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Showing 1 - 10 of 13 results for "Perpetual Trust Services"

J.P. Morgan launches active Aussie equity ETF

MATTHEW WAI  |  FRIDAY, 14 AUG 2026
... aims to outperform the S&P/ASX 300 Accumulation Index Gross in AUD. It is distributed every quarter. Perpetual Trust Services is serving as the responsible entity for the ETF and is managed by portfolio managers Joe Staines, Victor Li, and Aijaz Hussain ...

DomaCom Fund names new RE

KARREN VERGARA  |  THURSDAY, 19 JUN 2025
... following shareholder approval. MSC was appointed responsible entity of the fund in October 2017, replacing Perpetual Trust Services. The DomaCom Fund has $200 million in assets and offers fractional investment in real estate across the NDIS, residential ...

Perpetual promotes two to strengthen fixed income team

MATTHEW WAI  |  TUESDAY, 3 JUN 2025
... Diversified Income Fund, Perpetual Credit Income Fund and Perpetual ESG Credit Income Fund. Simultaneously, Perpetual Trust Services, the responsible entity (RE) for PCI, has named Greg Stock as deputy portfolio manager. He will also serve in the role ...

ASIC concerns see 18 funds update advertising materials

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2022
... CTSP Funds Management and the TAMIM Fund Credit. Also among those to withdraw or revise materials is Perpetual Trust Services and the FirstMac High Livez; Truepillars RE and the Truepillars Investment Trust; VentureCrowd Nominees and the Venture Crowd ...

ASIC exposes RE structure conflicts of interest

KARREN VERGARA  |  TUESDAY, 1 FEB 2022
... Colonial First State Investments, Equity Trustees, Macquarie Investment Management, Mercer Investments, Perpetual Trust Services, Russell Investment Management, and Vanguard Investments. Eight out of 10 REs employed staff resources within the same corporate ...

Ellerston to shutter Morphic ESG fund

JAMIE WILLIAMSON  |  FRIDAY, 15 OCT 2021
... logging, and coal and uranium mining. Ellerston took over as RE of the fund in early 2020, replacing Perpetual Trust Services. At the time the fund had about $75 million in FUM and was managed by Morphic co-founders Jack Lowenstein and Chad Slater. As ...

New fund launches on ASX

ELIZA BAVIN  |  WEDNESDAY, 24 JUN 2020
... fees and costs, paid semi-annually. It said where there is insufficient income the Responsible Entity, Perpetual Trust Services, intends to distribute capital out of the fund with the objection of trying to meet its target. Montaka said the fund aims ...

Ellerston, Morphic look to oust Perpetual

KANIKA SOOD  |  WEDNESDAY, 18 MAR 2020
... Hunter Hall investors Jack Lowenstein and Chad Slater. The fund has been running since July 2012 with Perpetual Trust Services as its responsible entity. Last week, Morphic told investors of its intention to retire Perpetual as the RE and appoint Ellerston ...

Perpetual raising $440m for credit trust

KANIKA SOOD  |  MONDAY, 25 MAR 2019
... because some of them are typically issued into wholesale or institutional markets," Mr Korber added. Perpetual Trust Services Limited is the responsible entity for the fund and Perpetual Investments will be the manager. Last month, Perpetual released ...

J.P. Morgan winds up global equities fund

ALEX BURKE  |  TUESDAY, 9 JAN 2018
... are Michael Schoenhaut, Talib Sheikh and Eric Bernbaum. J.P. Morgan said it contacted the fund's RE, Perpetual Trust Services, in light of the former regularly reviewing its products "to ensure they are meeting the demands of the marketplace and have ...
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