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Showing 1 - 10 of 152 results for "Wholesale funds"

Feature: Private credit | The fine print

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... spokesperson for ASIC says in FY27 the regulator will conduct a data gathering pilot for a small sample of retail and wholesale funds in a bid to calibrate baseline data needs across the sector. It also plans to address areas of poorer practices within ...

FSC questions SMC's claim on younger members' super switches

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... AustralianSuper, Australian Retirement Trust, Aware Super, CareSuper and HESTA. FSC is a broader body representing retail and wholesale funds management, super funds, investment platforms and financial advisory networks. Its members include AMP, Australian ...

ASIC releases legal obligations for private credit funds

ELIZA BAVIN  |  TUESDAY, 9 DEC 2025
... 2026-2027 to consider private credit surveillance findings, reflect current risks and apply clearer guidance for wholesale funds. In the catalogue, the regulator reminds fund operators of their obligations under the Corporations Act to do all things ...

UBS, RQI deliver for EM investors: Rainmaker

KARREN VERGARA  |  FRIDAY, 5 DEC 2025
... the pack. Emerging market funds delivered 21.1% p.a. in the 12 months to September, Rainmaker's analysis of wholesale funds showed. Despite strong performance, the sector underperformed the market index of 23.7% p.a. by 2.6 percentage points. Nonetheless ...

ASIC eyeing advisers recommending private credit funds

ELIZA BAVIN  |  WEDNESDAY, 3 DEC 2025
... access to. We have neither the breadth, depth, or frequency of data needed to monitor and supervise retail and wholesale funds confidently." Kirkland then spoke about the regulator's private credit surveillance report which was released in early November. ...

Metrics supports efforts to raise standards in private credit

RIDDHIMA TALWANI  |  THURSDAY, 6 NOV 2025
... flout basic disclosure on the state of investments. ASIC's Report 820: Private credit surveillance: retail and wholesale funds said that some fund managers are potentially contravening financial services laws. Metrics chief executive and managing partner ...

Private credit funds downplay risks, pose risk to financial system: ASIC

KARREN VERGARA  |  WEDNESDAY, 5 NOV 2025
... private credit sector, which lasted nearly a year, delved into 28 private credit products including retail and wholesale funds that are either listed or unlisted. The sample included products provided by Metrics Credit Partners, La Trobe Financial, MaxCap ...

Platinum merger no cure for active managers' challenges

ANDREW MCKEAN  |  MONDAY, 5 MAY 2025
... absolute-return focus like a hedge fund," he said. Data from Morningstar Direct shows that roughly 40% of L1's retail and wholesale funds under management (FUM) have grown between 20% and 70% annually over the past three years - an outcome unlikely for ...

Russell Investments, Reach Alts team up to expand private market access

ANDREW MCKEAN  |  WEDNESDAY, 2 APR 2025
... draw on Russell's institutional investment management expertise and research capabilities to enhance its suite of wholesale funds, which provide access to global private markets. The partnership has also led to the launch of the Reach Global Private ...

SQM places private credit sector on watch

MATTHEW WAI  |  FRIDAY, 21 MAR 2025
... existing loans. It added that while these issues are not endemic of the sector, they are more likely to occur within wholesale funds and new products. In the last 12 months, the research house has screened out 20 funds, most of which were wholesale offerings. ...
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