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Showing 1 - 10 of 13 results for "Fundhost"

Severe underperformance sees Polen Capital funds wound up

JAMIE WILLIAMSON | TUESDAY, 24 MAR 2026

... while its benchmark, the MSCI ACWI SMID (AUD), achieved 39.51%. Following consultation with Montgomery, the board of Fundhost determined it was in investors' best interests to terminate and wind up both funds. "The decision follows Polen Capital's ...

ASIC fines Fundhost for misleading fund performance

ELIZA BAVIN | WEDNESDAY, 18 FEB 2026

Fundhost has paid $19,800 to comply with an infringement notice issued by ASIC for making false or misleading representations about the performance of the Polen Capital Global Growth Fund. Fundhost is the responsible entity of the Polen Capital Global ...

Datt Capital opens small cap fund to retail investors

ELIZA BAVIN | MONDAY, 8 DEC 2025

... investors. With the introduction of Class B, financial advisers can now access the strategy for their clients via platforms. Fundhost remains the responsible entity and issuer of the updated product disclosure statement. "The launch of this retail fund ...

SS&C lands mandate from local boutique fund services provider

ANDREW MCKEAN | WEDNESDAY, 4 JUN 2025

... mandate by a boutique fund services provider to investment managers in Australia to support its fund services operations. Fundhost, which has $2 billion in assets under management, provides responsible entity, trustee, fund administration, registry ...

Spaceship chair banned for two years

JAMIE WILLIAMSON | TUESDAY, 7 JUN 2022

... oversight for someone in his position," the regulator said. Throughout his career, Dortkamp has held roles with Morningstar, Fundhost, Implemented Portfolios, Ellerston Capital and Colonial First State. He is also the founder of Rivergum Investors. Dortkamp's ...

Apostle Funds Management appoints chief operating officer

CHLOE WALKER | MONDAY, 6 JUN 2022

... back-office functions with Link Fund Solutions, then White Outsourcing. Most recently he was chief operating officer at Fundhost. "We are focused on the future of investing and believe you can create positive real-world outcomes without sacrificing financial ...

Sydney boutique swaps RE

KANIKA SOOD | TUESDAY, 29 JUN 2021

Harvest Lane Asset Management has swapped out Fundhost for Equity Trustees as its responsible entity after a unitholder vote. The changes apply to two funds: the $9.5 million Harvest Lane Asset Management Absolute Return Fund and the $8.2 million Harvest ...

Boutique buys back Montgomery stake

KANIKA SOOD | WEDNESDAY, 10 MAR 2021

... Phillips said the firm is open to both overseas and local managers looking for distribution and back-office support (it uses Fundhost). It is also open to equity and non-equity partnerships. "We've got a hybrid type of model. We have got our own ...

Boutique shuts Aussie equities fund

KANIKA SOOD | TUESDAY, 21 JAN 2020

... in the value of the assets of the fund or departure from the investment strategy of the fund," its responsible entity Fundhost said to the investors in a letter sent on December 23. "The delay is to allow time for this analysis and determination of appropriate ...

Mercer names senior investment consultant

KARREN VERGARA | THURSDAY, 13 DEC 2018

... Association, a role she held from September 2017 until July 2018. Her previous experience includes several consulting roles at Fundhost, BT Financial Group, and Deutsche Asset Management. Mercer institutional wealth partner Richard Boyfield said Jacques' ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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