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Showing 1 - 10 of 21 results for "investment management agreement"

MA Financial sees record gross inflows

RIDDHIMA TALWANI  |  THURSDAY, 23 OCT 2025
... announced that Paragon Trust, the 50% institutional owner of Marion Shopping Centre, will end its investment management agreement effective February next year, and the property management will be taken up by Scentre Group. However, it noted that this ...

Liquidity issues hurting Healthbridge Capital investors

KARREN VERGARA  |  FRIDAY, 22 AUG 2025
... included a renegotiated credit facility with tightened conditions and oversight, a renewal of its investment management agreement with additional staff and issuing new unit classes to assist with liquidity. Cache said that it "recognises this news will ...

Challenger lowers stake in Elanor

KARREN VERGARA  |  FRIDAY, 16 JUN 2023
Challenger's majority stake in Elanor Investors Group continues to drop as another investor has come in to secure a minority stake. Challenger will now have a 13.7% interest in ASX-listed Elanor (ENN), down from 16.7% as revised in May. This dropped ...

Benchmark-lagging LIC faces strategic review

ALLY SELBY  |  TUESDAY, 6 OCT 2020
... approach to dividends, the continuation of an on-market share buyback program, and a renewal of the investment management agreement with Franklin Templeton Investments Australia - which resulted in a reduction in fees (from 1% of net asset value to 0.75% ...

Watermark LIC seeks restructure

KANIKA SOOD  |  MONDAY, 28 SEP 2020
... is implemented, ALF will have to pay $2.5 million as termination fees to Watermark to end the investment management agreement for the LIC. In August, Rob Ferguson and Malcolm McComas nominated themselves as directors for the LIC, with backing from shareholders ...

Geoff Wilson feels sorry for CLF shareholders

ANNABELLE DICKSON  |  FRIDAY, 18 SEP 2020
... tangible assets with the average discount over the last 12 months at 8.1%. CLF externalised its investment management agreement to Carrara Investment Management, controlled by CLF's former chief executive and chief investment officer David Sokulsky. ...

WAM makes LIC takeover bid

ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
... investment officer in 2018, CLF traded at a discount of 6.7%. Interestingly, CLF externalised its investment management agreement to Carrara Investment Management, controlled by Sokulsky, on July 1 which saw the average share price discount to pre-tax ...

New platform launches for super funds

ELIZA BAVIN  |  MONDAY, 10 AUG 2020
... never finished and equity agility should be a key part of responding to the new reality. "This Investment Management Agreement (IMA) might be set up for a certain purpose, like passive equity exposure, but can pivot easily from goal to goal as the fund's ...

Where UniSuper sees market opportunities

KANIKA SOOD  |  MONDAY, 31 DEC 2018
... invest in general Asian debt. He added UniSuper already has exposure to India through an outsourced investment management agreement. Pearce said the super fund doesn't feel a need to go into direct lending. As where banks have pulled out, debt funds ...

Shaw and Partners shelves managed accounts partnership

KANIKA SOOD  |  MONDAY, 25 JUN 2018
Shaw and Partners, an investment and wealth management firm with $15 billion in assets under advice, has scrapped current plans for its potential managed accounts partnership with an ASX-listed provider. In its most recent business update, Managed Accounts ...
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