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Showing 61 - 70 of 735 results for "responsible entity"

Revolution private credit trust to launch on ASX

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
... 4% p.a. net of fees. It charges a 0.95% management fee and no performance fees. Equity Trustees acts as the responsible entity. "The trust represents the natural evolution of our strategy and a significant milestone in our growth as a specialist private ...

Equity Trustees sued over Shield Master Fund failures

ELIZA BAVIN  |  TUESDAY, 26 AUG 2025
... surrounding Shield are ongoing. In addition to trustees, ASIC is investigating Keystone Asset Management - the responsible entity for Shield - its directors and officers, certain financial advisers who recommended investors invest in Shield, the lead ...

Liquidity issues hurting Healthbridge Capital investors

KARREN VERGARA  |  FRIDAY, 22 AUG 2025
... the potential collapse of another managed investment scheme. A significant event notice sent to investors by responsible entity Cache Group shows that it became aware of "potential financial irregularities" in the portfolio in February. The notice, dated ...

Equity Trustees FUM tops $254bn

ELIZA BAVIN  |  THURSDAY, 21 AUG 2025
... pointed to the strong performance of the corporate and superannuation trustee services business, which saw 53 new responsible entity and 20 custody appointments over the period, bringing the portfolio to over 400. "We are seeing robust demand for the ...

Elanor rebuffs Lederer's governance concerns

KARREN VERGARA  |  WEDNESDAY, 13 AUG 2025
... announced initiatives to enhance its corporate governance model by establishing a separate independent trustee and responsible entity board for Elanor's managed funds," Elanor said. "This is further to the strengthened governance measures that the Elanor ...

Decade-long ban for UGC director upheld

MATTHEW WAI  |  WEDNESDAY, 13 AUG 2025
... appeal. Hewish was banned from providing financial services for 10 years in June 2024. He was the sole director, responsible entity and key person of UGC. Last year, UGC's authorised representative Global Capital Property Fund (GCPF) was found to have ...

Lederer Group bids for Elanor Commercial Property Fund

KARREN VERGARA  |  TUESDAY, 5 AUG 2025
... Commercial Property Fund (ECF), which has a portfolio valued at more than $500 million. Elanor Funds Management, the responsible entity (RE) of ECF, said it is considering Lederer Group's unsolicited off-market takeover offer of 70 cent per security ...

Brandes launches first fund, taps Equity Trustees

KARREN VERGARA  |  FRIDAY, 1 AUG 2025
Brandes Investment Partners has chosen Equity Trustees (EQT) to be the responsible entity (RE) partner for its inaugural global equities strategy in Australia. Brandes' Global Value Equity Fund is modelled on the Global Equity strategy, which has a ...

Sequoia resumes trading after ASX query

ELIZA BAVIN  |  WEDNESDAY, 30 JUL 2025
... into the Shield Master Fund by advisers linked to Sequoia through its subsidiary, InterPrac. It alleges the responsible entity for Shield gave $15 million to New Quantum, as a loan, three months after New Quantum agreed to buy 80% of Morrison Securities. ...

Blue Owl launches fund to sophisticated investors

KARREN VERGARA  |  TUESDAY, 8 JUL 2025
... companies. Koda Capital has seeded the fund for an undisclosed amount. Channel Investment Management is the responsible entity for the fund. The underlying fund focuses on tailored debt investments, according to the PDS, including first-lien debt, second-lien ...