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Showing 1 - 4 of 4 results for "Wheelhouse Global Equity Income Fund"

Wheelhouse repositions global equity fund

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... strategy to reflect how investors use the fund within their alternatives allocation. The Wheelhouse Global Equity Income Fund, which has about $100 million in assets under management, is now known as the Wheelhouse Global Fund. Its benchmark has changed ...

Wheelhouse names new partners

ELIZA BAVIN  |  MONDAY, 10 AUG 2020
... and Australian Unity. The Trust Company (Perpetual) is now the Responsible Entity for the Wheelhouse Global Equity Income Fund. The team has completed extensive testing of an Australian equities focused fund, applying the same rules-based and disciplined ...

Equity income boutique enters retail market

KARREN VERGARA  |  THURSDAY, 12 OCT 2017
... having previously operated in the wholesale and institutional markets. Wheelhouse Partners' Wheelhouse Global Equity Income Fund has embedded a derivatives-based solution that will benefit retirees' investment outcomes and combat market volatility and ...

Boutique fund joins Bennelong suite

JAMIE WILLIAMSON  |  TUESDAY, 16 MAY 2017
... attention on investment management and positive outcomes for investors," MacLeod said. The Wheelhouse Global Equity Income Fund is now available for sophisticated and institutional investors, with plans to extend the offering to the retail market at ...
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