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Showing 961 - 970 of 10364 results for "Trust"

New sustainable real assets boutique eyes housing, aged care

JAMIE WILLIAMSON  |  WEDNESDAY, 23 APR 2025
... funds under management. So far, the firm has some $300 million invested via the Australian Disability Accommodation Projects Trust 2 (ADAPT 2), an institutional, evergreen fund focused solely on specialist disability accommodation. Socia Investors said ...

Insignia Financial trims $5bn off FUM

JAMIE WILLIAMSON  |  WEDNESDAY, 23 APR 2025
... $393 million. The MLC Expand Advised products saw close to $500 million in net inflows in the quarter. The super, or Master Trust, division was also down 1.9% - again, on the back of market volatility and pension payments of more than $300 million. It ...

Pinnacle affiliate launches offshore version of smaller companies fund

ANDREW MCKEAN  |  WEDNESDAY, 23 APR 2025
... invested assets, aims to outperform the MSCI World Small Cap Net Index. Since its inception in June 2022, the Australian unit trust version of the fund has returned 18.7% per annum after fees (in AUD), outperforming the benchmark by 6.9% annually to ...

Corporate fund selects Mercer Super for SFT

JAMIE WILLIAMSON  |  TUESDAY, 22 APR 2025
... established in 1948, will undertake a successor fund transfer (SFT) and become a specialised sub-fund within the Mercer Super Trust. In forming the decision, BEST Superannuation cited the changing regulatory landscape and associated increase in costs. ...

MSCI, Moody's launch private credit risk tool

KARREN VERGARA  |  TUESDAY, 22 APR 2025
MSCI and Moody's Corporation have partnered to launch an offering that assesses risks for private credit investments. The solution integrates MSCI private capital data with Moody's EDF-X credit risk modelling tool. MSCI said the new solution ...

Analyst promotions: TCorp, Future Fund, CareSuper, Fidante, First Sentier

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... manager that houses specialist investment teams. McCarthy will work closely with Damian Cottier who manages the Better Future Trust. The ASX-listed fund invests in companies that address sustainability challenges and avoid the headwinds of the energy ...

Morrison names new partner

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... Morrison's portfolio companies. She also helped transition the management of the open-ended core infrastructure fund, Utilities Trust of Australia, to Morrison. Drew has been a director on the boards of several portfolio companies in the UK, Australia ...

Mercer promotes wealth management lead

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
Mercer Pacific has promoted Luke Fitzgerald, its head of wealth management, to partner. In the announcement, Mercer emphasised Fitzgerald's significant role over the past 15 years in expanding the firm's wealth management client base and supporting ...

Shield Master Fund terminated, new receivers for Keystone Asset Management

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
The Shield Master Fund (SMF) has been terminated while its responsible entity Keystone Asset Management (KAM) has been appointed a new receiver and administrator. The troubled SMF was terminated on April 10 after the new receiver, Alvarez & Marsal ...

Nearly $9bn leaves Perpetual

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
... total AUM dropped by 4% from the $230.2 billion reported at the end of 2024. On a brighter note, Perpetual's corporate trust business' total funds under administration (FUA) grew to $1.26 trillion, up 1.1% on the December quarter. The wealth ...