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Showing 81 - 90 of 762 results for "responsible entity"

Avantis Investors launches active ETFs in Australia

MATTHEW WAI  |  WEDNESDAY, 1 OCT 2025
... scope of our offering to professional investors across Australia." Equity Trustees has been appointed as the responsible entity of the funds. "We are proud to expand our long-standing partnership with American Century through the launch of these three ...

GIM director slapped with travel restraints

KARREN VERGARA  |  WEDNESDAY, 24 SEP 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 National ...

Former Income Asset Management staffer embezzles $1.5m

KARREN VERGARA  |  TUESDAY, 23 SEP 2025
... its clients' assets across. IAM owns Trustees Australia Limited (TAL), a trustee business that provides responsible entity, custody and trustee services internally. It has more than $2.6 billion in funds under administration. Recently, the group ...

Vale Rupert Smoker

MATTHEW WAI  |  TUESDAY, 23 SEP 2025
... industry, particularly through his time at Perpetual, where he had overseen the business development as head of responsible entity services. Before that, Smoker held senior positions at ASIC and The Trust Company before it was integrated into Perpetual. ...

K2 Asset Management seeks M&A partners

KARREN VERGARA  |  FRIDAY, 29 AUG 2025
... billion, K2 Asset Management (KAM) flagged it is "now actively exploring mergers and acquisitions". KAM's responsible entity (RE), trustee and administration business drove FUM growth in the 12 months to June, reaching $4.7 billion. Its ETFs and ...

Australian Unity reveals profit turnaround

ELIZA BAVIN  |  FRIDAY, 29 AUG 2025
... be complete in November 2025. It also announced the sale of Australian Unity Investments Limited (AUIL), the responsible entity of the Australian Unity Property Income Fund (PIF), to Newmark Capital. Despite the positive results, Australian Unity said ...

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 ...