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Showing 1 - 10 of 311 results for "Unit trust"

Royal London AM extends SS&C mandate for new Aussie funds

RIDDHIMA TALWANI  |  WEDNESDAY, 27 MAY 2026
... Australian market made SS&C a natural choice to service our new Australian funds. SS&C's expertise has streamlined the unit trust launch process for our team, allowing us to focus on building direct relationships with Australian investors and advisers." ...

Unit trusts FUM 'plateaued': Rainmaker

MATTHEW WAI  |  MONDAY, 25 MAY 2026
Rainmaker Information's latest data highlights that despite a 13% annual growth in funds under management (FUM) across all managed funds, unit trusts only made gains through positive market returns over the 12 months to March end. In the Managed Funds ...

Federated Hermes launches global equity fund

VINNY VUCAGO  |  WEDNESDAY, 20 MAY 2026
... Global Equity Fund, as the global asset manager deepens its push into the local wealth management market. The Australian unit trust, now registered for sale to wholesale investors and advised clients, aims to deliver long term returns through a diversified ...

Lazard AM launches emerging market fund to retail sector

KARREN VERGARA  |  MONDAY, 4 MAY 2026
... opened the Lazard Global Equity Advantage Fund, which is also managed by the equity advantage team, as an Australian unit trust last November. LAM manages about $379 billion of client assets globally. Parent company Lazard announced last week it entered ...

S64, Ardian partner to launch new fund

ELIZA BAVIN  |  MONDAY, 23 MAR 2026
S64 and Ardian have partnered to launch the S64 Ardian Access Infrastructure Fund, an evergreen Australian unit trust. The collaboration will give Australia's wealth management industry access to Ardian's infrastructure strategies through the S64 platform. ...

Colter Bay Capital opens doors, launches private credit fund

KARREN VERGARA  |  TUESDAY, 10 MAR 2026
... family office and fixed income fund manager to raise $100 million for the Colter Bay Private Credit Fund, an open-ended unit trust. The fund targets a return of BBSW + 600bps and requires a minimum $50,000 investment. In the investment team, former Schroders ...

Why a single insto client is a massive business risk

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
The closures of several active fund managers following the loss of a major mandate has underscored the importance of having a diversified client base, as one $2.2 billion manager warns this has become a substantial business risk. This year alone saw ...

Royal London AM launches four new funds locally

ELIZA BAVIN  |  TUESDAY, 2 DEC 2025
Royal London Asset Management has announced the launch of four new funds for Australian investors, with Equity Trustees as responsible entity. Royal London Asset Management manages $378 billion for clients in the UK and select international locations ...

Revolution AM appoints distribution lead to drive expansion

RIDDHIMA TALWANI  |  TUESDAY, 25 NOV 2025
Revolution Asset Management has named John Price as head of strategy and distribution, a newly created role the fund manager said will be crucial to expanding its private credit engagement. Price will focus on developing products to meet evolving investor ...

Lazard AM opens flagship global equity fund to local investors

MATTHEW WAI  |  FRIDAY, 14 NOV 2025
... launched for institutional investors in 2008, the Lazard Global Equity Advantage Fund is now available as an Australian unit trust. Lazard Asset Management said the strategy is designed to perform across market cycles by applying a "disciplined, bottom-up" ...
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