | WEDNESDAY, 1 NOV 2023

... processes and utilize the same network that has been the hallmark of success for our existing funds." GSFM is the responsible entity and distributor of the Munro Global Growth Small and Mid-Cap Fund, as well as the Munro Concentrated Global Growth Fund ...

WAM launches unit trust, names RE

CHLOE WALKER | TUESDAY, 24 OCT 2023

Wilson Asset Management (WAM) selected Equity Trustees (EQT) to be responsible entity for the Wilson Asset Management Leaders Fund. The fund is an actively managed investment portfolio, comprised of 45-80 large-cap companies listed predominately on ...

Three actively managed funds shutter

KARREN VERGARA | FRIDAY, 20 OCT 2023

... S&P/ASX 300 Accumulation Index. Total returns since inception stood at 7.9% as at September. The fund's responsible entity Australian Unity said it has suspended new investor applications and additional contributions including reinvestments or regular ...

Impax launches global fund down under

CHLOE WALKER | THURSDAY, 5 OCT 2023

... management across global listed equities, fixed income, and private markets. In Australia, Fidante Partners is the responsible entity of the Impax Global Opportunities Fund, and has been the distribution partner for Impax in Australia since 2021.

Legacy issues, business overhaul plague E&P results

KARREN VERGARA | FRIDAY, 25 AUG 2023

... Energy Solar, the US Masters Residential Property Fund and the Fort Street Real Estate Capital Fund; and the responsible entity transition to K2 Asset Management. The E&P Wealth unit on the other hand recorded an 11% increase in funds under advice to ...

Equity Trustees combines super, trustee arms

JAMIE WILLIAMSON | FRIDAY, 11 AUG 2023

... which have been with EQT. "Russell has played a critical role in leading us to be the number one provider of responsible entity services in Australia, and we are delighted that we will continue to benefit from his expertise as he transitions to retirement," ...

Treasury kicks off managed investment scheme reforms

KARREN VERGARA | TUESDAY, 8 AUG 2023

... currently required. The obligations of responsible entities are up for review, as is ASIC's ability to direct a responsible entity to amend a scheme's constitution to meet the minimum content requirements, similar to the Corporate Collective Investment ...

Goldman Sachs launches global infra feeder fund for Aussie investors

CASSANDRA BALDINI | MONDAY, 31 JUL 2023

... capital call or fully funded AUD feeder structure and is administered by Apex Group, with Equity Trustees as the responsible entity. To support the launch, GSAM chair and co-chief investment officer infrastructure Philippe Camu visited Australia to meet ...

New boutique hires EQT as RE

KARREN VERGARA | MONDAY, 31 JUL 2023

Equity Trustees has won another responsible entity mandate this month from a fledgling investment manager whose funds currently focus on Australian equities. Blackwattle Investment Partners, which opened its doors in May, named Equity Trustees to oversee ...

Monochrome files for first Bitcoin ETF in Australia

ANDREW MCKEAN | TUESDAY, 18 JUL 2023

Monochrome Asset Management, via its responsible entity Vasco Trustees, has lodged an updated application for its Bitcoin ETF with the ASX. The Monochrome Bitcoin ETF (IBTC) will be an exchange-traded fund that will offer retail investors direct and ...

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Entireti appoints chief investment officer

JAMIE WILLIAMSON

The nation's largest financial advice group will soon welcome its first chief investment officer.

Bain Capital improves Insignia Financial bid

JAMIE WILLIAMSON

Insignia Financial has opened its books to Bain Capital after it matched CC Capital Partners' revised takeover offer.

Australian Ethical 'cautious' on valuations

ELIZA BAVIN

Australian Ethical says tech and AI will be important themes driving markets in 2025 but it is watching out for "curveballs".

Chief executive misbehaviour stifles investment returns

ANDREW MCKEAN

Secret affairs, sexual harassment, and systemic abuses of power by chief executives and senior leaders have the potential to erode investment returns, according to Acadian Asset Management.

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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