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Search ResultsShowing 1 - 10 of 100+ results for "Equity Trustees"
Equity Trustees reports on 2020 giving
KANIKA SOOD  |  FRIDAY, 18 DEC 2020
Equity Trustees' annual giving report says donors made 3241 grants in the year, with natural disaster being key areas of focus. In all, Equity Trustees made 3241 grants in 2020 (up from 3031 grants last year). There was an uptick in grants over $100,000 ...
New heatmap shames trustees
KARREN VERGARA  |  FRIDAY, 18 DEC 2020
The same underperforming and costly MySuper products APRA named and shamed last year have failed members again in the latest iteration of the heatmaps. APRA is taking action on 10 MySuper products overseen by eight trustees. It will issue notices for ...
EQT wins custody mandate
KARREN VERGARA  |  WEDNESDAY, 2 DEC 2020
Equity Trustees has scored a custody mandate from an $850 million REIT. HomeCo, an ASX-listed property ownership, development and manager (HMC), appointed EQT to oversee its HomeCo Daily Needs REIT (HDN). HDN's portfolio includes retail property ...
EQT wins endowment mandate
ANNABELLE DICKSON  |  WEDNESDAY, 25 NOV 2020
Equity Trustees has won a mandate to manage half the investment portfolio of an endowment fund that supports vulnerable children and families in Australia. The $18 million OzChild endowment fund is committed to improving the lives of at-risk children ...
Boutique to use Equity Trustees
KANIKA SOOD  |  MONDAY, 23 NOV 2020
Spire Capital will use Equity Trustees as the responsible entity for its master fund, moving away from doing it internally following investor demand. The change will come into effect on 18 February 2021. "This change is proposed as a result of key investor ...
Clime to wind up Australian value fund
KANIKA SOOD  |  TUESDAY, 17 NOV 2020
... portfolio manager for ASX 100 stocks Vincent Cook. Returns were 5.7% since inception p.a. for the retail version. "Equity Trustees Limited (the responsible entity), on advice from Clime Asset Management Pty Limited (the investment manager), acknowledges ...
Loftus Peak lists active ETF
KANIKA SOOD  |  MONDAY, 9 NOV 2020
... quoted managed fund with the ticker code of LPGD. Loftus Peak also delisted the fund from the mFund marketplace. Equity Trustees said the quoted fund is a first for it. Mainstream will handle the registry Baker McKenzie provided legal advice. "Loftus ...
EQT names chair, compliance member
ANNABELLE DICKSON  |  FRIDAY, 30 OCT 2020
... Australia's largest funds has made changes to its compliance committee and appointed a new chair to its board. Equity Trustees has announced Glenn Sedgwick has joined the responsible entity compliance committee (RECC) following the retirement of Alice ...
Equity Trustees rejigs two leadership roles
KANIKA SOOD  |  WEDNESDAY, 26 AUG 2020
Harvey Kalman is moving into a new role at Equity Trustees after starting its corporate trustee services business over 20 years ago. Kalman will now be the global head of business development, fund services and managing director for UK and Europe. Russell ...
Pengana sales manager lands distribution gig
ALLY SELBY  |  THURSDAY, 20 AUG 2020
... manager for its private banking and wealth division in May last year. Prior to joining Pengana, Keen worked with Equity Trustees as a key account manager, servicing the firm's NSW and ACT dealer groups. He also spent four years with Australian Unity ...
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